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TSE:ZBAL Price & Analysis

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ZBAL ETF Chart & Stats

ETF Overview

BMO Balanced ETF

The BMO Balanced ETF (TSE:ZBAL) is a strategically designed investment vehicle that aims to deliver a harmonious blend of income generation and capital appreciation, making it an ideal choice for investors seeking a balanced approach to wealth accumulation. Situated within the Asset Allocation category, this ETF is meticulously crafted to achieve specific Target Outcomes by dynamically adjusting its asset mix to respond to varying market conditions. The ETF's focus on Income & Capital Appreciation ensures a balanced exposure to both equities and fixed-income securities, offering a diversified portfolio that mitigates risk while capitalizing on growth opportunities. By combining stability from bonds with the growth potential of stocks, the BMO Balanced ETF provides a comprehensive investment solution that aligns with the financial goals of investors who value both steady income and long-term capital growth. Designed to adapt to the evolving financial landscape, this fund is a quintessential choice for those aiming to achieve their investment objectives through a well-rounded and strategically balanced approach.
Asset Class
Asset Allocation
Region
Global
Issuer
BMO
Index Tracked
No Underlying Index
Ticker Symbol
TSE:ZBAL

BMO Balanced ETF (ZBAL) Fund Flow Chart

BMO Balanced ETF (ZBAL) 1 year Net Flows: C$83M

ZBAL ETF FAQ

What was TSE:ZBAL’s price range in the past 12 months?
TSE:ZBAL lowest ETF price was C$35.68 and its highest was C$41.57 in the past 12 months.
    What is the AUM of TSE:ZBAL?
    As of Jan 29, 2025 The AUM of TSE:ZBAL is 285.86M.
      Is TSE:ZBAL overvalued?
      According to Wall Street analysts TSE:ZBAL’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
        Does TSE:ZBAL pay dividends?
        TSE:ZBAL does not currently pay dividends.
        How many shares outstanding does TSE:ZBAL have?
        Currently, no data Available
        Which hedge fund is a major shareholder of TSE:ZBAL?
        Currently, no hedge funds are holding shares in TSE:ZBAL

        Top 10 Holdings

        Name
        Weight %
        BMO S&P500 IdxCAD Un
        28.23%
        BMO AggregateBnd ETF
        28.04%
        BMO S&P/TSX CompIndx
        14.77%
        ZUAG.F
        BMO US Aggregate Bond Index ETF Trust Unit -Hedged-
        11.95%
        BMO MSCI EAFE Idx Un
        10.17%
        BMO MSCI Emerging Markets Index ETF
        4.41%
        BMO S&P US Mid Cap Index ETF Trust Units
        1.68%
        BMO S&P US Small Cap Index ETF Trust Units
        0.74%
        USD_CASH
        Canadian Dollar
        >-0.01%
        Total100.00%
        See All Holdings
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