ZBAL.TO
BMO Balanced ETF
ZBAL.TO
40,00
0,23 Bil. AUM
0,2% Expense Ratio
37,98 NAV
BMO Balanced ETF Profile
About BMO Balanced ETF
The fund aims to provide a balance of income and long-term capital appreciation through a strategic asset allocation strategy. The strategy allocates exposure to both equity and fixed income securities primarily via other BMO ETFs. Equity funds are expected to make up 60% of the holdings as compared to the 40% occupied by fixed income funds. Alternatively, the fund may also obtain its exposure by directly investing in equity and fixed income securities, in mutual funds and/or in derivatives. ZBALs risk profile is based on a blend of the returns of 40% MSCI World Total Return Index, 20% S&P TSX Capped Composite Total Return Index and 40% FTSE Canada Universe Bond Index.
- Company
- Holdings
- 0
- CUSIP
BMO Balanced ETF Sectors
| Industry | Percentage |
|---|---|
| Technology | 20,42% |
| Financial Servic | 18,97% |
| Industrials | 11,43% |
| Consumer Cyclica | 9,32% |
| Healthcare | 8,61% |
| Energy | 7,70% |
| Communication Se | 6,61% |
| Basic Materials | 5,93% |
| Consumer Defensi | 5,76% |
| Utilities | 2,89% |
| Real Estate | 2,37% |