BMO Low Volatility US Equity ETF (CAD) (ZLU.TO)
50.02
+0.17
(+0.34%)
CAD |
TSX |
May 10, 15:59
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.30% | -0.02% | 1.620B | 11032.33 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
2.20% | 30.45% | -77.15M | Upgrade |
Basic Info
Investment Strategy | |
BMO Low Volatility US Equity ETF seeks to provide exposure to the performance of a portfolio of U.S. stocks that have lower sensitivity to market movements with the potential for long-term capital appreciation. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | -- |
Broad Category | Equity |
Category Name | US Equity |
Category Index | Morningstar US Market TR CAD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | -- |
Fund Owner Firm Name | BMO Asset Management Inc |
Prospectus Benchmark Index | |
S&P 500 TR CAD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Not Disclosed | 11.13 yrs |
Performance Versus Category
As of May 09, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 09, 2024.
Basic Info
Investment Strategy | |
BMO Low Volatility US Equity ETF seeks to provide exposure to the performance of a portfolio of U.S. stocks that have lower sensitivity to market movements with the potential for long-term capital appreciation. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | -- |
Broad Category | Equity |
Category Name | US Equity |
Category Index | Morningstar US Market TR CAD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | -- |
Fund Owner Firm Name | BMO Asset Management Inc |
Prospectus Benchmark Index | |
S&P 500 TR CAD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Not Disclosed | 11.13 yrs |