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BMO LOW VOLATILITY INTERNATNL EQ FD SERIES ETF UNITSBMO LOW VOLATILITY INTERNATNL EQ FD SERIES ETF UNITSBMO LOW VOLATILITY INTERNATNL EQ FD SERIES ETF UNITS

BMO LOW VOLATILITY INTERNATNL EQ FD SERIES ETF UNITS

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Overview
Analysis Discussions Technicals Seasonals

ZLI chart


Full chart

Key stats


Assets under management (AUM)
‪240.78 M‬ CAD
Fund flows (1Y)
‪−138.85 M‬ CAD
Dividend yield (indicated)
2.27%
Discount/Premium to NAV
0.3%
Shares outstanding
‪8.55 M‬
Expense ratio
0.47%

About BMO LOW VOLATILITY INTERNATNL EQ FD SERIES ETF UNITS


Issuer
BANK OF MONTREAL
Brand
BMO
Home page
bmogam.com
Inception date
Sep 2, 2015
Structure
Canadian Mutual Fund Trust (ON)
Index tracked
No Underlying Index
Replication method
Physical
Management style
Active
Distributes
Capital Gains
Tax on distributions
Ordinary income
Primary advisor
BMO Asset Management Corp.
The fund combines active management with low volatility investing. The fund adviser looks for stocks that have lower sensitivity to market movements (beta). Portfolio holdings are selected from the large-cap segment of the developed ex-North America 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
Developed Markets Ex-North America
Weighting scheme
Proprietary
Selection criteria
Proprietary

ZLI analysis


What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Consumer Non-Durables
Health Technology
Communications
Stock breakdown by region
4%0.2%72%1%21%

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.