Skip to Content
Morningstar

BMO Laddered Preferred Share ETF ZPR

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

Morningstar’s Analysis ZPR

Will ZPR 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 ZPR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

BMO Laddered Preferred Share 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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ZPR

More ZPR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Toronto-Dominion Bank Non-Cum Conv Red Rate Reset Pfd Registered Shs Se

2.90 44.1 Mil
Financial Services

National Bank of Canada Non-Cum Conv Red 1st Pfd Registered Shs Series -38-

2.63 39.9 Mil
Financial Services

BCE Inc Cum Red 1st Pfd Registered Shs Series -AK-

2.56 38.9 Mil
Communication Services

Enbridge Inc Series B

1.99 30.2 Mil
Energy

Sun Life Financial Inc Non Cum Conv Pfd Registered Shs -A- Series -10R-

1.61 24.4 Mil
Financial Services

Royal Bank of Canada Non Cum Red 1st Pref Registered Shs Series -BD-

1.60 24.4 Mil
Financial Services

Canadian Utilities Ltd Cum Red 2nd Pfd Registered Shs Series -Y-

1.42 21.6 Mil
Utilities

Emera Inc 4.25% PRF REDEEM 15/05/2026 CAD 25 - Ser J

1.40 21.3 Mil
Utilities

Power Financial Corp Non Cum 1st Pfd Registered Shs Series -P-

1.33 20.2 Mil
Financial Services

The Toronto-Dominion Bank Non Cum Red Pfd Registered Shs Series -5-

1.29 19.6 Mil
Financial Services