Morningstar

BMO Covered Call Canadian Banks ETF (USD Units) ZWB.U

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

Morningstar’s Analysis ZWB.U

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BMO Covered Call Canadian Banks ETF USD 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 ZWB.U

More ZWB.U Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BMO Equal Weight Banks ETF

19.35 914M
—

Bank of Nova Scotia

13.51 638M
Financial Services

Royal Bank of Canada

13.50 637M
Financial Services

Canadian Imperial Bank of Commerce

13.41 634M
Financial Services

Bank of Montreal

13.41 633M
Financial Services

The Toronto-Dominion Bank

13.40 633M
Financial Services

National Bank of Canada

13.39 632M
Financial Services

Canadian Dollar

0.07 4M
Cash and Equivalents

Us Dollar

0.00 53,664
Cash and Equivalents

Bank Of Montreal Sep26 260 Call

−0.00 −5,600
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