FundGrade® “A” List

October 24, 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 A16.16 -0.85 3.51 7.09 8.33 5.24 6.35 6.49
Allegro Moderate Aggressive Portfolio A - RDSP A12.15 -1.51 2.42 6.57 13.63
Allegro Moderate Aggressive Portfolio B - RDSP A12.14 -1.51 2.43 6.59 13.68
BMO Asset Management Balanced Fund A4.59 -1.51 4.44 10.43 17.31
BMO Global Infrastructure Index ETF (ZGI) A31.06 -0.85 14.07 23.47 34.80 22.52
BMO Junior Gas Index ETF (ZJN) A24.66 -9.00 -1.89 11.15 17.68 16.81
BMO Long Corporate Bond Index ETF (ZLC) A18.00 -1.44 5.72 12.35 13.68 6.98
BMO Low Volatility Canadian Equity ETF (ZLB) A23.26 -0.43 9.63 16.20 23.41
BMO Mid Corporate Bond Index ETF (ZCM) A16.10 -0.77 3.08 6.87 8.06 5.48
CAN Balanced (BT) 100/100 A14.14 -2.01 1.43 5.17 11.44 10.83
CAN Balanced (BT) 100/100 (PS1) A12.85 -1.97 1.66 5.53 11.93
CAN Balanced (BT) 75/100 A14.28 -2.00 1.51 5.30 11.62 11.02
CAN Balanced (BT) 75/100 (PS1) A12.94 -1.95 1.80 5.74 12.25
CAN Balanced (BT) 75/75 A14.32 -1.99 1.54 5.34 11.68 11.09
CAN Balanced (BT) 75/75 (PS1) A12.97 -1.94 1.88 5.84 12.37
CAN Enhanced Div (LK) 100/100 (PS1) A13.82 -3.64 6.26 11.27 17.81
CAN Enhanced Div (LK) 75/100 (PS1) A13.96 -3.61 6.46 11.60 18.29
CAN Enhanced Div (LK) 75/75 (PS1) A14.02 -3.59 6.58 11.79 18.55
CAN Enhanced Dividend (LK) 100/100 A16.03 -3.67 6.07 10.99 17.43 13.07
CAN Enhanced Dividend (LK) 75/100 A16.43 -3.64 6.32 11.38 17.98 13.60
CAN Enhanced Dividend (LK) 75/75 A16.48 -3.63 6.35 11.43 18.05 13.68
CAN Far East Eqty (CLI) 100/100 A13.20 0.25 6.49 8.19 16.61 14.19
CAN Far East Eqty (CLI) 75/100 A13.62 0.30 6.80 8.66 17.28 14.85
CAN Far East Eqty (CLI) 75/100(PS1) A14.29 0.33 7.01 8.98 17.75
CAN Far East Eqty (CLI) 75/75 A13.67 0.31 6.86 8.75 17.41 14.98
CAN Far East Eqty (CLI) 75/75 (PS1) A14.42 0.37 7.22 9.28 18.18
CAN Far East Eqty (CLI)100/100(PS1) A14.06 0.28 6.66 8.44 16.96
CAN FT Mod Inc (PSG) 100/100 (PS1) A11.75 -1.28 2.78 6.41 9.89
CAN FT Mod Inc (PSG) 75/100 (PS1) A11.82 -1.26 2.89 6.59 10.16
CAN FT Mod Inc (PSG) 75/75 (PS1) A11.81 -1.26 2.89 6.58 10.14
CAN FT Mod Income (PSG) 100/100 A12.66 -1.33 2.51 6.01 9.35 6.49
CAN FT Mod Income (PSG) 75/100 A12.75 -1.31 2.59 6.13 9.52 6.63
CAN FT Mod Income (PSG) 75/75 A12.77 -1.31 2.62 6.17 9.58 6.66
CAN U.S. Value (LC) 100/100 A17.65 0.76 3.47 10.47 25.03 21.82
CAN U.S. Value (LC) 100/100 (PS1) A15.85 0.78 3.58 10.63 25.25
CAN U.S. Value (LC) 75/100 A17.89 0.78 3.61 10.70 25.37 22.11
CAN U.S. Value (LC) 75/100 (PS1) A16.00 0.81 3.77 10.93 25.72
CAN U.S. Value (LC) 75/75 A18.04 0.79 3.70 10.83 25.58 22.30
CAN U.S. Value (LC) 75/75 (PS1) A16.13 0.84 3.93 11.21 26.15
Canada Life Balanced (Bissett) Gens Core A13.14 -1.99 1.54 5.34 11.68 11.11 7.67
Canada Life Balanced Fund (Bissett) Gens [S104] A18.76 -2.01 1.42 5.17 11.44 10.85 7.41 4.65
Canada Life Enhanced Dividend (Laketon) Gens Core A14.32 -3.63 6.35 11.43 18.05 13.68 10.63
Canada Life Enhanced Dividend Fund (L) Gens A38.24 -3.63 6.33 11.41 18.01 13.64 10.59 7.38
Canada Life Enhanced Dividend Fund (Laketon) S5039 A39.28 -3.63 6.33 11.41 18.01 13.64 10.59 7.38
Canada Life Far East E (M) Gens A15.11 0.30 6.84 8.72 17.37 14.95 6.15 6.83
Canada Life Far East E (M) Gens C A11.60 0.30 6.85 8.74 17.41 14.98 6.16
Canada Life Far East Eq (M) Flex A15.30 0.30 6.84 8.72 17.37 14.96 6.16 6.84
Canada Life U.S. Value Fund (LLIM) Gens A10.01 0.76 3.50 10.52 25.10 21.83 12.61 3.18
Canada Life U.S. Value Fund (LLIM) Gens Core A13.28 0.79 3.70 10.83 25.58 22.30 13.04
Canso Corporate Value Fund Class A A11.60 0.07 1.87 5.73 10.61 10.07
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