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Globefund 5-Star Funds
as of July 16, 2018
Funds 51 to 100 from 1639 found

Sort Fund Names by letter (Click on a column heading to sort up or down)
Fund Name Globefund 5-Star Rating 1 Yr Return 2 Yr Return 3 Yr Return Asset Class Chart/Info
BMO European Fund - F 5 stars 10.12 16.80 7.87 7.87 Chart    
BMO Fossil Fuel Free Series D 5 stars 13.59 17.10     Chart    
BMO Fossil Fuel Free Series F 5 stars 13.93 17.43     Chart    
BMO Global Energy Class - Advisor 5 stars 31.15 11.16 5.70 5.70 Chart    
BMO Global Energy Class F 5 stars 32.92 12.66 7.11 7.11 Chart    
BMO Global Energy Class Series A 5 stars 31.14 11.15 5.68 5.68 Chart    
BMO Global Equity - D 5 stars 17.27 17.21 9.66 9.66 Chart    
BMO Global Equity - F 5 stars 17.62 17.56 10.15 10.15 Chart    
BMO Global Equity Class - F 5 stars 16.90 17.62 10.06 10.06 Chart    
BMO Global Small Cap - F 5 stars 12.93 16.94 8.49 8.49 Chart    
BMO Greater China Class - Advisor 5 stars 21.16 23.92 10.21 10.21 Chart    
BMO Greater China Class - F 5 stars 23.16 25.97 12.03 12.03 Chart    
BMO Greater China Class Series A 5 stars 21.16 23.93 10.22 10.22 Chart    
BMO Growth Opportunities - F 5 stars 12.78 12.92 8.95 8.95 Chart    
BMO Long Corporate Bond Index ETF 5 stars 1.79 3.34 5.01 5.01 Chart    
BMO Low Vol Int Hgd to CAD 5 stars 9.07 8.84     Chart    
BMO Low Vol Intl Equity ETF 5 stars 10.66 9.23     Chart    
BMO Monthly Dividend Fd Ltd. - Adv 5 stars 5.85 11.03 4.41 4.41 Chart    
BMO Monthly Dividend Fund Ltd. - F 5 stars 7.02 12.25 5.54 5.54 Chart    
BMO Mthly Dividend Fd Ltd -Classic 5 stars 6.55 11.78 5.11 5.11 Chart    
BMO NASDAQ 100 Hedged Index ETF 5 stars 24.22 26.21 17.19 17.19 Chart    
BMO Precious Metals - Advisor 5 stars 1.13 -8.38 9.79 9.79 Chart    
BMO Precious Metals -F 5 stars 2.50 -7.16 11.25 11.25 Chart    
BMO Precious Metals Series A 5 stars 1.17 -8.36 9.81 9.81 Chart    
BMO S&P/TSX Equal Weight Bk Idx ETF 5 stars 11.44 17.00 13.35 13.35 Chart    
BMO SelectClass Growth Port - F 5 stars 9.32 10.88     Chart    
BMO SelectTrust Conservative Pfl- D 5 stars 4.40 5.55     Chart    
BMO SelectTrust Conservative Prt F6 5 stars 4.66 5.60     Chart    
BMO SelectTrust Growth Portfolio F6 5 stars 9.01 10.55     Chart    
BMO Tactical Balanced ETF - D 5 stars 6.51 6.09 4.22 4.22 Chart    
BMO Tactical Balanced ETF - F 5 stars 6.95 6.48 4.56 4.56 Chart    
BMO Tactical Dividend ETF - Adv 5 stars 5.14 8.38 5.93 5.93 Chart    
BMO Tactical Dividend ETF - D 5 stars 5.92 9.17 6.69 6.69 Chart    
BMO Tactical Dividend ETF - F 5 stars 6.37 9.57 7.05 7.05 Chart    
BMO Tactical Glo As Alloc ETF- Adv 5 stars 13.61 7.41     Chart    
BMO Tactical Glo Asset Alloc ETF- A 5 stars 13.61 7.40     Chart    
BMO Tactical Glo Asset Alloc ETF- D 5 stars 14.26 8.05     Chart    
BMO Tactical Glo Asset Alloc ETF- F 5 stars 14.74 8.46     Chart    
BMO U.S. Dollar Monthly Income-F C$ 5 stars 8.17 7.92 8.99 8.99 Chart    
BMO Ultra Short-Term Bond ETF 5 stars 1.60 1.60 1.56 1.56 Chart    
Barometer Long Short Pool Class A 5 stars 23.42 14.15 4.70 4.70 Chart    
Beutel Goodman Canadian Dividend B 5 stars 9.45 10.75 8.81 8.81 Chart    
Beutel Goodman Canadian Dividend D 5 stars 10.17 11.48 9.52 9.52 Chart    
Beutel Goodman Canadian Dividend F 5 stars 10.56 11.87 9.91 9.91 Chart    
BonaVista Balanced 5 stars 9.09 10.50 6.51 6.51 Chart    
BonaVista Canadian Equity 5 stars 13.32 14.79 8.58 8.58 Chart    
BonaVista Private Balanced 5 stars 8.90 10.73 7.07 7.07 Chart    
Brandes Canadian Money Market Sr F 5 stars 1.47 0.73 0.49 0.49 Chart    
Brandes Corp Foc Bond Sr A 5 stars 1.74 2.82 3.88 3.88 Chart    
Brandes Corp Foc Bond Sr A USD 5 stars 0.32 2.11 2.12 2.12 Chart    
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Methodology provided by Algorithmics Inc.

