Key stats
About BMO LOW VOLATILITY US EQUITY ETF LOW VOLATILITY US EQUITY ETF CAD
Expense ratio
0.33%
Home page
Inception date
Mar 19, 2013
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
Consumer Non-Durables
Utilities
Finance
Health Technology
Stocks99.95%
Consumer Non-Durables18.89%
Utilities17.36%
Finance15.86%
Health Technology13.10%
Technology Services8.85%
Retail Trade7.28%
Electronic Technology4.95%
Consumer Services3.52%
Industrial Services2.79%
Communications2.49%
Health Services1.89%
Non-Energy Minerals1.15%
Energy Minerals1.02%
Transportation0.79%
Bonds, Cash & Other0.05%
Cash0.05%
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