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Bmo Conservative Etf Portfolio A (0P0000ZAD4)

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12.875 +0.050    +0.43%
29/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  BMO Investments Inc.
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 2.5B
BMO Conservative ETF Portfolio A 12.875 +0.050 +0.43%

0P0000ZAD4 Overview

 
Find basic information about the Bmo Conservative Etf Portfolio A 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 0P0000ZAD4 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change11.42%
Prev. Close12.82
Risk Rating
TTM Yield1.43%
ROE23.62%
IssuerBMO Investments Inc.
Turnover11.49%
ROA9.85%
Inception DateAug 12, 2013
Total Assets2.5B
ExpensesN/A
Min. Investment500
Market Cap139.95B
CategoryGlobal Fixed Income Balanced
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Bmo Conservative Etf Portfolio A Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1077 1013 1167 1050 1157 1434
Fund Return 7.67% 1.26% 16.7% 1.65% 2.96% 3.67%
Place in category 415 691 258 409 320 103
% in Category 52 81 33 54 46 32

Top Bond Funds by BMO Investments Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  BMO Conservative ETF Portfolio Advi 2.5B 7.67 1.64 3.66
  BMO Conservative ETF Portfolio F 2.5B 8.67 2.78 4.82
  BMO Conservative ETF Portfolio T6 2.5B 7.67 1.64 3.67
  BMO Income ETF Portfolio T6 1.54B 5.69 0.56 2.61
  BMO Income ETF Portfolio A 1.54B 5.69 0.52 2.60

Top Funds for Global Fixed Income Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Global Income Portfolio A 4.84B 10.74 3.26 4.33
  Fidelity Global Income Portfolio T5 4.84B 10.73 3.25 4.32
  Fidelity Global Income Portfolio F8 4.84B 12.05 4.69 5.77
  Fidelity Global Income Portfolio F 4.84B 12.05 4.70 5.78
  Fidelity Global Income Portfolio B 4.84B 10.98 3.51 4.57

Top Holdings

Name ISIN Weight % Last Change %
BMO Aggregate Bond ETF - 18.79 - -
BMO S&P 500 ETF (CAD) - 15.49 - -
BMO Mid-Term US IG Corp Bond ETF (CAD) - 13.77 - -
BMO S&P/TSX Capped Composite ETF - 9.05 - -
BMO MSCI EAFE ETF - 6.24 - -

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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