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BMO Low Volatility Canadian Equity

Ticker: ZLB ISIN: CA05573T1021
Add to portfolio Portfolio analysis in 2min
ETF Low-cost
Morningstar
★★★★
TER
0.00%
Fund size
C$4.04B
Top 10
32.3%
Issuer
BMO
Distribution
Quarterly
Yield to maturity
3.46%
Duration
0.1y
Avg. maturity
0.1y
C$60.97 0.68%
Price as of 2026-08-24 · TO

Performance by timeframe

Rolling returns
1 Month -2.24%
6 Months +3.00%
1 Year +9.14%
5 Years +10.37% p.a.+63.72%
10 Years +10.04% p.a.+160.13%
Since inception +12.69% p.a.+487.86%
Calendar year returns
YTD +6.22%
2025 +20.31%
2024 +15.20%
2023 +9.29%
2022 -0.45%
2021 +22.81%

Key stats

AUM
4.04B
Expense ratio
0.00%
1Y return
9.14%
Volatility (1Y)
9.51%
52-week range
40.27 - 49.10
Section 1

Fund overview

Fund profile data from fundamentals.

Category Canadian Equity
Issuer BMO
Domicile Canada
Section 2

Exposure breakdown

Exposure breakdown shows how the fund is allocated across assets, sectors, regions, and size buckets.

Asset allocation

Equity
99.21%
Cash
0.77%
Other
0.02%

Sectors

Financial Services
21.14%
Consumer Defensive
18.07%
Utilities
13.59%
Industrials
12.25%
Communication Services
9.72%
Consumer Cyclicals
8.67%
Real Estate
6.12%
Technology
5.34%

Regions

North America
100.00%

Market cap mix

Big
44.55%
Medium
41.28%
Mega
13.38%

Fixed income

YieldToMaturity
3.46%
EffectiveMaturity
0.12%
ModifiedDuration
0.12%
EffectiveDuration
0.12%
Section 3

Top holdings

Top holdings show which underlying securities drive the fund most.

Metro Inc.
3.87%
Waste Connections Inc
3.42%
Fortis Inc
3.03%
CGI Inc
2.83%
BCE Inc
2.70%
Section 4

Performance & risk

Historical return and risk indicators over fixed windows.

Returns

YTD return 87.00%
1M return -2.24%
6M return 3.00%
1Y return 9.14%
3Y return 8.24%
5Y return 63.72%
10Y return 9.17%

Risk

Volatility (1Y) 9.51%
Volatility (3Y) 10.08%
Sharpe ratio (3Y) 0.44
Beta 0.65
52-week range 40.27 - 49.10
Section 5

Portfolio characteristics

Fund concentration and composition metrics from source fields.

Overview

Top 10 weight 32.31%
Expense ratio 0.00%
Fund size 4.04B
Turnover 22.66%
Avg. market cap 26.18K

Details

Instrument metadata and source update timestamps.

Symbol ZLB
Name BMO Low Volatility Canadian Equity
Asset type ETF
Exchange TO
Currency CAD
ISIN CA05573T1021
Country Canada
Code + exchange ZLB.TO
Last price date 2025-01-03
Fundamentals updated 2025-01-06

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