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General Criteria Report Type: Standard Short-Term Long-Term Annual Quartile Rankings 5-Star Rating Key Facts Fund/Company Group: All companies ABC Funds Acker Finley Asset Management Inc. ACM Advisors Ltd. Acorn Global Investments Inc. Acuity Funds Ltd. Adaly Investment Management Corp. Aegon Fund Management Inc. AFINA Capital Management Inc. AGF Investments Inc. Agilith Capital Inc. AlphaNorth Asset Management AlphaPro Management Inc. Ark Fund Management Ltd. Arrow Capital Management Inc. Artemis Investment Management Assumption Life Aston Hill Asset Management Inc. ATB Investment Management Aurion Capital Management Inc. Auspice Capital Advisors Ltd Aventine Management Group Barometer Capital Management Inc. Batirente BC Advantage Funds (VCC) Ltd. BEST Funds Beutel Goodman Managed Funds Inc. BirchLeaf Investments Inc. BlackRock Asset Management Canada Limited BluMont Capital BMO Asset Management Inc. BMO Mutual Funds BMO Mutual Funds - Advisor BMO Nesbitt Burns Inc. - Commodity BMO Nesbitt Burns Inc. - Group of Funds BMO Nesbitt Burns Inc. - Linked Notes BonaVista Asset Management Ltd. Brandes Investment Partners & Company Brickburn Funds Inc. Brigata Capital Management Inc. Brompton Funds Limited BT Global Growth Inc Bullion Management Services Inc. C.F.G. Heward Investment Management Ltd Caldwell Investment Mgmt Ltd. Calrossie Investment Management Inc. Cambridge Asset Management Canada Life Assurance Co. Canoe Financial LP. Canso Fund Management Ltd. Capital International Asset Mgmt. (Canada) CC&L Funds Inc. CDSPI CGS Asset Management Ltd. Chartwell Asset Management Inc. Chou Associates Management Inc. CI Investments Inc. CIBC Asset Management CIBC Securities Inc. CIBC World Markets Inc. Co-operators Life Insurance Co. Connor Clark & Lunn Private Capital Ltd. Connor, Clark & Lunn Capital Markets Inc. Corp Financiere LaSalle Inc. Counsel Portfolio Services Covington Group of Funds Crystal Wealth Mgmt System Ltd. Delbrook Capital Advisors Inc Desjardins Financial Security Desjardins Financial Security (Pooled) Desjardins Investments Inc. Dimensional Fund Advisors Canada Inc. Discovery Capital Corporation Donville Kent Asset Management Inc. Dynamic Funds EdgePoint Wealth Management Inc. Educators Financial Group Inc. Empire Life Investments Enriched Investing Incorporated ENSIS Management Inc. Equilibrium Capital Management Inc. Equitable Life Insur. Co of Can Ewing Morris & Co. Investment Partners Ltd Excel Funds Management Inc. FairLane Asset Management FaithLife Financial Fed des trav. et travaill du Que Fidelity Investments Canada ULC Fiera Capital Corporation First Asset Funds Inc. First Trust Portfolios Canada Fonds des Professionnels Inc. Formula Growth Ltd. Franklin Templeton Investments Friedberg Mercantile Group Ltd. Front Street Capital FrontierAlt Group of Funds Full Cycle Energy Investment Management Limited Galileo Funds Inc. Gatehouse Capital Inc. Gestion FÉRIQUE Global Growth Assets Inc. Globevest Capital Ltd Golden Opportunities Fund Inc. Goodwood Inc. Great-West Life Assurance Co. GrowthWorks Managed Funds Harvest Portfolios Group Inc. Highstreet Asset Management Inc. Highwater Capital Management Corp Hillsdale Investment Mgmt Inc. Horizons Exchange Traded Funds Inc. HSBC Investment Funds (Canada) Inc. IA Clarington Investments Inc. Industrial Alliance Insurance and Fin'l Services Industrial Alliance Pacific Ins & Financial Serv ING Direct Asset Management Limited Integra Capital Limited Invesco Canada Ltd. Investors Group J. Zechner Associates JC Clark Ltd. JDM Investment Partners Ltd. Jemekk Capital Management Inc. JM Fund Management Inc. JovFinancial Solutions Inc JovFinancial Solutions Inc. Kensington Capital Partners Limited Kootenay Capital Managerment Corp. L'Union-Vie compagnie mutuelle d'assurance Landry Investment Management Legg Mason Canada Inc. Leith Wheeler Inv Counsel Ltd. Les Fonds d'invest. FMOQ Inc. Lincluden Management Ltd. London Life Insurance Co. Lycos Asset Management Inc. Lysander Funds Limited Mackenzie Financial Corporation Man Investments Canada Corp Mandate Management Corporation Manulife Financial Manulife Mutual Funds Maritime Life Assurance Co. Marquest Asset Management Inc. Matco Financial Inc. Matrix Funds Management Mawer Investment Management Ltd. Maxam Capital Management Ltd. McElvaine Investment Mgmt Ltd. McLean Asset Management Ltd. MD Physician Services Inc. Meritas Mutual Funds Merrill Lynch Canada Inc. MFS McLean Budden Limited Middlefield Group Limited Montrusco Bolton Inc. Morgan Meighen & Associates Ltd. National Bank Mutual Funds National Bank Securities NEI Investments NexGen Financial Limited Partnership Norrep Inc. North Growth Management Ltd. O'Leary Funds OceanRock Investments Inc. ONE Financial Open Sky Capital Orientation Finance Inc. Palos Management Inc Pembroke Private Wealth Management Ltd. PenderFund Capital Management Peregrine Investment Management Inc. Performance Group Ltd. PFSL Investments Canada Ltd. Phillips, Hager & North Inv Mgmt Picton Mahoney Asset Management PIE Portfolio Index Evolution Corporation PIMCO Canada Corp. Polar Securities Inc. Portland Investment Counsel Primevest Capital Corp. Pro-Financial Asset Management Inc. Quadrexx Asset Management Quadrus Group of Funds QV Investors Inc. Qwest Funds Corp. Radin Capital Partners Inc RBC Global Asset Management Inc. RBC Life Insurance Company Redwood Asset Management Inc. Resolute Funds Limited Ridgewood Capital Asset Management Inc. Rival Capital Management Inc. ROI Capital Ross Smith Asset Management Inc. Roundtable Capital Partners Inc. Russell Investments Canada Limited Salida Capital Corp. SaskWorks Venture Fund Inc. Scotia Asset Management L.P. Scotia Capital Inc. SEI Investments Canada Company Sentry Investments SHSC Financial Inc Silvercreek Management Inc. Skylon Advisors Inc. Spartan Fund Management Inc. Sprott Asset Management LP SSQ VIE Inv et retraite(Astra) Standard Life Assurance Company of Canada (The) Standard Life Mutual Funds Steadyhand Investment Funds Inc. Stone & Co. Limited Stone Asset Management Limited STYLUS Asset Management Inc. Sun Life Global Investments (Canada) Inc. SW8 Asset Management Inc. TD Asset Management Inc. Tera Capital Terra Fund Management Ltd. The Independent Order of Foresters The Royal Trust Co. Tonus Capital Inc. Tradex Management Inc. Transamerica Life Canada TriVest Wealth Counsel Ltd. UBS Global Asset Management (Canada) Co. United Financial Corporation Value Contrarian Asset Mgmt Inc. Value Partners Investments Inc. Vanguard Group, Inc. Venator Capital Management Ltd. VentureLink Group of Funds Vertex One Asset Management Inc. Vision Capital Corporation W. A. Robinson & Associates Ltd. Wave Cycle Mutual Funds Ltd Webb Asset Management Wellington West Asset Management Wise Capital Management Inc. XTF Capital Exchange Traded Funds Asset