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  5. ZMI: Hi 5i, I am looking for some new options for relatively conservative, monthly income funds. [BMO Monthly Income ETF]
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Investment Q&A

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Q: Hi 5i, I am looking for some new options for relatively conservative, monthly income funds. I would prefer no leverage and no return of capital. Over the years, you have mentioned these three funds (ZMI, XTR, FIE). Are there any new options that you would add to this list? Have the fundamentals changed on any of these three that would cause you to no longer recommend them? Thanks so much.
Asked by Elizabeth on May 27, 2025
5i Research Answer:

These three would still remain some of the more established diversified income ETFs. FIE might be a bit lower on the list, as it is focused on financials where the others are more diversified. 

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