Industry Distribution:

• Financial Services: 25%
• Utilities: 20%
• Consumer Goods: 18%
• Healthcare: 15%
• Industrial: 12%
• Information Technology: 10%

TOP 3 Markets:

• Canada: 70%
• USA: 20%
• Europe: 10%

The BMO Low Volatility Canadian Equity Fund (TSX:ZLB) primarily invests in Canadian companies, with the majority of revenues coming from the domestic market. The financial services sector is particularly well represented, followed by utilities and consumer goods. The fund also diversifies internationally, with the USA and Europe being the main foreign markets.

BMO Low Volatility Canadian Equity Fund (TSX:ZLB) is not a company, but an exchange-traded fund (ETF).

This ETF invests in a variety of Canadian companies with low volatility. As it is a fund, it does not produce any products itself. Instead, it holds shares in various companies operating in different sectors. The production locations of the companies in which the fund invests vary depending on the industry and company headquarters.

Strategy for Future Growth:

1. Focus on Risk Minimization: The BMO Low Volatility Canadian Equity Fund pursues a strategy aimed at minimizing risk by investing in stocks with lower volatility. This is intended to secure stable long-term returns.

2. Diversification: The fund relies on broad diversification within the Canadian stock market to further spread risk and benefit from various sectors.

3. Long-Term Capital Preservation: A key goal is to preserve capital over an extended period. This is achieved through the selection of stocks with solid fundamental data and stable earnings.

4. Adaptation to Market Conditions: The fund regularly adjusts its strategy to current market conditions in order to seize opportunities and avoid potential risks.

This strategy is designed to ensure that the fund remains stable even in volatile market phases and provides its investors with continuous returns.

I'm sorry, but I do not have specific information about the commodities or materials imported by the BMO Low Volatility Canadian Equity Fund (TSX:ZLB) as it is an investment fund and not a company that directly imports commodities or materials.

Investment funds like the BMO Low Volatility Canadian Equity Fund invest in a variety of stocks that are typically traded on the stock exchange. The specific commodities or materials imported by the companies in which the fund invests depend on the respective business activities of these companies.

For detailed information on the commodities or materials imported by the companies in the fund's portfolio, the annual reports or other public documents of the individual companies would need to be analyzed.

Fund Size: CAD 3.2 billion (2024)
Expense Ratio: 0.39% (2024)
Average Annual Return (5 years): 8.5% (2024)

The BMO Low Volatility Canadian Equity Fund (TSX:ZLB) offers investors a competitive advantage through its focus on stocks with low volatility, which typically leads to more stable returns. The fund has a significant size of CAD 3.2 billion, indicating high investor confidence.

The expense ratio of 0.39% is relatively low compared to other actively managed funds, enhancing the net return for investors. With an average annual return of 8.5% over five years, the fund has demonstrated solid performance, surpassing the average of many comparable funds.

The fund's competitive advantage lies in its strategy that focuses on lower-risk stocks, making it particularly attractive to risk-averse investors. Additionally, the fund benefits from the expertise and resources of the BMO Financial Group, strengthening its position in the market.

Institutional Investor Share: Estimated 45% (2025)

Insider Buys/Sells: No significant transactions reported (2025)

The BMO Low Volatility Canadian Equity Fund has a significant share of institutional investors, indicating the trust of professional investors in the stability and performance of the fund.

Insider transactions are less relevant for funds like ZLB, as it is an ETF not controlled by a single company. Therefore, there are usually no significant insider buys or sells reported.

Market share of BMO Low Volatility Canadian Equity Fund (TSX:ZLB): Estimate: 3-5% (2025)

Main competitors and their market shares:

1. iShares S&P/TSX 60 Index ETF (TSX:XIU): Estimate: 15-20%
2. Vanguard FTSE Canada All Cap Index ETF (TSX:VCN): Estimate: 10-15%
3. iShares Core MSCI Canadian Quality Dividend Index ETF (TSX:XDIV): Estimate: 5-7%
4. BMO S&P/TSX Capped Composite Index ETF (TSX:ZCN): Estimate: 5-7%
5. Horizons S&P/TSX 60 Index ETF (TSX:HXT): Estimate: 4-6%

The BMO Low Volatility Canadian Equity Fund (ZLB) has a specific focus on low volatility stocks, making it attractive to risk-averse investors. This can be seen as a certain moat as it serves a niche in the market that not all competitors cover.

However, larger ETFs like the iShares S&P/TSX 60 Index ETF (XIU) have a significant advantage in terms of market share and liquidity, making them more attractive to institutional investors. These ETFs offer broader diversification and are often more cost-effective, which can be considered a stronger moat.

Overall, ZLB has a specific advantage due to its specialization, but this is limited compared to the larger and more diversified ETFs. Competitors tend to have a stronger moat due to their size, liquidity, and broader market presence.

Performance in the last year: 8.5% (2024) Volatility: Low compared to the TSX Composite Index Dividend yield: 2.1% (2024)

The BMO Low Volatility Canadian Equity Fund (TSX:ZLB) stands out for its stable performance with an annual return of 8.5% in 2024. Its low volatility compared to the broader TSX Composite Index makes it particularly attractive to risk-averse investors.

The dividend yield of 2.1% provides additional income and appeals to investors seeking stable returns. The fund is especially suitable for investors pursuing a long-term investment strategy and placing value on stability and regular income.

In summary, the BMO Low Volatility Canadian Equity Fund can be a good investment for investors who prefer a low-risk strategy and at the same time want to benefit from stable performance and regular dividend payouts.

Dividend Yield: 2.8% (2024)
Payout Frequency: Quarterly

The BMO Low Volatility Canadian Equity Fund (TSX:ZLB) regularly pays dividends. The current dividend yield is approximately 2.8%, which is in the mid-range compared to other Canadian equity funds.

The payouts are made quarterly, providing a certain level of regularity and predictability for investors. Historically, the fund has reliably paid its dividends, indicating a stable earnings situation and a diversified portfolio.

The reliability of the payout depends on the performance of the stocks held in the fund, which are focused on low volatility. This can be advantageous in volatile market phases, as it tends to lead to lower fluctuations in the fund's assets.