BMO Conservative ETF (ZCON.TO)
33.82
-0.04
(-0.12%)
CAD |
TSX |
Jun 25, 13:43
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.15% | 0.06% | 42.37M | -- |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 2.60% | 1.07% | 131678.0 | Upgrade |
Basic Info
| Investment Strategy | |
| BMO Conservative ETF seeks to provide income and the potential for moderate 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 | Large Cap/Blend |
| Fixed Income Style | Medium Quality/Extensive Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Allocation |
| Category Name | Global Fixed Income Balanced |
| Category Index | Morningstar Can FI Gbl Tgt Alloc NR CAD |
| Global Category Name | Cautious 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 | 60.00% |
| MSCI World GR CAD | 25.00% |
| S&P/TSX Capped Composite TR CAD | 15.00% |
| 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 24, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 24, 2024.
Basic Info
| Investment Strategy | |
| BMO Conservative ETF seeks to provide income and the potential for moderate 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 | Large Cap/Blend |
| Fixed Income Style | Medium Quality/Extensive Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Allocation |
| Category Name | Global Fixed Income Balanced |
| Category Index | Morningstar Can FI Gbl Tgt Alloc NR CAD |
| Global Category Name | Cautious 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 | 60.00% |
| MSCI World GR CAD | 25.00% |
| S&P/TSX Capped Composite TR CAD | 15.00% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Rob Bechard | 5.30 yrs |
| Sadiq Adatia | 2.67 yrs |