Morningstar

BMO SIA Focused North American Eq ETF ZFN

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

Morningstar’s Analysis ZFN

Will ZFN 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 ZFN’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ZFN 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 ZFN’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit BMO SIA Focused North American Eq ETF to 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 second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ZFN

More ZFN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

3M Co

6.77 19.0 Mil
Industrials

Loblaw Companies Ltd

6.76 18.9 Mil
Consumer Defensive

Gildan Activewear Inc

6.74 18.9 Mil
Consumer Cyclical

JPMorgan Chase & Co

6.71 18.8 Mil
Financial Services

Thomson Reuters Corp

6.63 18.6 Mil
Industrials

GE Aerospace

6.62 18.6 Mil
Industrials

Simon Property Group Inc

6.61 18.5 Mil
Real Estate

Dollarama Inc

6.60 18.5 Mil
Consumer Defensive

Constellation Software Inc

6.59 18.5 Mil
Technology

Netflix Inc

6.59 18.5 Mil
Communication Services

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