FundGrade® “A” List

September 20, 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 A16.15 1.05 4.21 8.00 9.86 5.85 6.87 6.73
AEGON imaxx Canadian Bond Fund Class A A11.52 0.86 3.22 6.35 7.09 4.24 5.53 5.58
ASTRA Tradewinds U.S. Equity A13.81 2.42 4.04 7.26 20.75
Barreau du Quebec Balanced Fund A16.06 0.86 4.50 8.26 17.25 11.46 8.78 6.44
Beutel Goodman American Equity Fund Class B A18.48 2.37 6.09 12.96 24.68 23.92
Beutel Goodman American Equity Fund Class D A12.71 2.42 6.44 13.45 25.52 24.84 15.76 7.25
Beutel Goodman Balanced Fund Class B A12.10 0.79 3.83 7.25 16.01 10.67
Beutel Goodman Balanced Fund Class D A20.12 0.85 4.23 7.80 16.91 11.60 8.82 6.69
Beutel Goodman Canadian Dividend Fund Class B A14.42 1.25 10.30 12.10 24.96 16.65
Beutel Goodman Canadian Dividend Fund Class D A9.31 1.30 10.64 12.56 25.72 17.54 13.10 8.85
Beutel Goodman North American Focused Equ Fd Cl B A14.78 1.95 9.59 13.41 27.14 18.17
Beutel Goodman North American Focused Equ Fd Cl D A8.79 2.00 9.99 13.96 28.08 19.06 12.23 7.44
BMO Asset Management Balanced Fund A4.69 1.68 7.25 12.13 20.67
BMO China Equity Index ETF (ZCH) A18.28 5.18 11.16 16.41 34.97 10.90
BMO Enterprise Fund - Advisor A24.36 3.77 13.95 19.50 46.20 27.34 24.06 14.46
BMO Enterprise Fund - Classic A26.87 3.82 14.32 20.01 47.11 28.07 24.72 15.11
BMO Enterprise Fund - T5 A16.23 3.76 13.91 19.47 46.15 27.35 24.05
BMO Global Energy Class A25.68 6.36 25.18 41.69 65.45 28.86 22.75
BMO Global Energy Class - Advisor A25.68 6.36 25.19 41.71 65.45 28.82 22.74
BMO Global Equity Class - Advisor A17.77 1.74 3.16 10.16 25.83 19.33 11.78
BMO Global Equity Class Series A A8.47 1.74 3.17 10.17 25.84 19.37 11.81 5.73
BMO Greater China Class Series A A19.00 1.63 3.74 6.53 23.28 10.20 6.91
BMO High Yield US Corp Bond Hgd to CAD ETF (ZHY) A15.92 1.95 3.25 5.97 11.07 10.18
BMO International Value Class A16.22 1.07 1.42 6.95 15.47 13.39 8.88
BMO International Value Class - Advisor A16.18 1.07 1.41 6.94 15.46 13.31 8.83
BMO Long Corporate Bond Index ETF (ZLC) A17.65 1.79 7.64 13.99 14.98 8.67
BMO Mid Corporate Bond Index ETF (ZCM) A15.96 0.89 3.93 7.70 9.22 6.11
BMO North American Dividend Fund - Advisor A18.11 3.31 7.37 12.06 26.85 20.17 13.52
BMO North American Dividend Fund Series A A27.70 3.31 7.37 12.06 26.86 20.16 13.50 7.06
BMO Real Return Bond Index ETF (ZRR) A17.02 0.44 8.02 14.40 12.25 3.93
BMO Resource Fund - Advisor A17.78 4.88 13.94 32.25 36.61 7.13 11.04
BMO Resource Fund Series A A43.21 4.88 13.96 32.27 36.63 7.14 11.05 11.86
BMO Short Corporate Bond Index ETF (ZCS) A14.75 0.24 1.45 2.69 3.97 3.13
Brandes Canadian Equity Fund A A15.91 1.69 6.45 8.35 24.47 25.01 17.68 3.55
Brandes Corporate Focus Bond Fund (Unh) Class A A8.41 0.45 -0.12 5.88 8.46 8.08 6.82
Brandes Emerging Markets Equity Fund A22.56 2.70 17.77 16.32 31.12 10.00 8.07 9.24
Brandes Global Equity Fund Class AN A11.25 0.93 4.34 9.15 24.74 18.60
Brandes Global Opportunities Fund Class A A15.68 0.22 6.30 11.82 27.21
Brandes Global Opportunities Fund Class AN A15.55 0.24 6.43 11.99 27.49
Brandes Global Small Cap Equity Fund A18.36 1.19 5.41 11.39 28.34 24.50 15.81 4.14
Brandes International Equity Fund Class AN A12.10 0.18 1.12 6.23 21.79 14.60
Cambridge Canadian Growth Companies Fd AT6 A25.62 3.03 8.79 16.10 30.20 32.66
Cambridge Pure Canadian Equity Fund A A22.30 2.52 13.98 21.27 39.26 33.66
Cambridge Pure Canadian Equity Fund AT6 A27.47 2.51 13.96 21.22 38.67 33.39
CAN Balanced (BT) 100/100 A14.60 1.45 4.21 7.33 15.62 10.24
CAN Balanced (BT) 100/100 (PS1) A13.27 1.49 4.45 7.65 16.13
CAN Balanced (BT) 75/100 A14.74 1.46 4.29 7.44 15.81 10.43
CAN Balanced (BT) 75/100 (PS1) A13.35 1.50 4.59 7.85 16.47
CAN Balanced (BT) 75/75 A14.79 1.46 4.32 7.48 15.88 10.51
CAN Balanced (BT) 75/75 (PS1) A13.39 1.52 4.66 7.93 16.58
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