ZBAL.TO - BMO Balanced ETF ETF Analysis | Stock Taper
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ZBAL.TO

BMO Balanced ETF
BMO Balanced ETF BMO
$15.24 0.26% (+0.04)

Managing Company BMO
Asset Under Management $457.36M
Inception Date Feb 12, 2019
Expense Ratio 0.20%
52w High $15.60
52w Low $12.41
Volume 62,081
Avg Volume 37,919
Asset Class Multi-Asset

About BMO Balanced ETF

The BMO Balanced ETF is designed to provide moderate long-term capital appreciation and income by investing in global equity and fixed income ETFs. The ETF will rebalance quarterly to strategic index asset allocation weights. The ETF will invest in broad indexed equity and fixed income ETFs. ZBAL is a fund of fund; the management fees charged are reduced by those accrued in the underlying funds.

SECTOR HOLDINGS

Technology Technology
24.52%
Financial Services Financial Services
20.28%
Industrials Industrials
10.73%
Consumer Cyclical Consumer Cyclical
8.98%
Communication Services Communication Services
7.02%
Healthcare Healthcare
6.60%
Energy Energy
6.29%
Basic Materials Basic Materials
6.20%
Consumer Defensive Consumer Defensive
4.63%
Utilities Utilities
2.77%
Real Estate Real Estate
1.99%

Holdings (Top 20)

No holdings data available.