BMO Canadian Core Plus US Balanced ETF (ZBCB.NO)
32.92
+0.13
(+0.40%)
CAD |
NEO |
Mar 24, 13:21
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| -- | -0.36% | 8.227M | 1026.67 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.64% | -- | 44.32M |
Basic Info
| Investment Strategy | |
| The BMO ETF seeks to provide a balance of income and long-term capital appreciation by investing, directly or indirectly, in Canadian and U.S. equity securities and debt instruments. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap Value |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset Other Balanced |
| Peer Group | Canadian Neutral Balanced |
| Global Macro | Mixed Asset Other |
| 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 March 24, 2026.
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 1.26% |
| Stock | 60.93% |
| Bond | 38.06% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.24% |
Basic Info
| Investment Strategy | |
| The BMO ETF seeks to provide a balance of income and long-term capital appreciation by investing, directly or indirectly, in Canadian and U.S. equity securities and debt instruments. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap Value |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset Other Balanced |
| Peer Group | Canadian Neutral Balanced |
| Global Macro | Mixed Asset Other |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BMO Global Asset Management |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |