FundGrade® "A" List

February 01, 2015

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 A16.97 0.26 2.84 9.30 9.30 5.18 6.49 6.10
AEGON imaxx Canadian Bond Fund Class A A12.06 0.22 2.67 7.69 7.69 3.64 5.52 5.35
AEGON imaxx Global Equity Growth Fund Class A A14.51 0.16 6.13 11.85 11.85 17.58 10.54 6.10
Beutel Goodman American Equity Fund Class B A19.23 1.95 13.70 23.54 23.54 24.58
Beutel Goodman American Equity Fund Class D A13.21 2.01 14.08 24.36 24.36 25.50 16.81 8.18
Beutel Goodman Canadian Dividend Fund Class B A13.77 -1.39 2.06 10.40 10.40 15.35
Beutel Goodman Canadian Dividend Fund Class D A8.91 -1.33 2.38 11.09 11.09 16.16 12.11 7.69
BlueBay Global Convertible Bond Fd (Canada) A A11.83 -0.62 0.49 4.72 4.72
BlueBay Global Convertible Bond Fd (Canada) Adv A11.82 -0.62 0.48 4.70 4.70
BlueBay Global Convertible Bond Fd (Canada) D A11.90 -0.56 0.83 5.44 5.44
BlueBay Global Convertible Bond Fd (Canada) H A11.87 -0.60 0.62 4.98 4.98
BMO Asset Management Balanced Fund A4.61 0.12 3.07 13.11 13.11 12.89
BMO China Equity Index ETF (ZCH) A19.02 -4.66 6.56 10.87 10.87 17.69
BMO Enterprise Fund - Advisor A20.64 -2.39 -3.58 10.93 10.93 23.47 18.48 12.41
BMO Enterprise Fund - Classic A22.82 -2.33 -3.28 11.64 11.64 24.21 19.14 13.04
BMO Enterprise Fund - T5 A13.53 -2.39 -3.62 10.88 10.88 23.47 18.47
BMO Global Equity Class - Advisor A19.47 -0.08 3.51 11.45 11.45 18.63 11.26
BMO Global Equity Class Series A A9.27 -0.08 3.52 11.46 11.46 18.66 11.29 5.29
BMO Global Infrastructure Fund Advisor Series A17.14 0.97 6.95 19.40 19.40 15.98 9.91
BMO Global Infrastructure Fund Series A A11.04 0.97 6.95 19.40 19.40 15.98 9.89
BMO Global Infrastructure Index ETF (ZGI) A35.03 1.75 11.18 30.27 30.27 21.61
BMO LifeStage Plus 2022 Fund Series A A15.93 3.22 6.99 14.07 14.07 7.84 5.81
BMO LifeStage Plus 2026 Fund Series A A18.32 1.52 6.01 13.69 13.69 12.06 8.30
BMO Long Corporate Bond Index ETF (ZLC) A19.35 0.59 5.44 16.15 16.15 6.83
BMO Low Volatility Canadian Equity ETF (ZLB) A26.58 3.14 17.65 28.54 28.54 20.92
BMO Mid Corporate Bond Index ETF (ZCM) A16.81 0.23 2.62 8.71 8.71 5.60
BMO North American Dividend Fund - Advisor A19.77 1.32 9.94 18.62 18.62 19.86 14.06
BMO North American Dividend Fund Series A A30.25 1.32 9.95 18.63 18.63 19.86 14.04 6.57
BMO Real Return Bond Index ETF (ZRR) A18.96 -0.88 2.00 13.16 13.16 0.48
BMO Resource Fund - Advisor A13.51 0.28 -28.82 -4.83 -4.83 -1.85 0.46
BMO Resource Fund Series A A32.96 0.28 -28.81 -4.81 -4.81 -1.83 0.47 7.36
BMO S&P 500 Index ETF (ZSP) A27.96 1.28 15.29 23.75 23.75
BMO SelectTrust Conservative Portfolio - Series C A11.87 0.10 2.83 8.28 8.28 7.15 6.62
BMO SelectTrust Conservative Portfolio T5 A9.52 0.14 2.73 8.38 8.38 7.19 6.63
BMO SelectTrust Conservative Portfolio T8 A6.91 0.12 2.88 8.47 8.47 7.22 6.63
BMO Short Corporate Bond Index ETF (ZCS) A14.98 0.10 1.22 3.24 3.24 2.97 3.32
Brandes Canadian Equity Fund A A17.23 1.58 5.01 12.66 12.66 28.08 16.99 3.63
Brandes Canadian Equity Fund Class L A17.28 1.64 5.56 13.65 13.65 29.21 17.96 4.43
Brandes Corporate Focus Bond Fund (Unh) Class A A9.85 1.45 8.79 12.75 12.75 9.22 7.80
Cambridge Canadian Growth Companies Fund Class AT6 A22.19 2.01 0.57 14.87 14.87 31.25
Cambridge Pure Canadian Equity Fund Class A A20.92 1.07 -2.81 14.65 14.65 31.37
Cambridge Pure Canadian Equity Fund Class AT6 A25.16 1.05 -2.84 14.57 14.57 31.10
CAN Core Bal (PSG) 100/100 A14.38 0.01 2.80 9.11 9.11 8.56 6.48
CAN Core Bal (PSG) 100/100 (PS1) A13.31 0.06 3.10 9.69 9.69
CAN Core Bal (PSG) 75/100 A14.50 0.03 2.88 9.28 9.28 8.74 6.65
CAN Core Bal (PSG) 75/100 (PS1) A13.38 0.08 3.18 9.86 9.86
CAN Core Bal (PSG) 75/75 A14.55 0.03 2.91 9.34 9.34 8.78 6.72
CAN Core Bal (PSG) 75/75 (PS1) A13.39 0.08 3.21 9.92 9.92
CAN Core Bal Gr Pl (PSG)100/100(PS1) A13.72 0.03 3.11 10.11 10.11
CAN Core Bal Gr Pl (PSG)75/100(PS1) A13.80 0.05 3.20 10.35 10.35
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