ZBAL — BMO Balanced ETF

BMO • Asset Allocation

Last updated: Dec. 12, 2025

Summary

MER
0.200%
AUM
$438667841
Yield
2.007%
Inception
Feb. 12, 2019

Returns

Show:
1M
0.61%
3M
6.02%
6M
11.84%
YTD
13.79%
1Y
12.68%
3Y
43.73%
12.85%
5Y
48.05%
8.16%
10Y
Since Inception
77.63%
8.82%

Top Holdings (latest)

Name Ticker Weight % Country Sector
BMO DISCOUNT BOND INDEX ETF ZDB 27.730%
BMO S&P 500 Index ETF ZSP 27.700%
BMO S&P/TSX Capped Composite Index ETF ZCN 15.220%
BMO US AGGREGATE BOND INDEX ETF ZUAG/F 12.010%
BMO MSCI EAFE Index ETF ZEA 10.050%
BMO MSCI Emerging Markets Index ETF ZEM 5.030%
BMO S&P US MID CAP INDEX ETF ZMID 1.520%
BMO S&P US SMALL CAP INDEX ETF ZSML 0.710%
Cash 0.246%