BMO Balanced ETF (ZBAL.TO)
15.20
+0.09
(+0.60%)
CAD |
TSX |
Jan 09, 15:59
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.20% | 0.15% | 535.31M | 38961.60 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | 9.91% | 157.95M | 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. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset CAD Balanced - Global |
| Peer Group | Global Neutral Balanced |
| Global Macro | -- |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BMO Global Asset Management |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of January 09, 2026.
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.19% |
| Stock | 60.91% |
| Bond | 38.58% |
| Convertible | 0.00% |
| Preferred | 0.13% |
| Other | 0.19% |
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. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset CAD Balanced - Global |
| Peer Group | Global Neutral Balanced |
| Global Macro | -- |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BMO Global Asset Management |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |