ZLU - BMO Low Volatility US Equity ETF

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Portfolio Strategy

The BMO Low Volatility US Equity ETF (ZLU) has been designed to provide exposure to a low beta weighted portfolio of U.S. stocks. Beta measures the security’s sensitivity to market movements. The ETF utilizes a rules based methodology to select the 100 least market sensitive stocks from a universe of U.S. large cap stocks. The underlying portfolio is rebalanced in June and reconstituted in December.

Benefits

  • Designed for investors looking for growth solutions
  • Exposure to diversified U.S. equities
  • Holdings consist of U.S. equities with lower volatility than the market
  • Benefits from local currency appreciation
  • Professionally managed by BMO Global Asset Management

Full details: ZLU - BMO Low Volatility US Equity ETF

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