(As of 2/28/2017)

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)
15.62 %
YTD Return 2.13 %
NAVPS
(3/24/2017)
$29.38
Change $0.09 / 0.30 %
Growth of $10,000 (As of February 28, 2017)
MER 0.39 %
Assets ($mil) -
Rank (1Yr) -
Std Dev (3Yr) 6.89 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Open to Invest 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 February 28, 2017)
Sector Allocation
(As of February 28, 2017)
Geographic Allocation
(As of February 28, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
Fairfax Financial Holdings LtdCanadian EquityFinancial ServicesCanada3.82%
Canadian REIT - UnitsIncome Trust UnitsFinancial ServicesCanada3.76%
Waste Connections IncUS EquityIndustrial ServicesUnited States3.52%
Intact Financial CorpCanadian EquityFinancial ServicesCanada3.27%
Smart REIT - UnitsIncome Trust UnitsFinancial ServicesCanada3.22%
Dollarama IncCanadian EquityConsumer ServicesCanada2.93%
H&R REIT - UnitsIncome Trust UnitsFinancial ServicesCanada2.90%
RioCan REIT - UnitsIncome Trust UnitsFinancial ServicesCanada2.84%
BCE IncCanadian EquityTechnologyCanada2.80%
Emera IncCanadian EquityUtilitiesCanada2.74%

Performance Data (As of February 28, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.80 3.86 1.69 2.13 12.73 13.33 15.64 -   
Benchmark 0.21 2.74 6.93 1.06 23.24 5.79 7.20 4.68
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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