class: All classes Aggressive Growth : -Alternative Strategies -Asia Pacific Equity -Asia Pacific ex-Japan Equity -Canadian Focused Small/Mid Cap Equity -Canadian Small or Mid Cap Equity -Emerging Markets Equity -Financial Services Equity -Global Small/Mid Cap Equity -Greater China Equity -Health Care Equity -Japanese Equity -Miscellaneous - Commodity -Miscellaneous - Geographic Equity -Miscellaneous - Income and Real Property -Miscellaneous - Leveraged Funds -Miscellaneous - Other -Miscellaneous - Sector Equity -Miscellaneous - Undisclosed Holdings -Natural Resources Equity -Precious Metals Equity -Real Estate Equity -Retail Venture Capital -Science and Technology Equity -U.S. Small or Mid Cap Equity Capital Preservation : -Canadian Money Market -Canadian Synthetic Money Market -U.S. Money Market Growth : -Canadian Equity -Canadian Focused Equity Growth and Income : -2010 Target Date Portfolio -2015 Target Date Portfolio -2020 Target Date Portfolio -2025 Target Date Portfolio -2025+ Target Date Portfolio -Canadian Dividend and Income Equity -Canadian Equity Balanced -Canadian Fixed Income Balanced -Canadian Income Trust Equity -Canadian Neutral Balanced -Global Equity Balanced -Global Fixed Income Balanced -Global Neutral Balanced -Tactical Balanced Income : -Canadian Fixed Income -Canadian Inflation Protected Fixed Income -Canadian Long Term Fixed Income -Canadian Short Term Fixed Income -Global Fixed Income -High Yield Fixed Income International Growth : -European Equity -Global Equity -International Equity -North American Equity -U.S. Equity RRSP Eligible: All Yes No MER: >= <= All 0.5% 1.0% 1.5% 2.0% 2.5% 3.0% Total Assets: >= <= 0 $25M $50M $100M $500M $1,000M $5,000M $10,000M Load Type: All No Load Front End Back End Optional Both Min. Investment >= <= $0 $50 $100 $500 $1,000 $5,000 $25,000 Fund Type: All Open-Ended Pooled Segregated Currency: All Canadian $ U.S. $ Index Funds: All Funds Index Funds Non-Index Performance Criteria Percent return over the past: Globefund 5-Star Ratings: Quartile Ranking: 1 day 1 week MTD YTD 30 day 3 month 6 month 1 year 3 year 5 year 10 year 15 year 20 year inception 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 >= <= % Current: >= <= = All 5 Stars 4 Stars 3 Stars 2 Stars 1 Star Not Rated YTD 3 month 6 month 1 year 3 year 5 year 10 year 15 year 20 year 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 >= <= 1 2 3 4 1 day 1 week MTD YTD 30 day 3 month 6 month 1 year 3 year 5 year 10 year 15 year 20 year inception 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 >= <= % 1 Yr ago: >= <= = All 5 Stars 4 Stars 3 Stars 2 Stars 1 Star Not Rated YTD 3 month 6 month 1 year 3 year 5 year 10 year 15 year 20 year 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 >= <= 1 2 3 4 Percent return over 1 day* 1 week* MTD* YTD* 30 day* 3 month 6 months 1 year 3 year 5 year 10 year 15 year 20 year is better than index None 1-Year Average GIC Index 5-Year Average GIC Index 91 Day Treasury Bill Index AMEX Composite AMEX Composite ($ Cdn) Barclays Capital Govt/Corp Blend: 40% MSCI World, 60% Barclays Cap Blend: 60% MSCI World, 40% Barclays Cap Blend: TSX - 50% Gold, 50% Metal/Mining BMO Nesbitt Burns Cdn Small Cap Index Canada Savings Bonds Index Citigroup World Government Bond Index CPI - All Items DJ Wilshire 5000 DJIA Total Return DJIA Total Return ($ Cdn) Dow Jones Global Titans 50 ($ CA) Dow Jones Industrial Average Dow Jones Industrial Average ($ Cdn) Dow Jones United Kingdom Fixed Rate Index - 1% Fixed Rate Index - 2% Fixed Rate Index - 3% Fixed Rate Index - 4% Fixed Rate Index - 5% Fixed Rate Index - 6% Fixed Rate Index - 7% Fixed Rate Index - 8% Fixed Rate Index - 9% Fixed Rate Index -10% Fixed Rate Index -10.5% Fixed Rate Index -11% Fixed Rate Index -11.5% Fixed Rate Index -12% Fixed Rate Index -12.5% Fixed Rate Index -13% Fixed Rate Index -14% Fixed Rate Index -15% France - CAC 40 Price Index FT-SE 100 Price Index G7 Index Globe 2015 Target Date Port Peer Index Globe 2020 Target Date Port Peer Index Globe 2025 Target Date Port Peer Index Globe 2025+ Target Date Port Peer Index Globe Alternative Strategies Peer Index Globe Asia ex-Japan Equity Peer Index Globe Asia Pacific Equity Peer Index Globe Canadian Eqt Balanced Peer Index Globe Canadian Equity Peer Index Globe Canadian Fixed Income Peer Index Globe Canadian Focused Equity Peer Index Globe Canadian Money Market Peer Index Globe Cd Inflat Protected Fixed Peer Idx Globe Cdn Dividend and Income Peer Index Globe Cdn Fixed Inc Balanced Peer Index Globe Cdn Focused Small/Mid Peer Index Globe Cdn Long Term Fixed Inc Peer Index Globe Cdn Neutral Balanced Peer Index Globe Cdn Short Tm Fixed Inc Peer Index Globe Cdn Small or Mid Cap Eqt Peer Indx Globe Cdn Synthetic Money Mkt Peer Index Globe Emerging Markets Equity Peer Index Globe European Equity Peer Index Globe Financial Services Peer Index Globe Fixed Income Peer Index Globe Global Equity Balanced Peer Index Globe Global Equity Peer Index Globe Global Fixed Income Bal Peer Index Globe Global Neutral Balanced Peer Index Globe Global Small/Mid Cap Eqt Peer Indx Globe Greater China Peer Index Globe Health Care Peer Index Globe High Yield Fixed Income Peer Index Globe International Equity Peer Index Globe Japanese Equity Peer Index Globe Misc - Commodity Peer Index Globe Misc - Geographic Equity Peer Idx Globe Misc - In & Real Property Peer Idx Globe Misc - Leveraged Funds Peer Index Globe Misc - Sector Equity Peer Index Globe Misc - Undisclosed Hold Peer Index Globe Miscellaneous Peer Index Globe Natural Resources Peer Index Globe North American Equity Peer Index Globe Precious Metals Peer Index Globe Real Estate Peer Index Globe Retail Venture Capital Peer Index Globe Tactical Balanced Peer Index Globe U.S. Equity Peer Index Globe U.S. Money Market Peer Index Globe US Small or Mid Cap Eqt Peer Idx Gold: London PM ($ Cdn) Gold: London PM ($US) HANG SENG Stock Index HANG SENG Total Return Index Italy - Milan General Price Index Mexico IPC (BOLSA) Price Index MSCI EAFE MSCI EAFE ($ Cdn) MSCI Emerging Markets Free ($ Cdn) MSCI Europe ($ Cdn) MSCI Far East ($ Cdn) MSCI Japan ($ Cdn) MSCI Latin American ($ Cdn) MSCI North America Index ($ Cdn) MSCI Pacific, ex-Japan ($ Cdn) MSCI World MSCI World ($ Cdn) NASDAQ Composite NASDAQ Composite ($ Cdn) NASDAQ Computer Index NASDAQ-100 NASDAQ-100 ($ Cdn) NIKKEI 225 Price Index NIKKEI 225 Total Return Index ($ Cdn) NYSE Composite NYSE Composite ($ Cdn) Russell 1000 Russell 1000 ($ Cdn) Russell 2000 Russell 2000 ($ Cdn) Russell 2500 ($Cdn) Russell 3000 Russell 3000 ($ Cdn) S & P 300 Industrials S & P 300 Industrials ($ Cdn) S&P 500 Composite S&P 500 Composite ($ Cdn) S&P 500 Composite Total Return S&P 500 Composite Total Return Idx($Cdn) S&P Mid Cap 400 S&P Mid Cap 400 ($ Cdn) S&P/TSX 60 Capped Total Return Index S&P/TSX 60 Index S&P/TSX 60 Shariah S&P/TSX 60 Total Return Index S&P/TSX Capped