(As of 4/30/2024)

BMO Low Volatility Canadian Equity ETF (ZLB)

(Canadian Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2022
2021
2020
2019



Inception Return
(10/20/2011)
11.47 %
YTD Return 2.15 %
NAVPS
(5/24/2024)
$44.05
Change $0.12 / 0.28 %
Growth of $10,000 (As of April 30, 2024)
MER 0.40 %
Assets ($mil) $3,497.51
Rank (1Yr) 672/703
Std Dev (3Yr) 13.87 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
BMO Low Volatility Canadian Equity ETF has been designed to provide exposure to a low beta weighted portfolio of Canadian stocks. Beta measures the security's sensitivity to market movements.
Fund Manager

BMO Asset Management Inc.

Portfolio Manager

BMO Asset Management Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of April 30, 2024)
Sector Allocation
(As of April 30, 2024)
Geographic Allocation
(As of April 30, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
Loblaw Cos LtdCanadian EquityConsumer ServicesCanada4.56%
Metro IncCanadian EquityConsumer ServicesCanada3.91%
Waste Connections IncCanadian EquityIndustrial ServicesCanada3.56%
Hydro One LtdCanadian EquityUtilitiesCanada3.49%
Thomson Reuters CorpCanadian EquityIndustrial ServicesCanada3.30%
TMX Group LtdCanadian EquityFinancial ServicesCanada3.04%
Agnico Eagle Mines LtdCanadian EquityBasic MaterialsCanada3.00%
Intact Financial CorpCanadian EquityFinancial ServicesCanada2.98%
Empire Co Ltd Cl ACanadian EquityConsumer ServicesCanada2.95%
Fortis IncCanadian EquityUtilitiesCanada2.88%

Performance Data (As of April 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.77 1.21 11.71 2.15 1.65 7.21 8.24 9.73
Benchmark -1.82 4.10 16.91 4.68 8.73 7.59 8.86 7.22
Quartile Ranking 2 4 4 4 4 3 2 1

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 9.39 -0.37 22.88 1.62 21.83 -2.78 11.09 13.04 2.67 28.54
Benchmark 11.75 -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55
Quartile Ranking 3 1 3 3 2 1 1 4 1 1

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