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BMO CA High Dividend Covered Call ETF ZWC

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

Morningstar’s Analysis ZWC

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

  • People Pillar

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

Weakness in BMO CA High Dividend Covered Call ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

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 ZWC

More ZWC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of Nova Scotia

5.16 83.9 Mil
Financial Services

Canadian Imperial Bank of Commerce

5.00 81.2 Mil
Financial Services

Royal Bank of Canada

4.95 80.5 Mil
Financial Services

Canadian National Railway Co

4.89 79.4 Mil
Industrials

Canadian Natural Resources Ltd

4.87 79.0 Mil
Energy

Enbridge Inc

4.84 78.6 Mil
Energy

The Toronto-Dominion Bank

4.71 76.5 Mil
Financial Services

Manulife Financial Corp

4.70 76.3 Mil
Financial Services

BCE Inc

4.50 73.2 Mil
Communication Services

Bank of Montreal

3.77 61.2 Mil
Financial Services