Composite Total Return S&P/TSX Capped Cons Discretionary S&P/TSX Capped Cons Staples S&P/TSX Capped Divers Metals & Mining S&P/TSX Capped Energy S&P/TSX Capped Financials S&P/TSX Capped Health Care S&P/TSX Capped Income Trust S&P/TSX Capped Income Trust Total Return S&P/TSX Capped Industrials S&P/TSX Capped Info Tech S&P/TSX Capped Materials S&P/TSX Capped Real Estate Index S&P/TSX Capped Telecom Services S&P/TSX Capped Utilities S&P/TSX Completion S&P/TSX Completion Total Return S&P/TSX Composite Index S&P/TSX Dividend Composite S&P/TSX Equity Income Index S&P/TSX Global Gold S&P/TSX Global Mining S&P/TSX Preferred Share S&P/TSX Small Cap S&P/TSX Small Cap Total Return S&P/TSX Total Return S&P/TSX Venture Composite Salomon Corp Bonds - US Salomon Corp Bonds - US ($ Cdn) U.S. 30-Day Treasury Bills U.S. 30-Day Treasury Bills ($ Cdn) U.S. 91-Day Treasury Bills US 30-Day Money Market Yield Index US 30-Day Money Market Yield Index($Cdn) Wilshire 5000 ($ Cdn) Fund Criteria Equity Style: ALL Value Growth Sector Blend Fund Composition: Bond Cash Stock Other >= <= % Equity Approach: ALL Top Down Bottom Up Index Geographic Breakout: All Algeria Antigua and Barbuda Argentina Australia Austria Azerbaijan Republic Bahamas Bahrain Bangladesh Barbados Belgium Belize Bermuda Bolivia Bosnia and Herzegowina Botswana Brazil Brunei Darussalam Bulgaria Canada Cayman Islands Chile China Columbia Congo Costa Rica Cote D'Ivoire Croatia Curacao Cyprus Czech Republic Denmark Dominican Republic Ecuador Egypt El Salvador Emerging Markets Estonia Finland France Georgia Germany Ghana Gibraltar Greece Guyana Hong Kong Hungary Iceland India Indonesia International Iraq Ireland Israel Italy Jamaica Japan Jordan Kazakhstan Kenya Korea Kuwait Kyrgyzstan Latvia Lebanon Liberia Lithuania Luxembourg Macau Malawi Malaysia Mali Malta Marshall Islands Mauritius Mexico Monaco Mongolia Morocco Namibia Netherlands Netherlands Antilles New Zealand Nigeria Norway Oman Other Other countries Pakistan Panama Papua New Guinea Paraguay Peru Philippines Poland Portugal Puerto Rico Qatar Romania Russia Saudi Arabia Senegal Serbia and Montenegro Singapore Slovak Republic Slovenia South Africa South Korea Spain Sri Lanka Swaziland Sweden Switzerland Taiwan Tanzania Thailand Trinidad and Tobago Tunisia Turkey Ukraine United Arab Emirates United Kingdom United States Uruguay Venezuela Vietnam Virgin Islands (British) Zambia Zimbabwe >= <= % Equity Bias: ALL Large Cap Mid Cap Small Cap Sector Breakout: All Consumer Discretionary Consumer Staples Energy Financials Health Care Industrials Information Technology Materials Other sectors Telecommunication Services Utilities >= <= % Fixed Inc. Term: ALL Short Medium Long Statistics: Alpha - 1 Yr Alpha - 3 Yr Alpha - 5 Yr Alpha - 10 Yr Alpha - 15 Yr Beta - 1 Yr Beta - 3 Yr Beta - 5 Yr Beta - 10 Yr Beta - 15 Yr R Squared - 1 Yr R Squared - 3 Yr R Squared - 5 Yr R Squared - 10 Yr R Squared - 15 Yr Sharpe - 1 Yr Sharpe - 3 Yr Sharpe - 5 Yr Sharpe - 10 Yr Sharpe - 15 Yr Standard Deviation - 1 Yr Standard Deviation - 3 Yr Standard Deviation - 5 Yr Standard Deviation - 10 Yr Standard Deviation - 15 Yr Treynor Index - 1 Yr Treynor Index - 3 Yr Treynor Index - 5 Yr Treynor Index - 10 Yr Treynor Index - 15 Yr >= <= % Fixed Inc. Style: ALL Spread Rate Anticipation Portfolio: contains doesn't contain Symbol Lookup (enter multiple symbols separated by spaces)
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