BMO Floating Rate Etf Profile
| ZFH Etf | CAD 14.76 -0.02 -0.14% |
Performance Weak
| Odds Of Distress Low
|
Market participants are valuing BMO Floating at $14.76 as of March 23, 2026, marking a 0.14% decrease for the day. Quantitative distress indicators imply that BMO Floating faces a relatively small probability of financial distress with odds near 9%. BMO Floating has delivered negative risk-adjusted returns over the past 90 trading days, reflecting weak risk-adjusted results. The performance scores are computed for the period from December 23, 2025 through March 23, 2026. Learn more.
Moving together with BMO Etf
Etf Highlights
BMO Floating Rate [ZFH] is traded in Canada. The fund is listed under the Floating Rate Loans category and is part of the BMO Asset Management Inc family. BMO Floating Rate at this time has 136.91 M in net assets. The total return for the last 3 years is 9.9%. The ETF has a beta of 0.028. As returns on the market increase, returns on BMO Floating tend to move in the opposite direction, though by a smaller magnitude. During a bear market, however, BMO Floating is likely to outperform the market. BMO Floating financial stability analysisThis highlights section surfaces the most decision-relevant indicators surrounding BMO Floating Rate. The practical value is speed: it gathers the most important context before the position is initiated, resized, or compared with peers.
Notable Updates
| Business Concentration | Floating Rate Loans, BMO Asset Management Inc (View all Sectors) |
| Updated At | 22nd of March 2026 |
Top Holders
| ZMI | BMO Monthly Income | Etf | Global Neutral Balanced |
Common Risk Profiles
Estimating a fair return for BMO Floating begins with the Capital Asset Pricing Model framework. Alpha measures excess performance relative to the benchmark, while beta quantifies market sensitivity. The Capital Asset Pricing Model is the most widely used tool for determining BMO Floating market risk premium.
| Mean Deviation | 0.2001 | |||
| Standard Deviation | 0.2842 | |||
| Variance | 0.0808 | |||
| Risk Adjusted Performance | -0.16 |
Technical Analysis
Transformation |
This analysis covers sixty-one data points across the selected time horizon. BMO Floating Rate Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe BMO Floating price patterns.
BMO Floating Rate Against Markets
Etf Analysis Notes
The fund keeps about 27.88% of net assets in bonds. BMO Floating Rate's last dividend was C$0.058 per share. BMO Floating Rate reported C$136.9 million in Total Assets.Investor Insights and Alerts
| BMO Floating Rate generated a negative expected return over the last 90 days | |
| The fund keeps about 27.88% of its net assets in bonds |
Institutional Etf Holders for BMO Floating
Ownership mix should still be evaluated through filings, holder turnover, and governance disclosures. Revenue scale should be reviewed against peers and reporting history. How that holder base reacts to earnings changes can move BMO Floating Rate in the short term. The business currently sits in the its sector and the its industry. The holder map for BMO Floating Rate is most useful when paired with volume trends and short-interest data.
| ZMI | BMO Monthly Income | Etf | Global Neutral Balanced |
Predictive Daily Indicators
Short-horizon indicators in BMO Floating Rate turn fast-changing price action into clearer risk and execution cues. They help with timing and trade management, but still need to match broader trend and volatility conditions.
Forecast Models
Forecasting applied to BMO Floating Rate learns from price structure, volatility patterns, and trend strength rather than commentary alone. They work best when compared with volatility and catalyst risk rather than treated as a single price target.Etf Overview, Methodology & Data Sources
Holdings concentration and factor tilts shape risk exposure across cycles. The current allocation is approximately 28.0% bonds. It is classified under Floating Rate Loans within the BMO Asset Management Inc family. Price movements may be comparatively less responsive to macroeconomic volatility.
Methodology
Unless otherwise specified, data for BMO Floating Rate is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. BMO Floating Rate market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Indicative intraday values (IIV), where published, may provide additional context for premium or discount behavior relative to reported NAV. Assumptions: We use public fund disclosures, holdings reports, and market data feeds with disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR as reference inputs. Data may be normalized and can be delayed. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
BMO Floating Rate may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
This content is curated and reviewed by:
Raphi Shpitalnik - Junior Member of Macroaxis Editorial BoardBe your own money manager
Optimization tools can help investors judge whether capital allocated to BMO Floating Rate is being used efficiently relative to other opportunities in the same equity universe. The better process compares expected return, volatility, and correlation before the position is increased or introduced.
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Other Information on Investing in BMO Etf
BMO Floating ratios capture relationships across its reported financial data. This information is derived from the most recent year, quarter, or monthly reporting available.