(ZLU) BMO Low Volatility US - Ratings and Ratios

BMO Low Volatility US Equity ETF (Ticker: ZLU) is a Canadian exchange-traded fund designed to provide exposure to low-volatility US equities. It seeks to deliver returns with reduced volatility compared to the broader US market. The fund is listed on the Toronto Stock Exchange (TO) and is managed by BMO Global Asset Management.

From a technical perspective, ZLU has shown stability in recent trading sessions. The ETF is currently trading at $55.35, slightly above its 20-day simple moving average (SMA) of $55.26 but below its 50-day SMA of $56.70. The 200-day SMA stands at $54.70, indicating a gradual upward trend over the longer term. The Average True Range (ATR) of 0.91 reflects moderate volatility, while the 20-day average volume of 18,000 shares suggests consistent liquidity.

Fundamentally, ZLU manages a substantial asset base of $2.159 billion CAD, underscoring its popularity among investors seeking low-volatility US equity exposure. The fund tracks the Morningstar US Market TR CAD Index, which provides broad coverage of the US market while emphasizing lower-volatility stocks. This approach aligns with investor demand for risk-mitigated equity strategies.

3-Month Forecast: Based on and , ZLU is expected to maintain its stable performance. The convergence of the 20-day and 50-day SMAs suggests a neutral to slightly bullish short-term outlook, while the ATR indicates continued low volatility. Fundamentally, steady inflows into low-volatility strategies and the ETFs established track record position it for moderate growth.