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BMO Long-Term US Treasury Bond ETF ZTL

Morningstar Medalist Rating
Medalist Rating as of | See BMO Investment Hub

Morningstar’s Analysis ZTL

Will ZTL outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ZTL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ZTL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ZTL’s parent organization’s priorities and whether they’re in line with investors’ interests.

BMO Long-Term US Treasury Bond ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ZTL

More ZTL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.75%

5.37 27.9 Mil
Government

United States Treasury Bonds 4.125%

4.56 23.7 Mil
Government

United States Treasury Bonds 4.25%

4.31 22.4 Mil
Government

United States Treasury Bonds

4.08 21.2 Mil
Government

United States Treasury Bonds 3.625%

3.81 19.8 Mil
Government

United States Treasury Bonds 3.625%

3.78 19.6 Mil
Government

United States Treasury Bonds 2.375%

3.76 19.5 Mil
Government

United States Treasury Bonds 2.875%

3.48 18.1 Mil
Government

United States Treasury Bonds

3.36 17.5 Mil
Government

United States Treasury Bonds

3.34 17.4 Mil
Government