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BMO Low Volatility US Equity ETF (CAD) ZLU ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See BMO Investment Hub

Morningstar’s Analysis ZLU

Will ZLU outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ZLU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ZLU management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ZLU’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sensible low-volatility portfolio.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

BMO Low Volatility US Equity ETF, which features the 100 US large-cap stocks with the lowest sensitivity to the market, should weather downturns well and deliver strong long-term risk-adjusted returns.

by Zachary Evens
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