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BMO Tactical Dividend ETF ZZZD

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

Morningstar’s Analysis ZZZD

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ZZZD

More ZZZD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 89.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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30.95 56.0 Mil
—

BMO Covered Call Utilities ETF

19.54 35.4 Mil
—

WisdomTree Emerging Markets High Div ETF

14.07 25.5 Mil
—

BMO Premium Yield ETF

12.07 21.9 Mil
—

WisdomTree Emerging Markets SmCp Div ETF

12.02 21.8 Mil
—

Bmo Cad Hi Div Cov Call Etf Etp

10.99 19.9 Mil
—

BMO Covered Call Energy ETF

3.58 6.5 Mil
—

S+p 500 Index Dec24 4700 Put

1.31 2.4 Mil
—

Bmo Covered Call Health Care E Bmo Covered Call Health Care

1.13 2.0 Mil
—

BMO Covered Call Canadian Banks ETF

0.74 1.3 Mil
—