BMO Balanced ETF Portfolio - Series I (0P0001H9R9)

16.36560 CAD

0.1925

1.16%

Last update Apr 30, 9:30 AM EDT

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16.55810

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BMO Balanced ETF Portfolio - Series I

16.37

0.19

1.16%

Composition

Weight by sector

21.99% Financial Services

17.87% Technology

11.93% Industrials

9.12% Healthcare

8.74% Consumer Cyclical

Financial Services

21.99%

Technology

17.87%

Industrials

11.93%

Healthcare

9.12%

Consumer Cyclical

8.74%

Energy

7.28%

Basic Materials

6.20%

Consumer Defensive

6.07%

Communication Services

6.01%

Utilities

2.76%

Realestate

2.04%

Asset allocation

54.82% Stocks

36.70% Bonds

Stocks

54.82%

Bonds

36.70%

Cash

1.58%

Top 10 holdings (80.72% of total assets)

20.25% BMO S&P 500 ETF (CAD)

15.08% BMO S&P/TSX Capped Composite ETF

11.50% BMO Aggregate Bond ETF

10.83% BMO MSCI EAFE ETF

8.87% BMO Mid-Term US IG Corp Bond ETF (CAD)

5.81% BMO Core Plus Bond ETF

BMO S&P 500 ETF (CAD) ZSP

20.25%

BMO S&P/TSX Capped Composite ETF ZCN

15.08%

BMO Aggregate Bond ETF ZAG

11.50%

BMO MSCI EAFE ETF ZEA

10.83%

BMO Mid-Term US IG Corp Bond ETF (CAD) ZIC

8.87%

BMO Core Plus Bond ETF ZCPB

5.81%

BMO Short Corporate Bond ETF ZCS

3.08%

BMO MSCI Europe Hi Qual Hdgd to CAD ETF ZEQ

2.76%

BMO Emerging Markets Bd Hdgd to CAD ETF ZEF

2.54%