ZBAL Stock Fund Price and Chart — TSX:ZBAL

Overview

Analysis Holdings Discussions Technicals Seasonals

ZBAL chart

Key stats

About BMO BALANCED ETF CAD UNITS

The fund aims to provide a balance of income and long-term capital appreciation through a strategic asset allocation strategy. The strategy allocates exposure to both equity and fixed income securities primarily via other BMO ETFs. Equity funds are expected to make up 60% of the holdings as compared to the 40% occupied by fixed income funds. Alternatively, the fund may also obtain its exposure by directly investing in equity and fixed income securities, in mutual funds and/or in derivatives. ZBALs risk profile is based on a blend of the returns of 40% MSCI World Total Return Index, 20% S&P TSX Capped Composite Total Return Index and 40% FTSE Canada Universe Bond Index.

Classification

ZBAL analysis

What's in the fund

Exposure type

ETF

Bonds, Cash & Other100.00%

ETF99.96%

Cash0.04%

Top 10 holdings

Technicals

Summarizing what the indicators are suggesting.

Oscillators

Neutral

SellBuy

Strong sellStrong buy