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BMO MSCI Europe Hi Qual Hdgd to CAD ETF ZEQ

Morningstar Medalist Rating
Medalist Rating as of | See BMO Investment Hub

Morningstar’s Analysis ZEQ

Will ZEQ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ZEQ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ZEQ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ZEQ’s parent organization’s priorities and whether they’re in line with investors’ interests.

BMO MSCI Europe Hi Qual Hdgd to CAD ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ZEQ

More ZEQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

6.22 47.1 Mil
Technology

Lvmh Moet Hennessy Louis Vuitton SE

5.28 40.0 Mil
Consumer Cyclical

Novo Nordisk A/S Class B

5.24 39.7 Mil
Healthcare

Novartis AG Registered Shares

4.80 36.3 Mil
Healthcare

AstraZeneca PLC

4.54 34.3 Mil
Healthcare

Nestle SA

4.23 32.0 Mil
Consumer Defensive

Roche Holding AG

4.22 31.9 Mil
Healthcare

Unilever PLC

3.37 25.5 Mil
Consumer Defensive

L'Oreal SA

2.98 22.5 Mil
Consumer Defensive

Schneider Electric SE

2.73 20.7 Mil
Industrials