ZFH BMO BMO Floating Rate High Yield Series Units ETF

Cash & Cash Equivalents CAD
Price: $15.05
YTD: 2.42%
MER: 0.44%

Data as of: July 31, 2026

MER
0.44%
Management Fee
Yield
4.78%
Distribution Yield
Price
$15.05
Current Price
Holdings
9
Total Securities
Inception
Feb 2014
Fund Launch

About ZFH

ZFH (BMO Floating Rate High Yield Series Units ETF) is a Cash & Cash Equivalents ETF from BMO, listed on the TSX. It holds 13% bonds / 87% cash. The fund has a management expense ratio (MER) of 0.44% and monthly distributions.

Fund Details

Provider BMO
Category Cash & Cash Equivalents
AUM $256.2M
Exchange TSX
Currency CAD
Distribution Frequency Monthly
Last Distribution
Domicile Canada

Asset Allocation

87%
Bonds 13%
Cash 87%

Cumulative Returns

Period Return
1 Month 0.34%
3 Months 3.70%
6 Months 2.42%
YTD 2.42%
1 Year 6.19%
3 Years 28.72%
5 Years 39.50%
10 Years 71.21%
Since Inception 91.33%

Annualized Returns

Period Return
1 Year 6.19%
2 Years
3 Years 9.39%
5 Years 6.95%
10 Years 5.77%
Since Inception 5.37%

Annualized returns represent the average annual return over the period.

Calendar Year Returns

2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
7.04% 11.47% 13.36% -0.10% 4.15% -3.56% 11.12% 0.95% 5.47% 11.00%

Performance as of: 2026-06-30

Growth of $10,000

Compare with other ETFs
Initial Investment
$
Monthly Contribution
$

TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.

Top Holdings

Latest data
# Name Ticker Weight
1
C
Canada T Bill 0.01% 07/29/2026
Other
42.42%
2
C
Canada T Bill 0.01% 10/07/2026
Other
33.07%
3
C
Canada T Bill 0.01% 09/09/2026
Other
22.74%
4
S
S5107533 Credit Default Swap …
Other
2.27%
5
S
S5106857 Credit Default Swap …
Other
1.92%
6
S
S5106485 Credit Default Swap …
Other
1.29%
7
S
S5106858 Credit Default Swap …
Other
1.08%
8
S
S5106481 Credit Default Swap …
Other
0.26%
9
S
S5107453 Credit Default Swap …
Other
0.19%