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BMO LOW VOLATILITY US EQUITY E CAD UNITSBMO LOW VOLATILITY US EQUITY E CAD UNITSBMO LOW VOLATILITY US EQUITY E CAD UNITS

BMO LOW VOLATILITY US EQUITY E CAD UNITS

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Overview
Analysis Holdings Discussions Technicals Seasonals

ZLU chart


Full chart

Key stats


Assets under management (AUM)
‪2.06 B‬ CAD
Fund flows (1Y)
‪371.55 M‬ CAD
Dividend yield (indicated)
1.97%
Discount/Premium to NAV
0.04%
Shares outstanding
‪37.76 M‬
Expense ratio
0.33%

About BMO LOW VOLATILITY US EQUITY E CAD UNITS


Issuer
BANK OF MONTREAL
Brand
BMO
Home page
bmogam.com
Inception date
Mar 19, 2013
Structure
Canadian Mutual Fund Trust (ON)
Index tracked
No Underlying Index
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Primary advisor
BMO Asset Management Corp.
The fund combines active management with low volatility investing. The fund adviser looks for at least 100 stocks that have lower sensitivity to market movements (beta). Portfolio holdings are selected from the large-cap segment of the US equity market. The resulting portfolio is weighted so that higher weights are allocated to stocks with lower beta. Holdings are rebalanced and reconstituted annually, in June and December, respectively.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Active
Geography
U.S.
Weighting scheme
Proprietary
Selection criteria
Proprietary

ZLU analysis


What's in the fund
Exposure type
StocksBonds, Cash & Other
Utilities
Finance
Consumer Non-Durables
Health Technology
Technology Services
Stock breakdown by region
96%3%

Technicals


Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.

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