ETF Sage
Canadian ETF knowledgebase
ETF Sage
Canadian ETF knowledgebase
The fund has been designed to provide exposure to a low beta weighted portfolio of U.S. stocks.
Beta measures the security's sensitivity to market movements. The ETF utilizes a rules based methodology to select the 100 least market sensitive stocks from a universe of U.S. large cap stocks.
The underlying portfolio is rebalanced in June and reconstituted in December.
| Fundamentals | |
|---|---|
| Category (main) | American Equity - Low Beta stocks |
| Category (other) | Minimum Volatility |
Underlying Index  |
No Index |
| ETF Structure | Active management. No index |
| Asset Class |
Equity - Low Beta stocks |
| Region |
USA |
| Issuer | BMO |
| ETF Home Page | Available here |
| Fund Facts | |
|---|---|
| Inception Date | March 19, 2013 |
| Total Holdings |
100 |
Distribution Frequency  |
Quarterly |
| Leverage |
None |
| Significant Currency Exposure
|
Yes |
| Currency Hedging
|
No |
| Fees | |
|---|---|
| Management Fee |
0.30% |
| Management Expense Ratio (MER) |
0.33% |
| Trading Information | |
|---|---|
| Ticker | ZLU |
| Exchange |
TSX (Toronto Stock Exchange) |
| Currency |
CAD |
| Eligibility | |
|---|---|
| Eligibility * |
RRSP, RRIF, RESP, TFSA, DPSP, RDSP |
| DRIP available ** |
Yes |
| PACC Plan available ** |
Unknown |
| SWP available ** |
Unknown |
* Always check eligibility with your plan operator as plans and accounts can differ
** Not all brokers can facilitate these plans. Check with your broker.
To view the TSX or Morningstar fund page for this ETF click on the Fund Data menu tab or below:
