(As of 10/31/2022)

BMO Low Volatility Canadian Equity ETF (ZLB)

(Canadian Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2020
2019
2018
2017



Inception Return
(10/20/2011)
11.70 %
YTD Return -3.26 %
NAVPS
(11/25/2022)
$40.33
Change $0.17 / 0.42 %
Growth of $10,000 (As of October 31, 2022)
MER 0.39 %
Assets ($mil) $2,684.81
Rank (1Yr) 115/728
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, 2022)
Sector Allocation
(As of October 31, 2022)
Geographic Allocation
(As of October 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Hydro One LtdCanadian EquityUtilitiesCanada4.83%
Intact Financial CorpCanadian EquityFinancial ServicesCanada3.56%
Metro IncCanadian EquityConsumer ServicesCanada3.38%
Franco-Nevada CorpCanadian EquityBasic MaterialsCanada3.37%
Thomson Reuters CorpCanadian EquityIndustrial ServicesCanada3.16%
Waste Connections IncCanadian EquityIndustrial ServicesCanada3.02%
Ritchie Bros Auctioneers IncCanadian EquityIndustrial ServicesCanada2.79%
Loblaw Cos LtdCanadian EquityConsumer ServicesCanada2.76%
Fortis IncCanadian EquityUtilitiesCanada2.74%
Emera IncCanadian EquityUtilitiesCanada2.73%

Performance Data (As of October 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.89 -2.20 -4.36 -3.26 0.64 7.34 7.53 11.44
Benchmark 5.57 -0.55 -4.92 -6.19 -4.89 8.84 7.12 7.76
Quartile Ranking 4 4 2 2 1 3 1 1

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 22.88 1.62 21.83 -2.78 11.09 13.04 2.67 28.54 20.71 13.94
Benchmark 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99 7.19
Quartile Ranking 3 3 2 1 1 4 1 1 2 1

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