Workflow
Risk-adjusted performance
icon
Search documents
FUTY Beats XLU: A Deep Dive Into America's Top Utilities ETFs
Seeking Alpha· 2025-11-14 15:45
Core Insights - The U.S. utilities sector has not recently provided top-tier risk-adjusted performance as the market currently favors large growth companies [1] - Investing in U.S. utilities is suggested as a strategy to reduce portfolio risk [1] Group 1: Sector Performance - The utilities sector is underperforming compared to large growth companies in terms of risk-adjusted returns [1] Group 2: Investment Strategy - Investing in U.S. utilities can serve as a derisking initiative for portfolios [1]
Brompton Tech Leaders Income ETF Wins 2025 LSEG Lipper Fund Award
Globenewswire· 2025-11-06 17:32
Core Insights - Brompton Tech Leaders Income ETF (TLF) has been awarded the LSEG Lipper Fund Awards Canada 2025 for Best Sector Equity Fund over ten years, highlighting its strong risk-adjusted performance relative to peers [1][6]. Fund Performance - TLF offers a current distribution rate of 6.2% as of November 5, 2025, and has achieved an 18.6% per annum total return over the last 10 years, as of October 31, 2025 [3]. - The fund's performance metrics include a 25.2% return over the past year, 29.6% over three years, and 18.3% over five years [8]. Fund Management - The Chief Investment Officer of Brompton, Laura Lau, emphasized the team's commitment to providing high-quality investment solutions and focusing on long-term growth and reliable income for investors [2]. About Brompton Funds - Brompton Funds, established in 2000, specializes in income and growth-focused investment solutions, including ETFs and other investment funds traded on the Toronto Stock Exchange [5].
BMO Recognized for Excellence with Twelve 2025 LSEG Lipper Fund Awards - Bank of Montreal (NYSE:BMO)
Benzinga· 2025-11-06 14:00
Core Insights - BMO Global Asset Management received twelve awards at the 2025 Canada LSEG Lipper Fund Awards, highlighting its excellence in providing strong, risk-adjusted returns across various investment solutions [1][2] Fund Performance - BMO Growth & Income Fund (Series F) was recognized as the Best Canadian Dividend & Income Equity fund over 3 years and 5 years, with performance metrics of 27.88% (1 year), 23.71% (3 years), 19.8% (5 years), 11.08% (10 years) [4][14] - BMO Monthly Dividend Fund Ltd. (Series F) won Best Canadian Fixed Income Balanced fund over 3 years and 5 years, achieving returns of 16.56% (1 year), 13.69% (3 years), and 12.70% (5 years) [4][15][16] - BMO European Fund (Series F) was awarded Best European Equity fund over 10 years, with returns of 12.52% (1 year), 24.72% (3 years), and 11.81% (5 years) [4][17] - BMO Global Infrastructure Fund (Series F) received recognition as the Best Global Infrastructure Equity fund over 5 years, with performance of 18.40% (1 year), 17.00% (3 years), and 13.24% (5 years) [4][18] - BMO U.S. Small Cap Fund (Series F) was awarded Best US Small/Mid Cap Equity fund over 5 years, with returns of 16.15% (1 year), 20.58% (3 years), and 19.17% (5 years) [4][19] ETF Performance - BMO Canadian Bank Income Index ETF (Ticker: ZBI) was recognized as the Best Canadian Fixed Income ETF over 3 years, with a return of 6.59% (1 year) and 7.47% (3 years) [5][20] - BMO Mid Provincial Bond Index ETF (Ticker: ZMP) won Best Canadian Fixed Income ETF over 10 years, achieving returns of 4.34% (1 year) and 5.24% (3 years) [5][21] - BMO Ultra Short-Term US Bond ETF (USD Units) (Ticker: ZUS.U) was awarded Best Global Fixed Income ETF over 3 years and 5 years, with returns of 4.79% (1 year) and 5.13% (3 years) [5][22] - BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) received recognition as the Best US Equity ETF over 10 years, with performance metrics of 13.88% (1 year), 27.33% (3 years), and 15.93% (5 years) [5][23] Company Overview - BMO Financial Group is the seventh largest bank in North America by assets, with total assets of $1.4 trillion as of July 31, 2025, serving 13 million customers across Canada, the United States, and select global markets [24]