FundGrade® “A” List

November 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.
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Simple ReturnCompound Return
Fund NameFund GradeNAVPS$ 1 Mth6 MthYTD1 Yr 3 Yr5 Yr10 Yr
Acuity Pooled Fixed Income Fund A16.20 0.50 3.25 7.62 7.39 5.48 6.46 6.35
AEGON imaxx Canadian Bond Fund Class A A11.62 0.45 2.34 5.97 5.14 3.87 5.18 5.39
AEGON imaxx Global Equity Growth Fund Class A A14.60 1.50 4.28 8.83 15.36 16.43 10.78 6.46
Beutel Goodman American Equity Fund Class B A19.06 1.71 8.42 16.48 24.71 23.26
Beutel Goodman American Equity Fund Class D A13.13 1.77 8.78 17.12 25.54 24.17 16.38 8.19
Beutel Goodman Balanced Fund Class B A12.08 -0.12 1.04 5.54 8.75 9.87
Beutel Goodman Balanced Fund Class D A20.10 -0.05 1.43 6.23 9.60 10.78 8.50 6.48
Beutel Goodman Canadian Dividend Fund Class B A14.36 -0.04 3.16 8.75 14.19 15.39
Beutel Goodman Canadian Dividend Fund Class D A9.27 0.02 3.49 9.32 14.89 16.23 12.85 8.26
BMO Asset Management Balanced Fund A4.75 0.30 3.43 10.76 14.34
BMO China Equity Index ETF (ZCH) A18.33 4.13 19.20 15.98 23.52 15.04
BMO Enterprise Fund - Advisor A24.22 -0.57 5.14 15.24 26.03 25.73 21.75 13.80
BMO Enterprise Fund - Classic A26.74 -0.51 5.49 15.84 26.82 26.45 22.43 14.44
BMO Enterprise Fund - T5 A16.01 -0.57 5.10 15.19 25.98 25.74 21.76
BMO Global Dividend Fund Series A A17.34 3.08 4.62 10.86 16.06 17.62 13.07 3.60
BMO Global Energy Class A21.34 -13.26 -20.53 4.07 12.65 14.45 13.11
BMO Global Equity Class - Advisor A17.85 0.15 2.29 9.02 16.06 18.16 11.50
BMO Global Equity Class Series A A8.50 0.16 2.29 9.03 16.07 18.19 11.53 5.88
BMO Greater China Class - Advisor A18.22 4.85 12.58 7.90 15.51 14.20 5.77
BMO High Yield US Corp Bond Hgd to CAD ETF (ZHY) A15.65 1.53 1.42 4.82 5.82 8.73 10.40
BMO International Value Class A16.23 0.41 0.14 6.40 9.35 13.28 8.19
BMO International Value Class - Advisor A16.19 0.41 0.14 6.39 9.33 13.22 8.15
BMO Long Corporate Bond Index ETF (ZLC) A17.97 0.56 5.36 12.98 11.60 7.69
BMO Low Volatility Canadian Equity ETF (ZLB) A24.87 2.72 10.67 19.37 20.97 19.53
BMO Mid Corporate Bond Index ETF (ZCM) A16.08 0.41 2.86 7.31 6.64 5.73
BMO North American Dividend Fund - Advisor A18.66 2.13 6.82 13.89 21.91 19.76 14.24
BMO North American Dividend Fund Series A A28.54 2.13 6.82 13.90 21.92 19.75 14.23 6.91
BMO Real Return Bond Index ETF (ZRR) A17.42 0.51 4.83 12.48 7.80 1.95
BMO Short Corporate Bond Index ETF (ZCS) A14.75 0.24 1.31 2.86 3.12 3.09 4.05
BMO Short Provincial Bond Index ETF (ZPS) A14.30 0.33 1.36 2.67 2.70 2.10 3.36
Brandes Canadian Equity Fund A A16.14 0.41 -0.04 6.56 11.99 24.62 17.34 3.59
Brandes Canadian Equity Fund Class L A16.16 0.52 0.56 7.36 12.90 25.73 18.31 4.39
Brandes Corporate Focus Bond Fund (Unh) Class A A8.63 1.07 3.82 9.46 11.45 8.68 6.71
Brandes Emerging Markets Equity Fund A21.13 -0.77 3.51 8.14 9.45 8.78 5.46 8.47
Brandes Emerging Markets Equity Fund Class L A21.14 -0.69 4.03 8.93 10.38 9.63 6.26 9.28
Brandes Global Equity Fund Class AN A11.12 -0.20 1.31 7.56 11.30 17.13
Cambridge Canadian Growth Companies Fd AT6 A25.32 -1.41 0.30 11.00 16.75 31.49
Cambridge Pure Canadian Equity Fund A A21.88 -3.11 -1.31 12.85 22.26 31.57
Cambridge Pure Canadian Equity Fund AT6 A26.70 -3.10 -1.32 12.82 21.80 31.32
CAN Core Bal Gr Pl (PSG)100/100(PS1) A13.34 0.17 3.05 7.89 10.89
CAN Core Bal Gr Pl (PSG)75/100(PS1) A13.41 0.18 3.15 8.10 11.15
CAN Core Bal Gr Pl (PSG)75/75(PS1) A13.41 0.19 3.16 8.09 11.13
CAN Core Bal Gr Plus (PSG)100/100 A14.40 0.12 2.77 7.43 10.32 9.13 7.38
CAN Core Bal Gr Plus (PSG)75/100 A14.45 0.13 2.85 7.57 10.49 9.23 7.46
CAN Core Bal Gr Plus (PSG)75/75 A14.50 0.14 2.87 7.61 10.56 9.29 7.54
CAN Enhanced Div (LK) 100/100 (PS1) A14.61 0.89 5.21 12.26 13.66
CAN Enhanced Div (LK) 75/100 (PS1) A14.76 0.92 5.40 12.63 14.12
CAN Enhanced Div (LK) 75/75 (PS1) A14.83 0.94 5.52 12.84 14.37
CAN Enhanced Dividend (LK) 100/100 A16.95 0.86 5.02 11.95 13.28 12.34 11.01
CAN Enhanced Dividend (LK) 75/100 A17.37 0.90 5.26 12.38 13.82 12.87 11.54
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