FundGrade™ "A" List

July 01, 2016

Fundata Canada’s FundGrade™ ratings system helps investors select high-quality investment funds from the Canadian investment fund universe. The exclusive FundGrade ratings use an advanced risk-adjusted approach to grade the performance of each investment fund. A fund’s performance is evaluated not only in terms of returns but also in terms of amount of risk taken to generate these returns. Here are the funds that currently make the “A” grade.
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Simple ReturnCompound Return
Fund NameFund GradeNAVPS$ 1 Mth6 MthYTD1 Yr 3 Yr5 Yr10 Yr
1832 Equity Income Strategy A15.36 2.42 6.93 9.09 8.15 11.08 10.63
Barreau du Quebec Balanced Fund A15.53 2.36 1.94 1.73 0.68 8.10 6.96 5.53
Beutel Goodman American Equity Fund Class B A19.31 5.73 1.88 -1.10 2.00 16.79 16.63
Beutel Goodman American Equity Fund Class D A13.32 5.79 2.24 -0.82 2.70 17.59 17.47 9.71
Beutel Goodman American Equity Fund Class I A14.60 5.92 2.97 -0.25 4.15 19.21 19.05 11.14
Beutel Goodman Balanced Fund Class B A11.52 2.83 1.43 1.90 -0.78 6.67 6.14
Beutel Goodman Balanced Fund Class D A19.19 2.91 1.88 2.25 0.07 7.54 7.03 5.83
Beutel Goodman Balanced Fund Class F A11.69 2.92 1.94 2.31 0.22 7.70 7.17
Beutel Goodman Balanced Fund Class I A19.99 3.01 2.46 2.74 1.22 8.76 8.23 7.07
Beutel Goodman Canadian Dividend Fund Class B A13.60 2.15 3.55 5.56 2.36 9.70 9.07
Beutel Goodman Canadian Dividend Fund Class D A8.81 2.21 3.89 5.84 3.02 10.39 9.83 7.52
Beutel Goodman Canadian Dividend Fund Class F A13.89 2.24 4.08 6.00 3.39 10.77 10.16
Beutel Goodman Canadian Dividend Fund Class I A9.46 2.33 4.60 6.44 4.44 11.91 11.28 9.67
BMO Asset Management Balanced Fund A4.45 2.51 2.78 3.03 2.53 10.27
BMO China Equity Index ETF (ZCH) A17.52 0.85 -9.69 -11.60 -13.98 15.28 3.75
BMO Conservative ETF Portfolio Advisor Series A10.93 1.49 1.49 1.57 0.33
BMO Conservative ETF Portfolio Series A A10.95 1.49 1.49 1.57 0.34
BMO Conservative ETF Portfolio Series D A10.52 1.56 1.90 1.92 1.17
BMO Conservative ETF Portfolio Series F A11.19 1.59 2.05 2.04 1.45
BMO Conservative ETF Portfolio Series F6 A9.99 1.59 0.91 1.53
BMO Conservative ETF Portfolio Series I A11.08 1.62 2.26 2.21 1.95
BMO Conservative ETF Portfolio Series T6 A9.76 1.49 1.50 1.58 0.38
BMO Discount Bond Index ETF (ZDB) A16.36 0.84 3.33 2.17 2.87
BMO Emerging Markets Bond Hgd to CAD Index (ZEF) A17.11 -0.06 3.52 4.99 4.57 4.99 5.96
BMO Emerging Markets Fund Advisor Series A21.69 3.76 4.67 2.74 -0.96 4.56 2.92
BMO Emerging Markets Fund Advisor Series U$ A16.79 -0.72 6.58 8.41 -6.09 -3.33 -3.13
BMO Emerging Markets Fund Series A A16.15 3.76 4.67 2.75 -0.95 4.56 2.93 4.32
BMO Emerging Markets Fund Series D A11.81 3.86 5.25 3.22 0.15
BMO Emerging Markets Fund Series F A21.73 3.88 5.41 3.35 0.45 5.99 4.09
BMO Emerging Markets Fund Series F U$ A16.82 -0.61
BMO Emerging Markets Fund Series I A22.42 3.99 6.07 3.88 1.72 7.36 5.67
BMO Enterprise Fund Advisor Series A20.17 3.45 7.06 9.11 2.76 17.04 13.81 10.89
BMO Enterprise Fund Classic Series A22.47 3.51 7.40 9.40 3.41 17.77 14.47 11.50
BMO Enterprise Fund Series F A9.33 3.58 7.84 9.76 4.26 18.74 15.41 12.50
BMO Enterprise Fund Series I A24.27 3.68 8.49 10.31 5.53 20.23 16.93
BMO Enterprise Fund Series T5 A12.29 3.44 7.01 9.06 2.66 16.96 13.76
BMO Equal Weight US Banks Index ETF (ZBK) A16.13 7.48 -8.48 -9.40 -1.76
BMO Global Energy Class Advisor Series A17.07 2.35 16.64 23.23 -6.62 1.45 4.28
BMO Global Energy Class Series A A17.04 2.35 16.63 23.22 -6.63 1.45 4.29
BMO Global Energy Class Series F A10.86 2.46 17.41 23.90 -5.37
BMO Income ETF Portfolio - Advisor Series A10.93 1.26 2.03 1.62 0.86
BMO Income ETF Portfolio - Series A A10.93 1.26 2.03 1.62 0.86
BMO Income ETF Portfolio - Series D A10.58 1.33 2.44 1.96 1.67
BMO Income ETF Portfolio - Series F A11.06 1.36 2.59 2.09 1.97
BMO Income ETF Portfolio - Series F6 A10.05 1.36 2.07 1.57
BMO Income ETF Portfolio - Series I A10.86 1.41 2.88 2.32 2.54
BMO Income ETF Portfolio - Series T6 A9.69 1.26 2.03 1.62 0.85
BMO Low Volatility Canadian Equity ETF (ZLB) A27.59 2.93 5.88 8.42 5.22 15.66
BMO Low Volatility U.S. Equity ETF (ZLU) A30.51 5.18 7.62 2.03 17.48 25.07
BMO Low Volatility U.S. Equity ETF (ZLU.U) A24.23 0.64 9.61 7.66 11.41 15.65
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