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Globefund 5-Star Funds
as of October 22, 2018
Funds 51 to 100 from 1704 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 Global Balanced - F 5 stars 8.23 7.00 6.96 6.96 Chart    
BMO Global Energy Class - Advisor 5 stars 25.61 7.65 13.54 13.54 Chart    
BMO Global Energy Class F 5 stars 27.32 9.09 15.06 15.06 Chart    
BMO Global Energy Class Series A 5 stars 25.61 7.64 13.52 13.52 Chart    
BMO Global Equity Class - F 5 stars 16.70 14.61 11.27 11.27 Chart    
BMO Global Small Cap - F US$ 5 stars 9.36 13.88 10.64 10.64 Chart    
BMO Greater China Class - F 5 stars 11.07 14.18 14.70 14.70 Chart    
BMO Long Corporate Bond Index ETF 5 stars 3.92 0.75 4.56 4.56 Chart    
BMO Low Vol Int Hgd to CAD 5 stars 10.54 9.07     Chart    
BMO MSCI AC World High Qual Ind ETF 5 stars 18.40 14.82 14.06 14.06 Chart    
BMO MSCI Eur Hi Qlty Hdg C Inx ETF 5 stars 4.84 8.86 9.86 9.86 Chart    
BMO Monthly Dividend Fd Ltd. - Adv 5 stars 4.17 9.18 8.57 8.57 Chart    
BMO Monthly Dividend Fund Ltd. - F 5 stars 5.33 10.39 9.76 9.76 Chart    
BMO Monthly Dividend Ltd. Cl Sr 5 stars 4.87 9.92 9.30 9.30 Chart    
BMO NASDAQ 100 Hedged Index ETF 5 stars 27.24 24.91 22.19 22.19 Chart    
BMO Retirement Cons Port Sr F 5 stars 4.59 3.07 3.60 3.60 Chart    
BMO Retirement Cons Port Sr F4 5 stars 4.59 3.07     Chart    
BMO Retirement Cons Port Sr F6 5 stars 4.59 3.07     Chart    
BMO Tactical Dividend ETF - D 5 stars 4.97 7.93 8.05 8.05 Chart    
BMO Tactical Dividend ETF - F 5 stars 5.41 8.34 8.43 8.43 Chart    
BMO Tactical Glo As Alloc ETF- Adv 5 stars 15.79 7.24     Chart    
BMO Tactical Glo As Alloc ETF-F USD 5 stars 12.95 9.12     Chart    
BMO Tactical Glo Asset Alloc ETF- A 5 stars 15.79 7.22     Chart    
BMO Tactical Glo Asset Alloc ETF- D 5 stars 16.47 7.86     Chart    
BMO Tactical Glo Asset Alloc ETF- F 5 stars 16.92 8.27     Chart    
BMO U.S. Dollar Balanced - A 5 stars 6.03 8.42 7.69 7.69 Chart    
BMO U.S. Dollar Balanced - Adv 5 stars 6.01 8.41 7.70 7.70 Chart    
BMO U.S. Dollar Balanced - F 5 stars 7.26 9.65 8.86 8.86 Chart    
BMO U.S. Dollar Balanced - F C$ 5 stars 11.03 8.80 7.68 7.68 Chart    
BMO U.S. Dollar Monthly Income - F 5 stars 6.22 7.68 9.02 9.02 Chart    
BMO Ultra Short-Term Bond ETF 5 stars 1.79 1.58 1.62 1.62 Chart    
BlackRock Dvsfd Mth Inc Ptfl Srs D 5 stars 2.73 3.69 5.66 5.66 Chart    
BonaVista Canadian Equity 5 stars 8.08 10.54 11.22 11.22 Chart    
BonaVista Private Balanced 5 stars 8.52 8.37 8.59 8.59 Chart    
Brandes Corp Foc Bond Sr F USD 5 stars 0.44 1.43 3.27 3.27 Chart    
Brandes Corp Foc Bond Sr FH 5 stars 0.06 0.96 2.86 2.86 Chart    
CAN Global Growth (M) 75/100 (PS1) 5 stars 16.32 13.88 10.08 10.08 Chart    
CAN Global Growth (M) 75/75 (PS1) 5 stars 16.70 14.25 10.44 10.44 Chart    
CAN U.S. Growth (PUT) 100/100 5 stars 28.75 21.20 16.92 16.92 Chart    
CAN U.S. Growth (PUT) 75/100 5 stars 29.28 21.70 17.40 17.40 Chart    
CAN U.S. Growth (PUT) 75/75 5 stars 29.32 21.74 17.43 17.43 Chart    
CC&L Core Income and Growth-F 5 stars 5.69 5.53 8.02 8.02 Chart    
CC&L Global Alpha Cl F 5 stars 13.65 14.02 13.42 13.42 Chart    
CC&L Global Alpha Srs A 5 stars 12.39 12.82 12.21 12.21 Chart    
CC&L Q Emerging Markets Equity Fund 5 stars 5.31 13.54 14.75 14.75 Chart    
CDSPI Canadian Equity Corp Cl (CI) 5 stars 7.36 11.84 11.28 11.28 Chart    
CDSPI Pacific Basin (CI) 5 stars 3.86 6.74 7.74 7.74 Chart    
CI Investment Grade Bd I 5 stars 1.51 2.01 4.34 4.34 Chart    
CI Investment Grade Bd O 5 stars 1.34 1.88 4.16 4.16 Chart    
CI Signature High Yd Bd II Cl F 5 stars 4.13 5.98 6.75 6.75 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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