BMO Balanced ETF (ZBAL.TO)
38.02
+0.13
(+0.34%)
CAD |
TSX |
Jun 17, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.18% | 0.13% | 248.66M | 3383.10 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 2.31% | 11.22% | 66.01M | Upgrade |
Basic Info
| Investment Strategy | |
| BMO Balanced ETF seeks to provide a balance of income and potential for long-term capital appreciation, primarily by investing in ETFs that provide exposure to a diversified portfolio of global equity and fixed income securities. BMO Balanced ETF will employ a strategic asset allocation strategy and is expected to primarily invest in other BMO ETFs. The BMO ETF’s asset class weightings will be approximately 60% in equity securities and 40% in fixed income securities. As an alternative to or in conjunction with investing directly in ETFs, exposure may be obtained by investing directly in equity and fixed income securities, in mutual funds and/or in derivative instruments. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | Medium Quality/Extensive Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Allocation |
| Category Name | Global Neutral Balanced |
| Category Index | Morningstar Can Neu Gbl Tgt Alloc NR CAD |
| Global Category Name | Moderate Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BMO Asset Management Inc |
| Prospectus Benchmark Index | |
| FTSE Canada Universe Bond | 40.00% |
| MSCI World GR CAD | 40.00% |
| S&P/TSX Capped Composite TR CAD | 20.00% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Rob Bechard | 5.30 yrs |
| Sadiq Adatia | 2.67 yrs |
Performance Versus Category
As of June 17, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 17, 2024.
Basic Info
| Investment Strategy | |
| BMO Balanced ETF seeks to provide a balance of income and potential for long-term capital appreciation, primarily by investing in ETFs that provide exposure to a diversified portfolio of global equity and fixed income securities. BMO Balanced ETF will employ a strategic asset allocation strategy and is expected to primarily invest in other BMO ETFs. The BMO ETF’s asset class weightings will be approximately 60% in equity securities and 40% in fixed income securities. As an alternative to or in conjunction with investing directly in ETFs, exposure may be obtained by investing directly in equity and fixed income securities, in mutual funds and/or in derivative instruments. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | Medium Quality/Extensive Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Allocation |
| Category Name | Global Neutral Balanced |
| Category Index | Morningstar Can Neu Gbl Tgt Alloc NR CAD |
| Global Category Name | Moderate Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BMO Asset Management Inc |
| Prospectus Benchmark Index | |
| FTSE Canada Universe Bond | 40.00% |
| MSCI World GR CAD | 40.00% |
| S&P/TSX Capped Composite TR CAD | 20.00% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Rob Bechard | 5.30 yrs |
| Sadiq Adatia | 2.67 yrs |