Unlike stocks or exchange-traded funds, mutual funds trade just once per day, and many investors own them as part of a defined contribution retirement plan such as a 401(k) or an individual retirement account, known as an IRA.
#Best performing mutual funds canada 2015 professional
The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).Mutual funds continue to be among the most popular investing tools for both individual and professional investors who seek to beat the market or simply access a broad swath of investments rather than purchase stocks or bonds individually. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).īMO North American Dividend (series A), was awarded the 2014 Lipper Fund Award in the North American Equity Fund category for the three year period ending Jout of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).īMO Mid Corporate Bond Index ETF, was awarded the 2014 Lipper Fund Award in the Canadian Fixed Income Fund category for the three year period ending Jout of a total of 7 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).īMO Junior Oil Index ETF, was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending Jout of a total of 6 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).īMO High Yield US Corporate Bond Hedged to CAD Index ETF, was awarded the 2014 Lipper Fund Award in the High Yield Fund category for the three year period ending Jout of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).īMO Global Infrastructure Index ETF, was awarded the 2014 Lipper Fund Award in the Global Equity Fund category for the three year period ending Jout of a total of 6 funds. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.īMO Global Energy Class(series A), was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending Jout of a total of 16 funds. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Please read the prospectus before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. For more information, see Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.
The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.ġ The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and a separate legal entity from Bank of Montreal.
0 kommentar(er)
