At present, we are analyzing over 1,500 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.
Dynamic Power American Growth	US Equity	1.8%	3.7%	51.5%	36.7%	6.6%	7.4%	3.2%
TD NASDAQ Index Fund	US Equity	-2.2%	-0.7%	32.0%	23.1%	5.6%	5.8%	0.8%
Dynamic American Value	US Equity	-1.9%	-1.0%	20.7%	16.6%	0.9%	3.4%	2.1%
Beutel Goodman American Equity	US Equity	-2.4%	0.3%	13.3%	8.9%	2.5%	1.4%	-1.4%
Altamira US Currency Neutral Index	US Equity	-1.8%	-0.1%	29.5%	20.3%	0.0%	0.2%	1.0%

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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	Global Equity	0.4%	3.4%	45.3%	30.7%	5.1%	9.7%	6.9%
Dynamic Global Discovery	Global Equity	-3.2%	-1.9%	18.8%	18.3%	0.6%	4.2%	6.4%
Manulife Global Opportunities	Global Equity	-4.0%	-8.4%	14.3%	16.2%	3.8%	N/A	N/A
Castlerock Global Leaders	Global Equity	0.4%	-0.6%	25.5%	15.3%	7.6%	2.9%	-0.2%
Dynamic Global Dividend Value	Global Equity	-1.2%	0.6%	18.0%	14.4%	-0.0%	2.8%	N/A

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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 Fund	Canadian Bond	-0.0%	1.9%	3.9%	5.2%	6.9%	6.3%	6.5%
Beutel Goodman Corp/Prov Active Bond	Canadian Bond	-0.0%	2.1%	4.4%	6.1%	7.4%	6.4%	7.0%
TD Canadian Core Plus Bond	Canadian Bond	-0.1%	2.0%	4.2%	7.4%	6.5%	N/A	N/A
PH&N Bond Fund	Canadian Bond	0.1%	2.2%	4.6%	6.5%	6.5%	5.9%	6.3%
PH&N Total Return Bond	Canadian Bond	0.1%	2.0%	4.5%	6.4%	6.0%	5.7%	6.3%

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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 Diversified Real Asset Fund	Canadian Equity Balanced	-2.7%	-2.4%	22.2%	23.0%	6.0%	8.4%	N/A
CI Signature Canadian Balanced	Canadian Neutral Balanced	-1.6%	-1.7%	14.3%	11.3%	4.1%	5.3%	6.2%
Fidelity Monthly Income Fund	Canadian Neutral Balanced	-1.1%	1.2%	15.9%	15.9%	6.3%	6.3%	N/A
Fidelity Canadian Balanced Fund	Canadian Neutral Balanced	-1.7%	-2.0%	14.2%	11.7%	3.1%	6.2%	6.9%
Lakeview DL High Income Fund	Canadian Equity Balanced	-1.7%	-1.7%	19.6%	20.7%	6.7%	6.6%	N/A

No Advice

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