Key stats
About BMO LOW VOLATILITY US EQUITY HEDGED TR UNIT
Expense ratio
0.33%
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Inception date
Feb 4, 2016
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
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF100.67%
Cash−0.67%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history