FundGrade™ "A" List

July 28, 2016

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 Equity Income Strategy A15.94 1.00 10.19 10.19 10.66 12.30 11.16
AGF Global Dividend Class Mutual Fund Series A10.71 0.06
AGF Global Dividend Class Series F A10.73 0.15
AGF Global Dividend Class Series Q A10.77 0.28
AGF Global Dividend Class Series V A10.62 0.05
AGF Global Dividend Class Series W A10.77 0.39
AGF Global Dividend Fund Mutual Fund Series A25.99 0.17 -0.85 -0.85 6.08 14.28 12.17
AGF Global Dividend Fund Mutual Fund Series U$ A19.71 1.66 6.17 6.17 2.39 6.71 5.79
AGF Global Dividend Fund Series F A26.80 0.26 -0.28 -0.28 7.31 15.59 13.39
AGF Global Dividend Fund Series F U$ A20.32 1.78 6.81 6.81 3.57 7.92 6.95
AGF Global Dividend Fund Series Q A16.99 0.36 0.32 0.32 8.61
AGF Global Dividend Fund Series T A14.22 0.17 -0.85 -0.85 6.07 14.28 12.11
AGF Global Dividend Fund Series V A17.51 0.17 -0.87 -0.87 6.05 14.25 12.15
AGF Global Dividend Fund Series W A11.13 0.36 0.37 0.37 8.95
Barreau du Quebec Balanced Fund A16.01 0.06 1.78 1.78 1.56 8.80 7.31 5.61
Beutel Goodman American Equity Fund Class B A20.21 0.54 -0.57 -0.57 4.69 16.58 17.33
Beutel Goodman American Equity Fund Class D A13.95 0.59 -0.23 -0.23 5.41 17.37 18.18 9.60
Beutel Goodman American Equity Fund Class I A15.30 0.71 0.46 0.46 6.89 18.99 19.76 11.03
Beutel Goodman Balanced Fund Class B A11.89 -0.88 1.00 1.00 0.25 6.96 6.19
Beutel Goodman Balanced Fund Class D A19.82 -0.82 1.42 1.42 1.10 7.83 7.08 5.72
Beutel Goodman Balanced Fund Class F A12.07 -0.81 1.49 1.49 1.24 7.99 7.22
Beutel Goodman Balanced Fund Class I A20.66 -0.73 1.99 1.99 2.26 9.06 8.28 6.96
Beutel Goodman Canadian Dividend Fund Class B A14.19 -0.49 5.04 5.04 5.02 9.97 9.00
Beutel Goodman Canadian Dividend Fund Class D A9.20 -0.44 5.38 5.38 5.70 10.67 9.76 7.58
Beutel Goodman Canadian Dividend Fund Class F A14.51 -0.41 5.57 5.57 6.07 11.05 10.09
Beutel Goodman Canadian Dividend Fund Class I A9.89 -0.33 6.09 6.09 7.15 12.19 11.21 9.39
BlackRock Balanced Portfolio Series A A11.63 0.67 2.44 2.44 2.43
BlackRock Balanced Portfolio Series D A11.58 0.74 2.87 2.87 3.32
BlackRock Balanced Portfolio Series F A11.83 0.76 3.02 3.02 3.60
BMO Asset Management Balanced Fund A4.58 -0.34 2.68 2.68 3.68 10.82
BMO Conservative ETF Portfolio Advisor Series A11.15 0.11 1.68 1.68 2.25
BMO Conservative ETF Portfolio Series A A11.17 0.11 1.68 1.68 2.26
BMO Conservative ETF Portfolio Series D A10.73 0.18 2.10 2.10 3.10
BMO Conservative ETF Portfolio Series F A11.42 0.20 2.24 2.24 3.39
BMO Conservative ETF Portfolio Series F6 A10.20 0.20 1.74 1.74
BMO Conservative ETF Portfolio Series I A11.31 0.23 2.44 2.44 3.89
BMO Conservative ETF Portfolio Series T6 A9.95 0.11 1.69 1.69 2.31
BMO Discount Bond Index ETF (ZDB) A16.35 1.75 3.95 3.95 5.07
BMO Emerging Markets Bond Hgd to CAD Index (ZEF) A17.19 2.71 7.83 7.83 8.60 7.86 6.29
BMO Emerging Markets Fund Advisor Series A22.66 3.02 5.85 5.85 3.90 6.21 3.98
BMO Emerging Markets Fund Advisor Series U$ A17.18 4.57 13.36 13.36 0.43 -0.84 -1.93
BMO Emerging Markets Fund Series A A16.88 3.02 5.85 5.85 3.91 6.22 3.99 4.53
BMO Emerging Markets Fund Series D A12.35 3.11 6.44 6.44 5.07
BMO Emerging Markets Fund Series F A22.73 3.14 6.59 6.59 5.38 7.69 5.17
BMO Emerging Markets Fund Series F U$ A17.23 4.69 14.16 14.16
BMO Emerging Markets Fund Series I A23.47 3.24 7.25 7.25 6.70 9.06 6.76
BMO Enterprise Fund Advisor Series A20.52 -1.78 7.17 7.17 2.69 16.15 14.56 10.94
BMO Enterprise Fund Classic Series A22.87 -1.73 7.51 7.51 3.34 16.88 15.23 11.55
BMO Enterprise Fund Series F A9.50 -1.67 7.94 7.94 4.18 17.83 16.17 12.53
BMO Enterprise Fund Series I A24.73 -1.56 8.60 8.60 5.46 19.31 17.70
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