FundGrade™ "A" List

February 24, 2017

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
1832 Equity Income Strategy A16.82 0.81 4.52 0.81 18.59 11.24 11.61
ACM Income Fund A10.22 0.38 4.14 0.38 8.55
Antares Balanced Pool Fund Class A A11.42 0.25 3.20 0.25 8.64
Antares Balanced Pool Fund Class O A11.66 0.39 4.05 0.39 10.43
Antares Total Equity Pool Fund Class A A13.44 0.82 6.69 0.82 14.44
Antares Total Equity Pool Fund Class B A13.50 0.81 6.66 0.81 14.38
Antares Total Equity Pool Fund Class C A13.65 0.84 6.80 0.84 14.67
Antares Total Equity Pool Fund Class O A14.16 0.97 7.66 0.97 16.53
Barometer Disciplined Leadership Balanced Fund A A11.05 -0.39 4.08 -0.39 11.78
Barometer Disciplined Leadership Balanced Fund F A11.21 -0.30 4.51 -0.30 12.69
Barometer Disciplined Leadership Balanced Fund I A11.74 -0.21 6.27 -0.21 15.34
Barreau du Quebec Balanced Fund A15.28 1.15 4.02 1.15 11.98 7.31 8.88 5.34
Barreau du Quebec Equity Fund A21.16 0.96 13.20 0.96 27.33 8.50 10.95 5.81
Beutel Goodman American Equity Fund Class B A22.41 0.98 11.37 0.98 17.88 16.53 19.56
Beutel Goodman American Equity Fund Class D A15.43 1.04 11.75 1.04 18.68 17.31 20.42 9.01
Beutel Goodman American Equity Fund Class I A16.87 1.16 12.53 1.16 20.33 18.94 22.03 10.45
Beutel Goodman Canadian Dividend Fund Class B A15.69 -0.05 7.66 -0.05 18.46 9.22 11.94
Beutel Goodman Canadian Dividend Fund Class D A10.20 0.01 8.02 0.01 19.24 9.92 12.69 7.25
Beutel Goodman Canadian Dividend Fund Class F A16.05 0.04 8.21 0.04 19.68 10.30 13.05
Beutel Goodman Canadian Dividend Fund Class I A10.96 0.13 8.76 0.13 20.88 11.43 14.20 9.07
Beutel Goodman Canadian Equity Fund Class B A15.28 0.93 8.54 0.93 20.89 7.42 9.99
Beutel Goodman Canadian Equity Fund Class D A37.17 1.00 8.96 1.00 21.80 8.22 10.81 6.28
Beutel Goodman Canadian Equity Fund Class F A37.46 1.02 9.11 1.02 22.14 8.52 11.12 6.60
Beutel Goodman Canadian Equity Fund Class I A40.04 1.11 9.69 1.11 23.43 9.66 12.26 7.51
Beutel Goodman North American Focused Equity Fd B A16.66 1.03 12.08 1.03 26.30 11.18 13.26
Beutel Goodman North American Focused Equity Fd D A10.11 1.10 12.50 1.10 27.24 11.99 14.10 6.94
Beutel Goodman North American Focused Equity Fd F A17.36 1.13 12.70 1.13 27.68 12.36 14.46
BMO Asset Management Balanced Fund A4.59 -0.54 2.52 -0.54 10.19 8.98 10.34
BMO China Equity Index ETF (ZCH) A20.73 4.88 8.34 4.88 7.35 9.00 11.19
BMO Conservative ETF Portfolio Advisor Series A11.18 -0.43 0.69 -0.43 5.69 5.56
BMO Conservative ETF Portfolio Series A A11.16 -0.43 0.70 -0.43 5.70 5.57
BMO Conservative ETF Portfolio Series D A10.70 -0.36 1.11 -0.36 6.57
BMO Conservative ETF Portfolio Series F A11.47 -0.34 1.25 -0.34 6.87 6.74
BMO Conservative ETF Portfolio Series F6 A10.10 -0.34 1.25 -0.34 6.87
BMO Conservative ETF Portfolio Series I A11.55 -0.29 1.54 -0.29 7.37 7.30
BMO Conservative ETF Portfolio Series T6 A9.74 -0.43 0.70 -0.43 5.71 5.58
BMO Enterprise Fund Advisor Series A22.10 -1.72 8.11 -1.72 20.72 9.59 15.97 10.79
BMO Enterprise Fund Classic Series A24.73 -1.67 8.46 -1.67 21.49 10.29 16.67 11.41
BMO Enterprise Fund Series F A10.32 -1.60 8.91 -1.60 22.48 11.19 17.64 12.39
BMO Enterprise Fund Series I A27.06 -1.50 9.54 -1.50 23.95 12.55 19.13 13.86
BMO Enterprise Fund Series T5 A13.04 -1.73 8.07 -1.73 20.65 9.51 15.93
BMO Floating Rate High Yield ETF (ZFH) A15.32 -0.04 4.88 -0.04 11.72
BMO Global Infrastructure Index ETF (ZGI) A35.23 -1.61 -0.63 -1.61 12.17 11.23 14.82
BMO Long Corporate Bond Index ETF (ZLC) A17.93 0.01 -4.01 0.01 6.82 5.73 5.15
BMO Low Volatility Canadian Equity ETF (ZLB) A29.31 0.33 0.21 0.33 12.04 13.53 15.66
BMO Mid Corporate Bond Index ETF (ZCM) A16.46 0.67 -0.60 0.67 4.59 4.50 4.67
BMO Mid Provincial Bond Index ETF (ZMP) A15.24 -0.03 -3.05 -0.03 0.88 4.07
BMO Mid-Term U.S. IG Corporate Bnd Idx ETF (ZIC.U) A14.47 0.38 -3.02 0.38 5.21 3.47
BMO Mid-Term U.S. IG Corporate Bond Idx ETF (ZIC) A18.64 -2.70 -3.34 -2.70 -2.26 9.13
BMO MSCI ACWI High Quality Index ETF (ZGQ) A26.11 -0.56 1.06 -0.56 4.31
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