BMO Low Volatility US Equity ETF (CAD) ZLU

Medalist Rating as of | See BMO Investment Hub

Morningstar’s Analysis ZLU

Will ZLU outperform in the future?

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

A sensible approach to low volatility.

Associate Analyst Brian Paoli

Brian Paoli

Associate Analyst

Summary

BMO Low Volatility US Equity ETF selects only the most stable US stocks. Its defensive positioning should continue to hold up well in downturns while delivering strong risk-adjusted returns.

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Portfolio Holdings ZLU

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Johnson & Johnson

3.12 83M
Healthcare

Cencora Inc

2.96 78M
Healthcare

Teledyne Technologies Inc

2.45 65M
Technology

Corning Inc

2.32 62M
Technology

Cisco Systems Inc

2.21 59M
Technology

Cboe Global Markets Inc

2.20 58M
Financial Services

Motorola Solutions Inc

2.11 56M
Technology

Gen Digital Inc

2.10 56M
Technology

CME Group Inc Class A

1.99 53M
Financial Services

Consolidated Edison Inc

1.96 52M
Utilities

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