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Bmo Balanced Etf Portfolio T6 (0P00011S1Y)

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9.015 +0.030    +0.34%
22/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  BMO Investments Inc.
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 10.08B
BMO Balanced ETF Portfolio T6 9.015 +0.030 +0.34%

0P00011S1Y Overview

 
Find basic information about the Bmo Balanced Etf Portfolio T6 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00011S1Y MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10.25%
Prev. Close8.984
Risk Rating
TTM Yield5.63%
ROE23.42%
IssuerBMO Investments Inc.
Turnover10.78%
ROA9.84%
Inception DateNov 04, 2013
Total Assets10.08B
ExpensesN/A
Min. Investment500
Market Cap137.21B
CategoryGlobal Neutral Balanced
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Bmo Balanced Etf Portfolio T6 Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1111 1018 1206 1107 1277 1658
Fund Return 11.13% 1.79% 20.64% 3.46% 5.02% 5.19%
Place in category 771 1033 628 699 677 321
% in Category 51 67 44 54 60 49

Top Other Funds by BMO Investments Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  BMO Balanced ETF Portfolio A 10.08B 11.13 3.45 5.17
  BMO Balanced ETF Portfolio Advisor 10.08B 11.15 3.46 5.17
  BMO Balanced ETF Portfolio F 10.08B 12.16 4.61 6.35
  BMO Monthly Income A 6.2B 10.05 3.53 5.19
  BMO Monthly Income F 6.2B 10.86 4.45 6.11

Top Funds for Global Neutral Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Bal Port Sr T5 58.41B 11.98 3.43 5.81
  RBC Sel Bal Port Sr F CAD 58.41B 12.90 4.44 6.85
  RBC Sel Bal Port Sr A CDA 58.41B 11.98 3.42 5.80
  Fidelity Global Balanced Portf F5 16.87B 15.77 6.00 7.55
  Fidelity Global Balanced Portf F8 16.87B 15.76 5.99 7.54

Top Holdings

Name ISIN Weight % Last Change %
BMO S&P 500 ETF (CAD) - 25.22 - -
BMO S&P/TSX Capped Composite ETF - 13.90 - -
BMO Aggregate Bond ETF - 12.11 - -
BMO MSCI EAFE ETF - 11.84 - -
BMO Mid-Term US IG Corp Bond ETF (CAD) - 8.90 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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