(As of 10/31/2023)

BMO Low Volatility Canadian Equity ETF (ZLB)

(Canadian Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2021
2020
2019
2018



Inception Return
(10/20/2011)
10.95 %
YTD Return 0.03 %
NAVPS
(11/24/2023)
$40.60
Change ($0.08) / -0.20 %
Growth of $10,000 (As of October 31, 2023)
MER 0.40 %
Assets ($mil) $2,984.86
Rank (1Yr) 123/712
Std Dev (3Yr) 13.87 %
Volatility Ranking (3Yr) 6/10
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 October 31, 2023)
Sector Allocation
(As of October 31, 2023)
Geographic Allocation
(As of October 31, 2023)
Top 10 Holdings
NameAssetSectorGeographicPercent
Hydro One LtdCanadian EquityUtilitiesCanada4.25%
Empire Co Ltd Cl ACanadian EquityConsumer ServicesCanada4.06%
Metro IncCanadian EquityConsumer ServicesCanada3.79%
Loblaw Cos LtdCanadian EquityConsumer ServicesCanada3.40%
Fortis IncCanadian EquityUtilitiesCanada3.32%
RB GLOBAL INCCanadian EquityOtherCanada3.15%
Barrick Gold CorpCanadian EquityBasic MaterialsCanada3.10%
Waste Connections IncCanadian EquityIndustrial ServicesCanada2.92%
Intact Financial CorpCanadian EquityFinancial ServicesCanada2.83%
Agnico Eagle Mines LtdCanadian EquityBasic MaterialsCanada2.79%

Performance Data (As of October 31, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.78 -6.02 -9.01 0.03 3.02 9.86 8.95 9.49
Benchmark -3.21 -7.72 -7.00 0.06 0.43 9.85 7.96 6.69
Quartile Ranking 1 2 4 2 1 2 1 1

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -0.37 22.88 1.62 21.83 -2.78 11.09 13.04 2.67 28.54 20.71
Benchmark -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99
Quartile Ranking 1 3 3 2 1 1 4 1 1 2

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