BMO Recognized for Excellence at Fundata FundGrade A+® Awards
Announced at the
The FundGrade A+® Awards are presented annually to investment funds and managers that demonstrate outstanding performance over time, drawing on up to ten years of risk‑adjusted return history to identify the industry's top performers.
"These awards showcase the strength of our investment teams and reinforce our commitment to delivering high‑quality solutions for investors," said
"Being recognized once again as one of
Fundata reviewed performance data as of
List of Winning BMO ETFs
|
Fund |
CIFSC Category1 |
FundGrade |
FundGrade |
|
|
Global Neutral Balanced |
226 |
|
|
|
Canadian Corporate Fixed Income |
42 |
|
|
|
Canadian Fixed Income |
110 |
|
|
|
Global Fixed Income Balanced |
136 |
|
|
|
Precious Metals Equity |
18 |
|
|
|
Energy Equity |
20 |
|
|
|
Floating Rate Loan |
15 |
|
|
|
Global Equity Balanced |
190 |
|
|
|
Canadian Long Term Fixed Income |
11 |
|
|
|
Canadian Equity |
166 |
|
|
|
Canadian Fixed Income |
110 |
|
|
|
Global Equity |
314 |
|
|
|
International Equity |
168 |
|
|
|
|
256 |
|
|
|
|
256 |
|
|
BMO S&P 500 Index ETF (ZSP) |
|
256 |
|
|
|
Canadian Short Term Fixed Income |
82 |
|
|
|
|
65 |
|
|
|
|
65 |
|
List of Winning BMO Mutual Funds
|
Fund |
CIFSC Category1 |
FundGrade |
FundGrade |
|
|
Canadian Neutral Balanced |
60 |
|
|
BMO Global Dividend Opportunities Fund |
Global Dividend & Income Equity |
43 |
|
|
BMO Global Equity Fund |
Global Equity |
314 |
|
|
|
Global Neutral Balanced |
226 |
|
|
|
Canadian Fixed Income Balanced |
69 |
|
|
BMO Nasdaq 100 |
|
256 |
|
|
|
Global Neutral Balanced |
226 |
|
|
|
|
47 |
|
|
1 |
Canadian Investment Funds Standard Committee (CIFSC) |
|
2 |
Number of peers in each category. |
|
3 |
The end date for the FundGrade calculation is |
Performance for
Performance for
Performance for
Performance for
Performance for
Performance for BMO Equal Weight Oil & Gas Index ETF (TSX: ZEO) for the period ended December 31, 2025 is as follows: 1 year, 13.53%; 3 years, 13.51%; 5 years, 27.31%; 10 years, 8.89%; and since inception, 2.68% (2009-10-20).
Performance for
Performance for
Performance for
Performance for BMO Low Volatility Canadian Equity ETF (TSX: ZLB) for the period ended December 31, 2025 is as follows: 1 year, 25.26%; 3 years, 16.48%; 5 years, 14.11%; 10 years, 11.33%; and since inception, 12.78% (2011-10-20).
Performance for
Performance for
Performance for BMO MSCI EAFE Hedged to CAD Index ETF (TSX: ZDM) for the period ended
Performance for BMO MSCI USA High Quality Index ETF (TSX: ZUQ) for the period ended December 31, 2025 is as follows: 1 year, 10.48%; 3 years, 25.20%; 5 years, 15.29%; 10 years, 15.20%; and since inception, 16.39% (2014-11-05).
Performance for
Performance for BMO S&P 500 Index ETF (TSX: ZSP) for the period ended December 31, 2025 is as follows: 1 year, 12.29%; 3 years, 23.18%; 5 years, 15.80%; 10 years, 14.32%; and since inception, 17.53% (2012-11-14).
Performance for BMO Short Corporate Bond Index ETF (TSX: ZCS) for the period ended December 31, 2025 is as follows: 1 year, 4.70%; 3 years, 6.13%; 5 years, 2.56%; 10 years, 2.80%; and since inception, 3.01% (2009-10-26).
Performance for
Performance for
Performance for
Performance for BMO Global Dividend Opportunities Fund (Series F) for the period ended December 31, 2025 is as follows: 1 year, 16.11%; 3 years, 20.66%; 5 years, 15.00%; 10 years, 10.40%; since inception, 10.76% (2009-11-11).
Performance for BMO Global Equity Fund (Series F) for the period ended December 31, 2025 is as follows: 1 year, 16.74%; 3 years, 22.22%; 5 years, 15.33%; 10 years, 11.07%; since inception, 11.38% (2015-04-17).
Performance for BMO Global Income and Growth (Series F) for the period ended December 31, 2025 is as follows: 1 year, 12.87%; 3 years, 14.63%; since inception, 15.04% (2022-11-03).
Performance for
Performance for BMO Nasdaq 100
Performance for
Performance for
The
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Commissions, management fees and expenses (if applicable) all may be associated with investments in mutual funds and ETFs. Trailing commissions may be associated with investments in certain series of securities of mutual funds. Please read the ETF facts, fund facts or prospectus of the relevant mutual fund or ETF before investing. The indicated rates of return are the historical annual compounded total returns including changes in share or unit value and reinvestment of all dividends or 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. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.
For a summary of the risks of an investment in BMO Mutual Funds or BMO ETFs, please see the specific risks set out in the prospectus of the relevant mutual fund or ETF. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.
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FundGrade Disclosure
FundGrade A+® is used with permission from
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