FundGrade® “A” List

December 21, 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 A16.34 1.30 3.15 9.02 8.72 5.65 6.44 6.26
AEGON imaxx Canadian Bond Fund Class A A11.75 1.40 2.62 7.45 6.85 4.01 5.22 5.46
Beutel Goodman American Equity Fund Class B A18.35 4.03 12.24 21.18 23.90 24.27
Beutel Goodman American Equity Fund Class D A12.59 4.08 12.61 21.90 24.72 25.18 16.70 8.36
Beutel Goodman Balanced Fund Class B A11.64 2.13 3.01 7.79 9.31 10.93
Beutel Goodman Balanced Fund Class D A19.36 2.19 3.42 8.56 10.17 11.85 8.62 6.53
Beutel Goodman Canadian Dividend Fund Class B A13.74 2.94 5.28 11.95 14.50 16.83
Beutel Goodman Canadian Dividend Fund Class D A8.88 2.99 5.61 12.59 15.21 17.68 13.07 8.28
BlueBay Global Convertible Bond Fd (Canada) A A11.66 1.73 2.00 5.37 6.67
BlueBay Global Convertible Bond Fd (Canada) Adv A11.65 1.73 2.00 5.36 6.65
BlueBay Global Convertible Bond Fd (Canada) D A11.72 1.78 2.35 6.03 7.40
BlueBay Global Convertible Bond Fd (Canada) H A11.70 1.75 2.14 5.61 6.94
BMO Aggregate Bond Index ETF (ZAG) A15.87 1.53 3.59 8.12 7.66 3.82
BMO Asset Management Balanced Fund A4.75 2.00 4.19 12.97 14.40
BMO Canadian Small Cap Equity Fund Advisor Series A27.99 1.26 4.27 16.37 18.38 20.55 15.99
BMO Canadian Small Cap Equity Fund Series A A47.57 1.26 4.28 16.40 18.41 20.57 16.00 12.03
BMO China Equity Index ETF (ZCH) A17.73 0.27 15.79 16.29 15.63 15.91
BMO Enterprise Fund - Advisor A22.67 -1.38 1.68 13.64 16.95 24.60 20.63 13.30
BMO Enterprise Fund - Classic A25.05 -1.33 2.00 14.30 17.69 25.31 21.30 13.93
BMO Enterprise Fund - T5 A14.99 -1.39 1.65 13.59 16.90 24.57 20.61
BMO Global Energy Class A19.21 -7.87 -26.80 -4.12 3.20 11.27 10.86
BMO Global Equity Class - Advisor A18.30 2.31 4.35 11.54 14.70 18.36 11.73
BMO Global Equity Class Series A A8.72 2.31 4.35 11.55 14.71 18.39 11.76 5.77
BMO Global Infrastructure Fund Advisor Series A15.51 1.47 7.13 18.25 20.43 15.74 10.36
BMO Global Infrastructure Fund Series A A9.99 1.47 7.13 18.25 20.42 15.74 10.34
BMO International Value Class A16.40 1.42 0.64 7.92 9.10 13.67 8.47
BMO International Value Class - Advisor A16.36 1.42 0.64 7.90 9.08 13.61 8.42
BMO Long Corporate Bond Index ETF (ZLC) A18.30 2.58 5.67 15.89 15.21 7.87
BMO Low Volatility Canadian Equity ETF (ZLB) A25.21 4.41 15.94 24.63 27.06 20.27
BMO Mid Corporate Bond Index ETF (ZCM) A16.18 1.41 3.05 8.82 8.09 6.10
BMO North American Dividend Fund - Advisor A18.94 2.80 8.87 17.08 19.57 20.12 14.36
BMO North American Dividend Fund Series A A28.97 2.80 8.88 17.08 19.58 20.12 14.35 6.89
BMO Real Return Bond Index ETF (ZRR) A17.42 1.64 3.56 14.32 12.31 1.98
BMO S&P 500 Index ETF (ZSP) A26.61 4.18 14.29 22.19 25.26
BMO Short Corporate Bond Index ETF (ZCS) A14.75 0.52 1.45 3.40 3.39 3.24 3.97
BMO Short Provincial Bond Index ETF (ZPS) A14.32 0.53 1.51 3.20 3.02 2.22 3.26
Brandes Canadian Equity Fund A A16.53 4.09 3.87 10.91 14.34 27.03 17.38 3.90
Brandes Canadian Equity Fund Class L A16.56 4.15 4.47 11.82 15.31 28.15 18.35 4.71
Brandes Corporate Focus Bond Fund (Unh) Class A A8.86 1.53 5.51 11.14 10.89 9.08 7.34
Brandes Emerging Markets Equity Fund A17.92 -1.40 -3.07 6.63 7.22 8.58 4.73 7.63
Brandes Emerging Markets Equity Fund Class L A19.53 -1.31 -2.57 7.50 8.15 9.44 5.53 8.43
Brandes Global Equity Fund Class AN A11.14 2.35 2.37 10.09 10.64 17.90
Brandes International Equity Fund Class AN A11.52 2.01 -2.58 4.61 5.01 13.73
Cambridge Canadian Growth Companies Fd AT6 A25.38 1.45 3.92 12.60 14.64 31.52
Cambridge High Income Fund Class A A13.29 0.89 4.03 9.55 11.63 9.96 11.56 9.12
Cambridge Pure Canadian Equity Fund A A21.57 0.52 0.24 13.43 16.58 31.76
Cambridge Pure Canadian Equity Fund AT6 A26.20 0.50 0.22 13.38 16.06 31.51
CAN Enhanced Div (LK) 100/100 (PS1) A13.98 1.86 6.38 14.35 15.14
CAN Enhanced Div (LK) 75/100 (PS1) A14.13 1.88 6.56 14.75 15.59
CAN Enhanced Div (LK) 75/75 (PS1) A14.21 1.90 6.68 14.98 15.85
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 .