At present, we are analyzing over 1,200 mutual and hedge funds on a monthly basis. Each month, we put these funds through a rigorous quantitative screen to help us determine which funds are in our opinion, the best, most consistent funds.

We look at how each fund has performed on a monthly basis for each of the past 60 months. We then compare how well the fund performed relative to its benchmark. Not only do we look at the performance of a fund, we also pay special attention to the risk of that fund. The funds which show consistent, stable performance, both absolutely and relative to their benchmark, with the least amount of risk, rank the highest.  

If you would like to know more about the quantitative information we consider when analyzing a fund, please click here , and a glossary of terms will open will open in a new browser window.

Once that quantitative ranking is complete, we perform some additional qualitative analysis to finalize our Mutual Fund Universe Rankings.

Below are the top 5 funds in 5 of our broad categories.

If you are a financial professional and would like to learn more about our subscription research services , including how to gain access to our complete data base of mutual fund information, please don't hesitate to send us an email or call us at (416) 706-5087.

Should you have any questions or require any additional information, please contact us .

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US Equity Funds

Fund Name	Type	1 mo.	3 mos.	1 Yr.	2 yr.	3 Yr.	5 Yr.	10 Yr.
TD US Index Fund	US Equity	3.3%	-5.6%	7.9%	-5.2%	-8.7%	-4.4%	-5.1%
Dynamic American Value	US Equity	3.5%	-8.0%	11.6%	-3.4%	-3.5%	1.6%	0.3%
Dynamic Power American Growth	US Equity	2.7%	0.7%	32.9%	-10.4%	-8.2%	-1.5%	-3.7%
Altamira Precision US Currency Neutral	US Equity	6.9%	-7.5%	11.2%	-8.7%	-10.0%	-3.1%	-2.6%
RBC US Index Currency Neutral	US Equity	6.7%	-7.4%	11.7%	-9.0%	-10.2%	-3.2%	-2.7%

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Global Equity Funds

Fund Name	Type	1 mo.	3 mos.	1 Yr.	2 Yr.	3 Yr.	5 Yr.	10 Yr.
Dynamic Power Global Growth Class	Global Equity	7.3%	2.4%	26.6%	-8.3%	-1.3%	5.8%	N/A
Manulife Global Opportunities	Global Equity	8.3%	-0.8%	25.3%	6.3%	2.0%	N/A	N/A
Dynamic Global Value	Global Equity	5.0%	-4.1%	15.4%	-1.4%	-7.1%	2.1%	0.6%
Renaissance International Equity	International Equity	1.7%	-3.0%	0.5%	-3.3%	-5.8%	2.4%	N/A
Mawer World Investment	International Equity	6.6%	-2.6%	8.8%	-3.9%	-7.8%	1.6%	1.4%

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Canadian Bond Funds

Fund Name	Type	1 mo.	3 mos.	1 Yr.	2 Yr.	3 Yr.	5 Yr.	10 Yr.
Beutel Goodman Income	Canadian Bond	0.4%	3.0%	6.1%	8.1%	8.0%	5.5%	6.7%
Beutel Goodman Corp/Pro Active Bond	Canadian Bond	0.6%	3.0%	7.2%	8.6%	8.0%	5.6%	7.2%
PH&N Bond	Canadian Bond	0.5%	3.2%	7.5%	7.3%	7.1%	5.1%	6.5%
PH&N Total Return Bond	Canadian Bond	0.4%	3.0%	7.3%	6.5%	6.6%	4.9%	6.5%
TD Canadian Bond	Canadian Bond	0.4%	3.2%	7.7%	7.2%	6.7%	4.5%	6.2%

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Canadian Balanced Funds

Fund Name	Type	1 mo.	3 mos.	1 Yr.	2 Yr.	3 Yr.	5 Yr.	10 Yr.
Dynamic Power Balanced.	Canadian Balanced	2.7%	-2.8%	11.3%	-0.1%	2.1%	6.6%	7.4%
Fidelity Monthly Income	Canadian Income Balanced	2.8%	-0.8%	14.8%	14.2%	2.2%	5.6%	N/A
CI Signature Canadian Balanced	Canadian Income Balanced	3.5%	-1.8%	8.4%	2.1%	0.8%	5.1%	4.9%
Dynamic Value Balanced	Canadian Income Balanced	3.7%	-2.1%	15.0%	2.2%	2.7%	5.6%	7.0%
RBC Monthly Income	Canadian Income Balanced	2.0%	0.2%	8.2%	2.3%	2.4%	4.6%	8.5%

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