Morningstar

BMO Monthly Income ETF ZMI

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

Morningstar’s Analysis ZMI

Will ZMI outperform in the 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 ZMI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ZMI 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 ZMI’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BMO Monthly Income ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ZMI

More ZMI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BMO Corporate Bond ETF

24.27 64M
—

BMO US Dividend ETF (CAD)

20.63 55M
—

BMO Global High Dividend Cvrd Call ETF

14.76 39M
—

BMO Canadian Dividend ETF

13.69 36M
—

BMO MT US IG Corp Bd Hdgd to CAD ETF

10.29 27M
—

BMO International Dividend ETF

6.33 17M
—

BMO Premium Yield ETF Hedged

5.08 13M
—

BMO US Preferred Sh Hgd CAD ETF

4.89 13M
—

Canadian Dollar

0.07 177,978
Cash and Equivalents

Us Dollar

0.00 250
Cash and Equivalents

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