(As of 5/31/2017)

BMO Low Volatility Canadian Equity ETF (ZLB)

(Canadian Equity)



2015
2014

FundGrade A+ Rating recipient
For more information about
FundGrade click here
Inception Return
(10/20/2011)
15.83 %
YTD Return 6.99 %
NAVPS
(6/26/2017)
$30.08
Change $0.03 / 0.10 %
Growth of $10,000 (As of May 31, 2017)
MER 0.39 %
Assets ($mil) -
Rank (1Yr) -
Std Dev (3Yr) 7.03 %
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.
Management Co.
BMO Asset Management Inc.
Managers
 
Asset Allocation
(As of May 31, 2017)
Sector Allocation
(As of May 31, 2017)
Geographic Allocation
(As of May 31, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
Waste Connections IncUS EquityIndustrial ServicesUnited States3.64%
Fairfax Financial Holdings LtdCanadian EquityFinancial ServicesCanada3.63%
Canadian REIT - UnitsIncome Trust UnitsFinancial ServicesCanada3.55%
Dollarama IncCanadian EquityConsumer ServicesCanada3.22%
Hydro One LtdCanadian EquityUtilitiesCanada3.15%
Intact Financial CorpCanadian EquityFinancial ServicesCanada3.09%
Smart REIT - UnitsIncome Trust UnitsFinancial ServicesCanada2.85%
BCE IncCanadian EquityTechnologyCanada2.84%
Emera IncCanadian EquityUtilitiesCanada2.78%
Empire Co Ltd Cl ACanadian EquityConsumer ServicesCanada2.76%

Performance Data (As of May 31, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.67 4.75 8.80 6.99 11.55 14.08 16.24 -   
Benchmark -1.33 0.43 3.19 1.50 12.27 4.73 9.15 3.89
Quartile Ranking - - - - - - - -

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 13.04 2.67 28.54 20.71 13.94 -      -      -      -      -     
Benchmark 21.08 -8.32 10.55 12.99 7.19 -8.71 17.61 35.06 -33.00 9.83
Quartile Ranking - - - - - - - - - -

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