FundGrade® “A” List

April 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.

Filter by Category:

...

Last

Simple Return

Compound Return

Acuity Pooled Fixed Income Fund

15.85

-0.17

4.66

3.46

2.60

5.60

6.97

6.29

AEGON imaxx Canadian Bond Fund Class A

11.45

0.04

3.42

3.07

0.80

5.01

6.07

5.23

ASTRA Triasima Canadian Equity

14.39

0.26

14.00

4.25

17.67

7.86

ASTRA U.S. Fundamental Equity

17.01

1.59

18.94

5.76

29.44

16.50

Barreau du Quebec Balanced Fund

15.53

0.06

10.03

3.67

14.55

8.06

10.65

5.94

Beutel Goodman American Equity Fund Class B

17.09

1.63

20.79

8.22

31.98

19.57

Beutel Goodman American Equity Fund Class D

11.73

1.69

21.20

8.39

32.92

20.47

17.72

6.95

Beutel Goodman Balanced Fund Class B

11.78

0.83

11.23

4.16

14.90

8.06

Beutel Goodman Balanced Fund Class D

19.56

0.90

11.67

4.36

15.82

8.99

11.60

6.41

Beutel Goodman Canadian Intrinsic Fund Class B

13.80

3.42

17.57

7.03

25.83

11.42

Beutel Goodman Canadian Intrinsic Fund Class D

8.18

3.49

18.01

7.22

26.79

12.26

15.05

6.67

Black Creek Global Leaders Corporate Class A

16.93

0.76

17.51

4.86

36.91

Black Creek Global Leaders Corporate Class AT5

14.97

0.33

17.05

4.38

36.40

Black Creek Global Leaders Corporate Class AT8

13.87

0.07

16.81

4.12

36.18

Black Creek Global Leaders Corporate Class E

17.24

0.75

17.69

4.90

37.19

Black Creek Global Leaders Corporate Class ET5

15.29

0.39

17.20

4.44

36.54

Black Creek Global Leaders Corporate Class ET8

14.24

0.21

16.95

4.27

36.29

Black Creek Global Leaders Fund A

12.19

0.89

17.74

4.99

37.28

13.75

17.08

Black Creek Global Leaders Fund AT6

19.48

0.46

16.79

4.52

36.18

13.41

16.88

Black Creek Global Leaders Fund D

12.80

1.01

18.12

5.16

37.99

14.23

17.56

5.35

BMO Asian Growth and Income Class Advisor Series

18.77

0.84

7.91

4.15

7.12

8.26

12.10

BMO Asian Growth and Income Class Series H

19.04

0.86

8.04

4.21

7.39

8.53

12.39

BMO Asian Growth and Income Fund Advisor Ser

18.90

0.86

8.10

4.24

7.31

8.50

12.41

7.22

BMO Asset Management Balanced Fund

4.51

1.14

12.32

5.74

16.94

BMO Enterprise Fund - Advisor

22.68

3.02

25.80

8.04

47.73

19.15

29.14

12.32

BMO Enterprise Fund - Classic

24.95

3.07

26.17

8.20

48.60

19.80

29.84

12.95

BMO Enterprise Fund - T5

15.40

3.02

25.83

8.04

47.72

19.16

29.15

BMO Equal Weight US Banks Hedged to CAD Index(ZUB)

19.90

6.29

21.48

8.23

35.45

14.19

BMO Global Energy Class

26.53

5.59

34.32

19.52

44.03

16.06

22.46

BMO Global Energy Class - Advisor

26.53

5.60

34.32

19.52

44.00

16.02

22.44

BMO Global Equity Class - Advisor

17.25

0.06

19.50

6.85

31.75

16.81

13.90

BMO Global Equity Class Series A

8.22

0.06

19.50

6.85

31.77

16.85

13.93

4.98

BMO Global Infrastructure Index ETF (ZGI)

27.94

2.77

20.07

9.98

20.99

20.07

BMO Greater China Class - Advisor

17.16

-2.81

12.15

-0.21

19.61

3.35

10.11

BMO High Yield US Corp Bond Hgd to CAD ETF (ZHY)

16.15

1.62

8.23

4.83

9.16

8.57

BMO International Value Class

16.02

-0.66

10.35

4.75

19.75

11.73

11.81

BMO International Value Class - Advisor

15.98

-0.66

10.34

4.75

19.74

11.66

11.77

BMO Long Corporate Bond Index ETF (ZLC)

17.37

1.50

9.18

7.91

2.69

9.14

BMO Low Volatility Canadian Equity ETF (ZLB)

21.50

2.99

14.48

7.80

20.72

BMO Mid Corporate Bond Index ETF (ZCM)

15.91

1.05

6.24

5.07

3.52

6.77

BMO North American Dividend Fund - Advisor

16.99

2.36

20.00

6.83

27.43

15.07

15.03

BMO North American Dividend Fund Series A

25.98

2.36

20.00

6.83

27.43

15.05

15.01

6.07

BMO Real Return Bond Index ETF (ZRR)

16.72

0.83

5.12

6.96

-4.94

3.91

BMO Resource Fund - Advisor

18.75

0.94

21.70

17.15

17.69

-1.08

10.24

BMO Resource Fund Series A

45.57

0.94

21.71

17.16

17.72

-1.07

10.24

10.14

BMO SelectTrust Growth Portfolio - Series C

13.55

0.69

12.27

5.19

15.59

10.00

12.32

BMO SelectTrust Growth Portfolio T5

9.97

0.69

12.29

5.18

15.60

10.09

12.34

BMO SelectTrust Growth Portfolio T8

6.92

0.70

12.28

5.18

15.59

10.03

12.30

BMO Short Corporate Bond Index ETF (ZCS)

14.83

0.82

3.38

2.31

3.19

3.80

Brandes Canadian Equity Fund A

15.49

3.92

17.02

5.77

36.21

17.23

29.49

3.13

...

Last