BMO SelectTrust Balanced Portfolio Series I (0P0001H9T5)

13.76160 CAD

0.1205

0.87%

Last update Apr 30, 9:30 AM EDT

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BMO SelectTrust Balanced Portfolio Series I

13.76

0.12

0.87%

Overview
Performance
Risk
Historical data
Composition
Sustainability
Purchase info

Composition

Weight by sector

22.14% Financial Services

20.39% Technology

10.62% Industrials

9.57% Consumer Cyclical

9.39% Healthcare

Financial Services

22.14%

Technology

20.39%

Industrials

10.62%

Consumer Cyclical

9.57%

Healthcare

9.39%

Energy

6.50%

Communication Services

6.01%

Consumer Defensive

5.17%

Basic Materials

4.99%

Utilities

3.08%

Realestate

2.14%

Asset allocation

60.82% Stocks

10.22% Bonds

Stocks

60.82%

Bonds

10.22%

Cash

5.80%

Top 10 holdings (15.11% of total assets)

6.94% BMO MSCI EAFE ETF

BMO MSCI EAFE ETF ZEA

6.94%

BMO S&P 500 ETF (CAD) ZSP

3.36%

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

2.46%

BMO Gold Bullion ETF (CAD Units) ZGLD

2.35%