Morningstar

BMO Low Volatility US Equity ETF (CAD) ZLU

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
Rated on Published on

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Portfolio Holdings ZLU

More ZLU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lockheed Martin Corp

1.76 29.8 Mil
Industrials

International Business Machines Corp

1.71 28.8 Mil
Technology

Johnson & Johnson

1.68 28.4 Mil
Healthcare

Northrop Grumman Corp

1.65 27.9 Mil
Industrials

Bristol-Myers Squibb Co

1.65 27.8 Mil
Healthcare

AbbVie Inc

1.62 27.4 Mil
Healthcare

Campbell Soup Co

1.60 27.1 Mil
Consumer Defensive

Newmont Corp

1.58 26.6 Mil
Basic Materials

Akamai Technologies Inc

1.54 26.0 Mil
Technology

Gen Digital Inc

1.53 25.9 Mil
Technology

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