FundGrade® “A” List

March 09, 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 A15.97 2.82 4.08 2.82 3.43 5.72 7.42 6.48
AEGON imaxx Canadian Bond Fund Class A A11.38 2.74 2.82 2.74 2.24 5.03 6.64 5.36
Altamira Corporate Bond Fund - A/DSC A10.63 2.46 2.58 2.46 1.86 4.38
Altamira Corporate Bond Fund - A/ISC A10.63 2.46 2.58 2.46 1.86 4.38
Altamira Corporate Bond Fund Investor Series A10.63 2.46 2.58 2.46 1.86 4.44
Altamira Japanese Opportunity Fund A4.75 0.21 10.33 0.21 27.72 7.53 5.30 0.69
Altamira Japanese Opportunity Fund A/DSC A4.75 0.21 10.33 0.21 27.72 7.53
Altamira Japanese Opportunity Fund A/ISC A4.75 0.21 10.33 0.21 27.72 7.53
ASTRA Triasima Canadian Equity A14.40 0.55 12.12 0.55 17.07 7.49
Barreau du Quebec Balanced Fund A15.62 0.88 9.13 0.88 13.44 7.62 10.37 5.70
Beutel Goodman American Equity Fund Class B A17.08 2.01 11.27 2.01 32.32 16.95
Beutel Goodman American Equity Fund Class D A11.71 2.07 11.66 2.07 33.28 17.84 15.80 6.20
Beutel Goodman Balanced Fund Class B A11.79 0.74 9.12 0.74 13.13 7.05
Beutel Goodman Balanced Fund Class D A19.58 0.81 9.56 0.81 14.05 7.98 10.87 6.19
Beutel Goodman Canadian Dividend Fund Class B A13.22 -0.91 10.91 -0.91 20.73 11.27
Beutel Goodman Canadian Dividend Fund Class D A8.52 -0.86 11.25 -0.86 21.47 12.11 14.71 8.06
Beutel Goodman Canadian Equity Plus Fund Class B A12.72 -0.65 11.87 -0.65 19.99 9.00
Beutel Goodman Canadian Equity Plus Fund Class D A15.05 -0.60 12.23 -0.60 20.79 9.78 13.90 7.28
Beutel Goodman Canadian Intrinsic Fund Class B A13.59 -0.66 11.04 -0.66 20.82 8.58
Beutel Goodman Canadian Intrinsic Fund Class D A8.05 -0.59 11.46 -0.59 21.75 9.40 12.32 5.91
Black Creek Global Leaders Corporate Class A A17.33 0.49 20.13 0.49 33.31
Black Creek Global Leaders Corporate Class AT5 A15.38 0.42 20.19 0.42 33.27
Black Creek Global Leaders Corporate Class AT8 A14.29 0.38 20.18 0.38 33.30
Black Creek Global Leaders Corporate Class E A17.63 0.48 20.23 0.48 33.49
Black Creek Global Leaders Corporate Class ET5 A15.71 0.42 20.22 0.42 33.31
Black Creek Global Leaders Corporate Class ET8 A14.65 0.45 20.18 0.45 33.32
Black Creek Global Leaders Fund A A12.45 0.42 20.14 0.42 33.37 11.56 17.05
Black Creek Global Leaders Fund AT6 A19.99 0.40 19.71 0.40 32.82 11.39 16.95
Black Creek Global Leaders Fund D A13.07 0.48 20.50 0.48 33.98 12.04 17.52 5.25
BMO Asian Growth and Income Class - Advisor A18.54 0.28 3.75 0.28 7.29 6.50 11.82
BMO Asian Growth and Income Class - H A18.79 0.30 3.88 0.30 7.55 6.77 12.11
BMO Asian Growth and Income Fund - Advisor A18.66 0.29 3.89 0.29 7.52 6.72 12.15 6.98
BMO Asset Management Balanced Fund A4.46 0.95 8.81 0.95 15.77
BMO Enterprise Fund - Advisor A22.01 -0.95 21.97 -0.95 39.60 17.57 25.67 11.72
BMO Enterprise Fund - Classic A24.20 -0.90 22.33 -0.90 40.41 18.20 26.35 12.35
BMO Enterprise Fund - T5 A15.06 -0.95 21.96 -0.95 39.60 17.58 25.70
BMO Equal Weight US Banks Hedged to CAD Index(ZUB) A20.60 -1.07 4.80 -1.07 29.44 9.88
BMO Global Energy Class A22.93 1.21 19.30 1.21 33.41 10.79 19.01
BMO Global Energy Class - Advisor A22.94 1.21 19.29 1.21 33.35 10.77 18.97
BMO Global Equity Class - Advisor A17.49 2.03 16.69 2.03 33.23 14.45 13.19
BMO Global Equity Class Series A A8.33 2.04 16.69 2.04 33.24 14.47 13.22 4.45
BMO High Yield US Corp Bond Hgd to CAD ETF (ZHY) A16.12 1.17 5.13 1.17 6.73 7.70
BMO Junior Gas Index ETF (ZJN) A28.14 0.88 15.23 0.88 37.29 6.57
BMO Junior Oil Index ETF (ZJO) A26.63 -1.43 15.27 -1.43 27.46 5.51
BMO Long Corporate Bond Index ETF (ZLC) A17.14 5.49 4.86 5.49 2.78 8.52
BMO Low Volatility Canadian Equity ETF (ZLB) A21.35 2.30 8.70 2.30 20.73
BMO Mid Corporate Bond Index ETF (ZCM) A15.86 3.38 4.08 3.38 4.24 6.36
BMO North American Dividend Fund - Advisor A17.01 1.25 13.43 1.25 28.61 14.19 12.94
BMO North American Dividend Fund Series A A26.02 1.25 13.43 1.25 28.62 14.17 12.92 5.86
BMO Real Return Bond Index ETF (ZRR) A16.40 5.22 1.84 5.22 -5.39 4.76
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