FundGrade "A" List

January 19, 2020

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 Core Equity Strategy A26.54 -0.97 5.83 25.37 25.37 14.53 11.23 10.48
1832 Equity Income Strategy A19.83 0.20 6.08 22.63 22.63 8.87 9.34 11.22
AGFiQ MultiAsset Income Allocation ETF (QMY) A26.95 0.23 3.24 12.23 12.23
Alitis Income & Growth Pool Class D A11.21 0.72 4.44 12.47 12.47 6.75 7.02 6.33
Alitis Income & Growth Pool Class E A11.06 0.62 3.82 11.17 11.17 5.58 5.86 5.16
Alitis Mortgage Plus Pool Class D A10.69 0.71 4.21 9.91 9.91 8.72 8.82
Alitis Mortgage Plus Pool Class E A10.45 0.62 3.62 8.70 8.70 7.51 7.64
Alitis Mortgage Plus Pool Class F A10.15 0.64 3.78 9.03 9.03
Barreau du Quebec Balanced Fund A17.50 -0.06 4.68 16.07 16.07 7.34 6.92 7.48
Barreau du Quebec Global Equity Fund A15.12 1.06 8.89 23.63 23.63 13.10
Beutel Goodman Balanced Fund Class B A12.56 -0.83 4.22 12.19 12.19 5.36 5.36
Beutel Goodman Balanced Fund Class D A21.05 -0.75 4.67 13.13 13.13 6.24 6.24 7.24
Beutel Goodman Balanced Fund Class F A12.75 -0.74 4.74 13.30 13.30 6.40 6.40
Beutel Goodman Balanced Fund Class I A21.89 -0.65 5.27 14.42 14.42 7.45 7.45 8.43
Beutel Goodman North American Focused Equity Fd B A19.16 -1.80 7.08 13.97 13.97 6.94 8.34
Beutel Goodman North American Focused Equity Fd D A11.73 -1.75 7.44 14.74 14.74 7.68 9.09 10.16
Beutel Goodman North American Focused Equity Fd F A20.01 -1.71 7.65 15.17 15.17 8.08 9.48
BlueBay European High Yield Bond Fund (Canada) A A10.38 1.21 4.35 11.87 11.87 5.68
BlueBay European High Yield Bond Fund (Canada) Adv A10.41 1.20 4.38 11.94 11.94 5.73
BlueBay European High Yield Bond Fund (Canada) D A10.36 1.27 4.68 12.57 12.57 6.35
BlueBay European High Yield Bond Fund (Canada) F A10.42 1.27 4.73 12.66 12.66 6.61
BlueBay European High Yield Bond Fund (Canada) O A10.36 1.35 5.20 13.65 13.65 7.40
BMO Aggregate Bond Index ETF (ZAG) A15.98 -1.21 0.27 6.78 6.78 3.41 3.00
BMO AM Balanced Fund A4.45 -0.49 4.16 15.87 15.87 7.42 7.56
BMO Canadian Stock Selection Fund Advisor Series A13.67 0.19 5.50 23.98 23.98 7.05 6.75
BMO Canadian Stock Selection Fund Series A A12.97 0.19 5.51 24.02 24.02 7.07 6.78
BMO Canadian Stock Selection Fund Series D A13.55 0.29 6.08 25.33 25.33 8.19 7.89
BMO Canadian Stock Selection Fund Series F A14.03 0.32 6.28 25.81 25.81 8.62 8.27
BMO Canadian Stock Selection Fund Series NBA A28.95 0.25 5.80 24.68 24.68 7.61 7.32 7.01
BMO Conservative ETF Portfolio Advisor Series A11.98 -0.31 2.12 10.60 10.60 3.95 4.23
BMO Conservative ETF Portfolio Series A A11.96 -0.32 2.13 10.60 10.60 3.96 4.24
BMO Conservative ETF Portfolio Series D A11.47 -0.24 2.56 11.53 11.53 4.82 5.10
BMO Conservative ETF Portfolio Series F A12.31 -0.22 2.70 11.83 11.83 5.11 5.39
BMO Conservative ETF Portfolio Series F2 A10.71 -0.22 2.67 11.77 11.77
BMO Conservative ETF Portfolio Series F4 A10.07 -0.22 2.70 11.84 11.84
BMO Conservative ETF Portfolio Series F6 A9.80 -0.23 2.69 11.82 11.82 5.11
BMO Conservative ETF Portfolio Series I A12.42 -0.17 2.98 12.45 12.45 5.69 5.96
BMO Conservative ETF Portfolio Series T6 A9.15 -0.32 2.12 10.59 10.59 3.95 4.25
BMO Dividend Class Advisor Series A18.29 -1.09 5.54 23.53 23.53 8.68 7.49 8.05
BMO Dividend Class Series A A18.63 -1.08 5.54 23.52 23.52 8.67 7.48 8.04
BMO Dividend Class Series D A11.27 -1.01 6.01 24.59 24.59
BMO Dividend Class Series F A11.58 -0.99 6.13 24.90 24.90
BMO Enterprise Fund Advisor Series A22.10 2.01 9.94 27.48 27.48 5.17 6.82 12.50
BMO Enterprise Fund Classic Series A25.38 2.06 10.29 28.29 28.29 5.84 7.50 13.17
BMO Enterprise Fund Series F A10.79 2.13 10.75 29.36 29.36 6.70 8.38 14.09
BMO Enterprise Fund Series I A31.50 2.22 11.43 30.87 30.87 7.98 9.68 15.56
BMO Enterprise Fund Series T5 A10.95 1.81 9.69 27.15 27.15 5.02 6.70 12.43
BMO Floating Rate High Yield ETF (ZFH) A15.83 1.14 3.55 11.12 11.12 5.76 5.92
BMO Global Energy Class Advisor Series A15.69 2.66 -4.38 -2.98 -2.98 -4.31 -1.39 3.56
BMO Global Energy Class Series A A15.64 2.66 -4.37 -2.96 -2.96 -4.31 -1.40 3.57
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