How It Works

Funds are ranked against their peers based on IFSC fund category. You can read more about a fund category by using the Fund Lookup Tool. Choose a Fund Category on the left and a description of each category will be shown with your results.

Mutual funds and segregated funds, which offer a guaranteed rate of return at maturity, are rated independently. As well, funds that focus on a unique strategy that is not comparable to other funds in a category are not rated. The IFSC calls these the miscellaneous fund category.

Funds often offer different series, corporate classes and foreign-currency versions. All of these variations share the same rating as the core fund. To qualify for a rating the core fund must be at least two-years old and there must be at least six core funds in the fund category for any of the funds in that category to receive a rating.

Funds compete with each other in terms of the best score and hence the best rating. A fund's score is a combination of return and regret and is determined as follows.

On a monthly basis, for each fund, we compute month-by-month returns and subtract from these the return of the 90-day Government of Canada Treasury bill to get what is known as the risk-free return for each month. If this result is positive for any one month, it contributes to the fund's return. If it is negative, it contributes to the fund's regret.

We then use an averaging method across each of these returns and regrets, with increasing weight on the most recent data, to derive a final measure for return and regret for each fund. The final score for a fund is then computed as the return score minus an adjusted regret score, where the adjustment factor for the regret component is unique for each fund category.

Using the final scores for each of the core funds in an asset class, we rank them and then allocate a star rating for each. The top 10 per cent of funds receive a five-star rating, the next 22.5 per cent a four-star rating, the middle 35 per cent a three-star rating, the next 22.5 per cent a two-star rating and the bottom 10 percent of funds a one-star rating.

The Fund Star-Rating service uses many of the elements of the Mark-to-Future methodology pioneered by Algorithmics Inc. They were founded in 1989 in response to the complex issues surrounding financial risk management for the enterprise. Today, as the leading provider with the largest and most experienced team in the industry, Algorithmics continues to focus its efforts on creating and implementing enterprise risk management software that meets the evolving needs of its customers. Continuing its tradition of leading the way in risk measurement and management tools and processes, Algorithmics recently introduced Mark-To-Future, an open and comprehensive framework for measuring risk and reward. Headquartered in Toronto, with 14 offices around the world, Algorithmics serves more than 90 global financial institutions with 140 installations worldwide.

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