FundGrade® “A” List

October 22, 2014

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.
Filter by Category:
12345678910...Last
Simple ReturnCompound Return
Fund NameFund GradeNAVPS$ 1 Mth6 MthYTD1 Yr 3 Yr5 Yr10 Yr
Acuity Pooled Fixed Income Fund A16.20 -0.85 3.51 7.09 8.33 5.24 6.35 6.49
AEGON imaxx Canadian Bond Fund Class A A11.69 -0.80 2.35 5.49 5.85 3.44 5.15 5.47
Barreau du Quebec Balanced Fund A15.41 -1.44 2.92 6.70 13.25 11.54 8.06 6.23
Beutel Goodman American Equity Fund Class B A17.77 1.38 5.82 14.52 27.83 24.61
Beutel Goodman American Equity Fund Class D A12.24 1.44 6.17 15.09 28.69 25.53 16.15 7.65
Beutel Goodman Balanced Fund Class B A11.63 -1.48 1.45 5.66 12.83 11.11
Beutel Goodman Balanced Fund Class D A19.34 -1.42 1.84 6.28 13.72 12.04 8.14 6.52
Beutel Goodman Canadian Dividend Fund Class B A13.48 -2.95 4.48 8.79 19.36 16.94
Beutel Goodman Canadian Dividend Fund Class D A8.70 -2.90 4.80 9.30 20.09 17.80 11.97 8.44
Beutel Goodman Canadian Equity Fund Class B A13.21 -3.59 4.84 9.68 20.32 15.96
Beutel Goodman Canadian Equity Fund Class D A32.07 -3.53 5.22 10.29 21.21 16.82 10.68 8.81
Beutel Goodman North American Focused Equ Fd Cl B A13.71 -2.85 2.95 10.18 21.03 19.00
Beutel Goodman North American Focused Equ Fd Cl D A8.16 -2.79 3.32 10.79 21.93 19.90 11.22 7.31
BMO Asset Management Balanced Fund A4.55 -1.51 4.44 10.43 17.31
BMO Canadian Small Cap Equity Fund Advisor Series A30.38 -3.95 9.51 16.12 31.17 24.19 18.19
BMO Canadian Small Cap Equity Fund Series A A52.46 -3.95 9.52 16.15 31.21 24.20 18.20 12.58
BMO China Equity Index ETF (ZCH) A17.61 -4.32 11.11 11.38 20.22 17.57
BMO Enterprise Fund - Advisor A23.14 -3.02 7.27 15.89 34.94 28.61 21.92 13.87
BMO Enterprise Fund - Classic A25.53 -2.97 7.62 16.44 35.79 29.35 22.58 14.52
BMO Enterprise Fund - T5 A15.35 -3.03 7.22 15.85 34.91 28.59 21.91
BMO Global Energy Class A21.23 -15.32 0.39 19.98 34.84 25.75 16.23
BMO Global Equity Class - Advisor A16.75 -1.19 1.88 8.85 21.74 20.09 11.28
BMO Global Equity Class Series A A7.98 -1.19 1.88 8.86 21.75 20.13 11.30 5.73
BMO Greater China Class Series A A18.65 -3.39 3.13 2.92 15.67 13.74 5.23
BMO High Yield US Corp Bond Hgd to CAD ETF (ZHY) A15.70 -2.58 0.48 3.24 6.59 10.70
BMO International Value Class A15.66 -0.91 1.17 5.97 11.63 14.20 8.12
BMO International Value Class - Advisor A15.62 -0.92 1.16 5.96 11.62 14.14 8.08
BMO Long Corporate Bond Index ETF (ZLC) A18.10 -1.44 5.72 12.35 13.68 6.98
BMO Low Volatility Canadian Equity ETF (ZLB) A23.09 -0.43 9.63 16.20 23.41
BMO Mid Corporate Bond Index ETF (ZCM) A16.16 -0.77 3.08 6.87 8.06 5.48
BMO North American Dividend Fund - Advisor A17.38 -0.48 4.39 11.52 25.26 20.88 13.10
BMO North American Dividend Fund Series A A26.59 -0.48 4.39 11.52 25.27 20.87 13.09 6.82
BMO Real Return Bond Index ETF (ZRR) A17.64 -2.18 5.28 11.91 9.98 2.57
BMO Short Corporate Bond Index ETF (ZCS) A14.80 -0.07 1.36 2.62 3.69 3.01
BMO Short Provincial Bond Index ETF (ZPS) A14.35 -0.08 1.31 2.33 3.21 1.95
Brandes Canadian Equity Fund A A15.14 -2.05 0.34 6.13 17.42 26.23 15.93 3.56
Brandes Corporate Focus Bond Fund (Unh) Class A A8.72 2.28 2.36 8.30 13.00 7.06 7.12
Brandes Emerging Markets Equity Fund A21.21 -6.31 6.10 8.98 16.06 11.40 5.70 8.42
Brandes Global Equity Fund Class AN A10.59 -1.25 1.70 7.78 18.21 18.54
Brandes International Equity Fund Class AN A11.31 -1.93 -1.65 4.18 12.88 14.26
Cambridge Canadian Growth Companies Fd AT6 A24.29 -3.02 4.45 12.59 22.62 34.19
Cambridge Pure Canadian Equity Fund A A20.99 -3.96 7.16 16.47 31.23 34.81
Cambridge Pure Canadian Equity Fund AT6 A25.74 -3.96 7.11 16.42 30.66 34.55
CAN Balanced (BT) 100/100 A14.07 -2.01 1.43 5.17 11.44 10.83
CAN Balanced (BT) 100/100 (PS1) A12.80 -1.97 1.66 5.53 11.93
CAN Balanced (BT) 75/100 A14.21 -2.00 1.51 5.30 11.62 11.02
CAN Balanced (BT) 75/100 (PS1) A12.88 -1.95 1.80 5.74 12.25
CAN Balanced (BT) 75/75 A14.26 -1.99 1.54 5.34 11.68 11.09
CAN Balanced (BT) 75/75 (PS1) A12.92 -1.94 1.88 5.84 12.37
CAN Enhanced Div (LK) 100/100 (PS1) A13.72 -3.64 6.26 11.27 17.81
12345678910...Last

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use.
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us.