FundGrade® “A” List

September 01, 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.
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Simple ReturnCompound Return
Fund NameFund GradeNAVPS$ 1 Mth6 MthYTD1 Yr 3 Yr5 Yr10 Yr
Acuity Pooled Fixed Income Fund A16.36 0.56 3.95 6.88 8.18 5.48 6.99 6.78
AEGON imaxx Canadian Bond Fund Class A A11.69 0.52 2.62 5.44 5.52 4.23 5.72 5.65
ASTRA Tradewinds U.S. Equity A13.79 -1.12 5.16 4.73 18.92
Barreau du Quebec Balanced Fund A16.10 1.20 6.41 7.34 16.12 9.86 9.15 6.31
Barreau du Quebec Equity Fund A21.04 2.45 16.66 14.65 26.03 14.42 12.25 8.94
Beutel Goodman American Equity Fund Class B A18.06 1.56 8.17 10.35 20.36 22.05
Beutel Goodman American Equity Fund Class D A12.42 1.62 8.53 10.77 21.18 22.96 16.44 6.96
Beutel Goodman Balanced Fund Class B A12.11 0.88 5.63 6.41 15.26 9.65
Beutel Goodman Balanced Fund Class D A20.13 0.94 6.04 6.89 16.17 10.57 9.19 6.64
Beutel Goodman Canadian Dividend Fund Class B A14.43 2.36 11.74 10.72 23.93 15.13
Beutel Goodman Canadian Dividend Fund Class D A9.31 2.41 12.08 11.12 24.69 15.98 12.86 8.76
Beutel Goodman Canadian Equity Fund Class B A14.27 2.36 13.51 11.93 26.61 13.13
Beutel Goodman Canadian Equity Fund Class D A34.60 2.43 13.92 12.41 27.54 13.98 12.10 9.15
Beutel Goodman Canadian Equity Plus Fund Class B A13.61 1.58 10.17 9.46 23.24 14.29
Beutel Goodman Canadian Equity Plus Fund Class D A16.14 1.63 10.49 9.83 24.01 15.08 11.73 8.04
Beutel Goodman Canadian Intrinsic Fund Class B A14.75 1.31 11.98 11.24 24.35 16.02
Beutel Goodman Canadian Intrinsic Fund Class D A8.77 1.37 12.38 11.72 25.27 16.90 12.10 7.30
Beutel Goodman Global Equity Fund Class B A13.07 0.26 2.69 4.26 18.12 14.75
Beutel Goodman Global Equity Fund Class D A13.52 0.32 3.01 4.66 18.91 15.61
Beutel Goodman World Focus Equity Fund Class B A14.26 0.15 3.26 5.10 20.38 15.75
Beutel Goodman World Focus Equity Fund Class D A5.49 0.21 3.65 5.57 21.30 16.80 10.98
Bissett Core Equity Trust A13.16 1.50 14.85 14.66 28.73 16.09 16.51
BMO Asset Management Balanced Fund A4.72 0.49 9.24 10.28 18.87
BMO China Equity Index ETF (ZCH) A18.47 6.38 12.22 10.68 35.83 5.54
BMO Enterprise Fund - Advisor A24.70 0.10 16.27 15.16 41.81 22.92 24.53 13.57
BMO Enterprise Fund - Classic A27.24 0.15 16.64 15.59 42.69 23.59 25.20 14.20
BMO Enterprise Fund - T5 A16.52 0.09 16.24 15.14 41.77 22.88 24.53
BMO Global Energy Class A28.32 -6.32 31.63 33.22 57.04 22.86 21.65
BMO Global Equity Class - Advisor A17.86 0.57 6.12 8.28 23.83 17.15 12.54
BMO Global Equity Class Series A A8.51 0.57 6.12 8.28 23.84 17.19 12.56 5.37
BMO High Yield US Corp Bond Hgd to CAD ETF (ZHY) A16.12 -1.07 3.26 3.95 8.01 7.61
BMO International Value Class A16.31 -0.36 5.94 5.82 14.59 11.94 9.62
BMO International Value Class - Advisor A16.27 -0.36 5.93 5.81 14.58 11.86 9.57
BMO Long Corporate Bond Index ETF (ZLC) A18.15 1.67 6.56 11.99 11.32 7.94
BMO Mid Corporate Bond Index ETF (ZCM) A16.17 0.77 3.61 6.75 7.48 5.72
BMO North American Dividend Fund - Advisor A17.98 0.53 7.13 8.47 21.52 17.95 13.61
BMO North American Dividend Fund Series A A27.50 0.54 7.13 8.47 21.52 17.94 13.60 6.57
BMO Real Return Bond Index ETF (ZRR) A17.71 2.68 8.43 13.90 10.25 3.19
BMO Resource Fund - Advisor A19.58 -5.69 19.42 26.10 35.32 3.53 10.01
BMO Resource Fund Series A A47.58 -5.69 19.43 26.11 35.35 3.55 10.01 11.18
BMO Short Corporate Bond Index ETF (ZCS) A14.79 0.44 1.47 2.45 3.59 3.01
Brandes Canadian Equity Fund A A15.89 -0.69 6.03 6.55 23.94 20.01 19.52 3.20
Brandes Corporate Focus Bond Fund (Unh) Class A A8.43 1.71 -0.37 5.41 10.29 8.33 7.64
Brandes Emerging Markets Equity Fund A23.16 2.37 15.65 13.26 29.76 6.06 9.07 9.08
Brandes Global Equity Fund Class AN A11.20 0.46 7.37 8.14 25.34 16.26
Brandes Global Opportunities Fund Class A A15.94 -0.03 10.47 11.57 30.03
Brandes Global Opportunities Fund Class AN A15.80 -0.01 10.59 11.72 30.32
Brandes Global Small Cap Equity Fund A18.57 -0.32 7.63 10.08 27.91 21.85 18.66 3.57
Brandes International Equity Fund Class AN A12.09 -0.36 5.57 6.04 23.96 12.36
Brandes U.S. Equity Fund A10.11 0.10 5.40 7.55 18.22 21.80 16.04 -0.39
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