FundGrade “A” List

Investors need an objective, reliable, and authoritative way to assess the historical performance of investment funds. Fundata Canada’s FundGrade rating system provides the deep research and analytic resources along with the robust technical capabilities to fulfill this important role for the Fund Library.

The FundGrade rating system is automatically applied to those funds that meet the FundGrade criteria – about 6,500 funds from the total universe of Canadian investment funds.

Very basically, Fundata’s FundGrade system uses a risk-adjusted approach to rank performance of mutual funds, as follows:

Fundata’s FundGrade rating system then assigns a grade ranging from an “A” (superior past performance) to an “E” (poor past performance). For a fund to score a FundGrade “A” rating, the fund must substantially outperform its peers by finishing in the top 10% over a minimum 24-month period. Visit Fundata's FundGrade information page for more details.

FundGrade is a useful tool to help investors build their mutual fund portfolio. But it does not contain subjective recommendations, analysts’ reviews, or performance forecasts. It is a completely quantitative measure that is based on the fund’s historical track record. For analysis, interpretation, and recommendations, check the incisive daily articles and commentaries on the Fund Library website.