FundGrade® "A" List

March 28, 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 A16.95 0.24 6.14 4.87 10.60 6.60 7.06 6.48
AEGON imaxx Global Equity Growth Fund Class A A15.12 4.98 17.36 12.69 19.02 19.17 14.15 6.96
AEGON imaxx Global Equity Growth Fund Class F A19.50 5.06 17.98 12.87 20.27 20.44 15.39 7.76
Beutel Goodman American Equity Fund Class B A20.00 3.76 19.69 9.44 26.98 25.98
Beutel Goodman American Equity Fund Class D A13.75 3.81 20.09 9.56 27.82 26.91 19.11 8.95
Beutel Goodman American Equity Fund Class I A15.01 3.92 20.90 9.79 29.56 28.57 20.70
Beutel Goodman Balanced Fund Class B A12.24 2.78 6.09 6.16 10.15 10.85
Beutel Goodman Balanced Fund Class D A20.40 2.85 6.51 6.30 11.02 11.77 9.63 6.62
Beutel Goodman Balanced Fund Class F A12.45 2.86 6.59 6.33 11.19 11.91
Beutel Goodman Balanced Fund Class I A21.32 2.93 7.11 6.49 12.28 13.02 10.82
Beutel Goodman Canadian Dividend Fund Class B A13.95 3.21 1.70 3.27 12.17 14.61
Beutel Goodman Canadian Dividend Fund Class D A9.03 3.26 2.02 3.37 12.87 15.41 12.76 7.79
Beutel Goodman Canadian Dividend Fund Class F A14.28 3.29 2.19 3.43 13.26 15.75
Beutel Goodman Canadian Dividend Fund Class I A9.73 3.37 2.71 3.60 14.41 16.92 15.12
Beutel Goodman Canadian Equity Fund Class B A13.59 4.55 -1.32 2.57 10.22 12.87
Beutel Goodman Canadian Equity Fund Class D A33.00 4.61 -0.95 2.69 11.04 13.71 10.89 8.22
Beutel Goodman Canadian Equity Fund Class F A33.30 4.63 -0.82 2.74 11.34 14.02 11.24
Beutel Goodman Canadian Equity Fund Class I A35.58 4.71 -0.31 2.90 12.48 15.18 12.31
BlueBay Global Convertible Bond Fd (Canada) A A12.20 3.00 4.67 4.45 5.82
BlueBay Global Convertible Bond Fd (Canada) Adv A12.19 3.00 4.66 4.45 5.81
BlueBay Global Convertible Bond Fd (Canada) D A12.28 3.05 5.03 4.57 6.55
BlueBay Global Convertible Bond Fd (Canada) F A12.32 3.06 5.09 4.59 6.68
BlueBay Global Convertible Bond Fd (Canada) H A12.25 3.02 4.81 4.50 6.09
BlueBay Global Convertible Bond Fd (Canada) I A12.35 3.08 5.24 4.63 6.98
BMO Asian Growth and Income Class Advisor Series A20.77 0.26 6.58 9.27 12.48 12.85 9.23
BMO Asian Growth and Income Class Series H A21.12 0.28 6.72 9.31 12.77 13.14 9.52
BMO Asian Growth and Income Fund Advisor Ser A20.94 0.30 6.82 9.46 13.01 13.26 9.54 7.28
BMO Asian Growth and Income Fund Advisor Ser U$ A16.62 1.95 -7.09 1.73 0.10 4.76 5.83
BMO Asian Growth and Income Fund Series A A14.41 0.30 6.82 9.46 13.01
BMO Asian Growth and Income Fund Series F A19.55 0.40 7.55 9.70 14.52 14.63 10.82 8.57
BMO Asian Growth and Income Fund Series F U$ A15.51 2.06 -6.45 1.95 1.44 6.02 7.06
BMO Asian Growth and Income Fund Series I A16.61 0.50 8.24 9.93 16.04 16.43 12.64
BMO Asset Management Balanced Fund A4.71 2.86 7.86 6.93 15.68 14.27
BMO Enterprise Fund - Advisor A21.93 7.14 -4.47 2.91 8.85 20.99 18.45 11.82
BMO Enterprise Fund - Classic A24.26 7.20 -4.17 3.02 9.56 21.70 19.12 12.44
BMO Enterprise Fund - F A9.96 7.26 -3.78 3.15 10.47 22.68 20.12 13.46
BMO Enterprise Fund - I A25.50 7.36 -3.18 3.37 11.83 24.34 21.74
BMO Enterprise Fund - T5 A14.25 7.14 -4.50 2.90 8.79 20.99 18.45
BMO Global Energy Class A18.32 5.74 -34.28 0.15 -17.73 9.98 8.19
BMO Global Infrastructure Index ETF (ZGI) A34.12 -1.98 10.53 5.66 28.63 23.38 21.45
BMO International Value Class A18.19 2.08 11.59 11.67 13.18 16.44 11.45
BMO International Value Class - Advisor A18.15 2.08 11.59 11.68 13.17 16.39 11.39
BMO International Value Class - F A19.49 2.19 12.34 11.92 14.72 17.75 12.67
BMO International Value Class Series I A20.95 2.29 13.04 12.14 16.15 19.50 14.36
BMO Long Corporate Bond Index ETF (ZLC) A19.15 0.18 9.09 6.67 16.99 8.54 10.08
BMO Low Volatility Canadian Equity ETF (ZLB) A26.99 1.64 16.55 5.80 29.94 22.66
BMO Mid Corporate Bond Index ETF (ZCM) A16.72 0.25 5.72 4.40 9.51 6.45 6.69
BMO Monthly Income Fund Series A A7.70 1.16 7.90 5.04 15.32 8.89 8.11 6.13
BMO Monthly Income Fund Series F A11.11 1.22 8.35 5.19 16.30 9.62 8.77
BMO Monthly Income Fund Series I A9.63 1.28 8.73 5.31 17.65 10.76 9.90
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