BMO Balanced ETF (ZBAL.TO) — ETF Analysis on Winston

Key Facts

• Issuer: BMO
• Asset Class: Stock
• Price: $16.07
• Expense Ratio: 18.00%
• Assets Under Management: $645M
• Number of Holdings: 0
• Inception Date: 2019-02-12
• Currency: CAD

Winston Score

BMO Balanced ETF has a Winston Score of 59 out of 100.

Performance

• 1-Year Return: 11.99%
• 3-Year Return: 40.84%
• 5-Year Return: 29.49%

Top Holdings

BMO S&P 500 Index ETF (N/A%), BMO S&P/TSX Capped Composite Index ETF (N/A%), BMO MSCI EAFE Index ETF (N/A%), BMO MSCI Emerging Markets Index ETF (N/A%), BMO S&P US Mid Cap Index ETF (N/A%)

Sector Breakdown

Basic Materials (N/A%), Cash & Others (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%)