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BMO Balanced ETF ETF AnalysisComprehensive ETF analysis for BMO Balanced ETF (ZBAL.TO) including NAV, expense ratio, sector breakdown, and holdings data.ETF AnalysisZBAL.TO
ZBAL.TO
BMO Balanced ETF
ZBAL.TO
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BMO Balanced ETF Logo

BMO Balanced ETF

ETF
🇨🇦ZBAL.TO•TSX•Multi-Asset

Your view on ZBAL.TO

BMO Balanced ETF Logo

BMO Balanced ETF

ETFBMO
🇨🇦ZBAL.TO•TSX•Multi-Asset
AUM (CAD)$661.98M
Expense Ratio0.18%
Holdings0

Sentiment

AUM (CAD)

$661.98M

Expense Ratio

0.18%

Holdings

0

Sentiment

ZBAL.TO
BMO Balanced ETF
ZBAL.TO

Overview for BMO Balanced ETF

Fund Type
ETF
Fund Issuer
BMO
Asset Class
Multi-Asset
Sector
Financial Services
Industry
Asset Management - Global
Inception Date
February 12, 2019
Domicile
CA
Website
bmogam.com/ca-en/products/exchange-traded-fund/bmo-balanced-etf-zbal
Fund Type
ETF
Fund Issuer
BMO
Asset Class
Multi-Asset
Sector
Financial Services
Industry
Asset Management - Global
Inception Date
February 12, 2019
Domicile
CA
Website
bmogam.com/ca-en/products/exchange-traded-fund/bmo-balanced-etf-zbal
Fund Type
ETF
Fund Issuer
BMO
Asset Class
Multi-Asset
Sector
Financial Services
Industry
Asset Management - Global
Inception Date
February 12, 2019
Domicile
CA
Website
bmogam.com/ca-en/products/exchange-traded-fund/bmo-balanced-etf-zbal

About this fund

The BMO Balanced ETF is designed to provide moderate long-term capital appreciation and income by investing in global equity and fixed income ETFs. The ETF will rebalance quarterly to strategic index asset allocation weights. The ETF will invest in broad indexed equity and fixed …

ZBAL.TO Stock Price

Key Facts

Multi-Asset

Expense Ratio

0.18%

AUM

$661.98M

Fund Details

NAV$15.87 CAD
Average Volume40.1K
Inception DateFebruary 12, 2019
Asset ClassMulti-Asset
Fund IssuerBMO
DomicileCA
ISINCA05591E1034
CUSIP05591E103
NAV CurrencyCAD

Expense Ratio

0.18%

Assets Under Management

$661.98M

NAV

$15.87 CAD

Average Volume

40.1K

Inception Date

February 12, 2019

Asset Class

Multi-Asset

Fund Issuer

BMO

Domicile

CA

ISIN

CA05591E1034

CUSIP

05591E103

NAV Currency

CAD

Expense Ratio

0.18%

Assets Under Management

$661.98M

NAV

$15.87 CAD

Average Volume

40.1K

Inception Date

February 12, 2019

Asset Class

Multi-Asset

Fund Issuer

BMO

Domicile

CA

ISIN

CA05591E1034

CUSIP

05591E103

NAV Currency

CAD

Data last updated: Sep 11, 2026, 07:10 AM

Latest headlines and company announcements for this company. Press releases and market coverage, newest first.

News

Latest Market News

this company valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

News

Latest Market News

What is ZBAL.TO?

BMO Balanced ETF (ZBAL.TO) is a Multi-Asset fund from BMO, listed since 2019, with $662.0M in assets under management, a 0.18% expense ratio, a NAV of $15.87 CAD.

What's in ZBAL.TO? Top 9 holdings

HoldingWeight
BMO S&P 500 Index ETF ZSP.TO28.14%
BMO Discount Bond Index ETF27.74%
BMO S&P/TSX Capped Composite Index ETF ZCN.TO14.69%
BMO US Aggregate Bond Index ETF11.65%
BMO MSCI EAFE Index ETF ZEA.TO9.84%
BMO MSCI Emerging Markets Index ETF ZEM.TO5.73%
BMO S&P US Mid Cap Index ETF ZMID.TO1.49%
BMO S&P US Small Cap Index ETF ZSML.TO0.73%
Cash-0.01%

ZBAL.TO sector breakdown

  • Technology 24.82%
  • Financial Services 21.43%
  • Industrials 10.85%
  • Consumer Cyclical 7.83%
  • Energy 7.14%
  • Healthcare 6.51%
  • Communication Services 6.30%
  • Basic Materials 6.24%

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  • FCCQ.TOFidelity Canadian High Quality ETF
  • HFR.TOGlobal X Active Ultra-Short Term Investment Grade Bond ETF
  • HULC.TOGlobal X US Large Cap Index Corporate Class ETF
  • MFT.TOMackenzie Floating Rate Income ETF
  • TQGD.TOTD Q Global Dividend ETF
  • TQGM.TOTD Q Global Multifactor ETF
  • VE.TOVanguard FTSE Developed Europe All Cap Index ETF

More BMO ETFs

  • ZWK.TOBMO Covered Call US Banks ETF
  • ZWP.TOBMO Europe High Dividend Covered Call ETF
  • ZWQT.TOBMO Global Enhanced Income Fund (ETF Series)
  • ZWS.TOBMO US High Dividend Covered Call Hedged to CAD ETF
  • ZWU.TOBMO Covered Call Utilities ETF
  • ZZZD.TOBMO Tactical Dividend ETF Fund (ETF Series)
  • ZWG.TOBMO Global High Dividend Covered Call ETF
  • ZWH.TOBMO US High Dividend Covered Call ETF