Morningstar

BMO Low Volatility US Equity ETF (USD) ZLU.U

Morningstar Medalist Rating
Medalist Rating as of | See BMO Investment Hub

Morningstar’s Analysis ZLU.U

Will ZLU.U outperform in the 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.U’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.U 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.U’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Brian Paoli
Rated on Published on

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Portfolio Holdings ZLU.U

More ZLU.U Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Johnson & Johnson

3.27 83M
Healthcare

Cencora Inc

2.86 73M
Healthcare

Teledyne Technologies Inc

2.64 67M
Technology

Corning Inc

2.58 66M
Technology

Cisco Systems Inc

2.33 59M
Technology

Motorola Solutions Inc

2.16 55M
Technology

Cboe Global Markets Inc

2.00 51M
Financial Services

Northrop Grumman Corp

1.99 51M
Industrials

Consolidated Edison Inc

1.99 51M
Utilities

CME Group Inc Class A

1.99 51M
Financial Services

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