Fund Filter

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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. Acuity Funds Ltd. Adaly Investment Management Corp. AEGON Fund Management Inc. AGF Investments Inc. Agilith Capital Inc. AlphaNorth Asset Management AlphaPro Management Inc. Ark Fund Management Ltd. Arrow Hedge Partners Inc. ASG Financial Corp Assumption Life ATB Investment Management Aurion Capital Management Inc. Auspice Capital Advisors Ltd Barometer Capital Management Inc. Batirente BEST Funds BetaPro Management Inc. Beutel Goodman Managed Funds Inc. BlackRock Asset Management Canada Limited BluMont Capital BMO Asset Management BMO Investments Inc. 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. Bullion Management Services Inc. Caldwell Investment Mgmt Ltd. Canada Life Assurance Co. Capital International Asset Mgmt. (Canada) CDSPI Chartwell Asset Management Inc. Chou Associates Management Inc. CI Investments Inc. CIBC Asset Management CIBC Securities Inc. CIBC World Markets Inc. Citadel Group of Funds City of London Investment Management Co. Ltd. Claymore Investments, Inc. Co-operators Life Insurance Co. Connor, Clark & Lunn Managed Portfolios Inc Corp Financiere LaSalle Inc. Counsel Wealth Management Covington Group of Funds Creststreet Asset Management Ltd. Criterion Investments Inc. Crystal Wealth Mgmt System Ltd. Davis-Rea Ltd. DeltaOne Capital Partners Corp. Desjardins Financial Security Desjardins Financial Security (Pooled) 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 EnerVest Funds Management Inc. Enriched Investing Incorporated ENSIS Management Inc. Equilibrium Capital Management Inc. Equitable Life Insur. Co of Can ETF Capital Management Excel Funds Management Inc. FairLane Asset Management FaithLife Financial Fed des trav. et travaill du Que Fidelity Investments Canada ULC Fiera Capital Inc. First Asset Funds Inc. First Trust Portfolios FISQ Folk World Markets Inc 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 Fédération des caisses Desjardins du Québec Galileo Funds Inc. Gatehouse Capital Inc. GBC Asset Management Inc. Gestion FÉRIQUE GGOF Guardian Group of Funds Global Prosperata Funds Inc. Golden Opportunities Fund Inc. Goodwood Inc. Great-West Life Assurance Co. GrowthWorks Managed Funds Hartford Investments Canada Corp. Highstreet Asset Management Inc. Highwater Capital Management Corp Hillsdale Investment Mgmt Inc. Horizon Funds Howson Tattersall Investment Counsel Ltd. HSBC Investment Funds (Canada) Inc. IA Clarington Investments Inc. Industrial Alliance Ins. and Fin Services Industrial Alliance Insurance and Fin'l Services Industrial Alliance Pacific Life Insurance ING Direct Asset Management Limited Integra Capital Limited Invesco Trimark Ltd. Investors Group J. Zechner Associates Jemekk Capital Management Inc. JovInvestment Management Inc. Kensington Capital Partners Limited L'Union-Vie compagnie mutuelle d'assurance Lakeview Asset Management Inc. Landry Morin Inc. Lawrence Asset Management Inc. Leeward Hedge Funds Inc. Leith Wheeler Inv Counsel Ltd. Les Fonds d'invest. FMOQ Inc. Lincluden Management Ltd. Lionridge Capital Management Inc Lions Capital Corp. London Life Insurance Co. 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. Mavrix Fund Management Inc. Mawer Investment Management Ltd. McElvaine Investment Mgmt Ltd. McLean Asset Management Ltd. McLean Budden Limited MD Funds Management Inc. Meritas Mutual Funds Merrill Lynch Canada Inc. Middlefield Group Limited Montrusco Bolton Inc. Morgan Meighen & Associates Ltd. Natcan Investment Mgmt. Inc. National Bank Mutual Funds National Bank of Canada National Bank Securities NexGen Financial Limited Partnership Norrep Inc. North Growth Management Ltd. Northern Rivers Capital Management Inc. Northwest & Ethical Investments L.P. ONE Financial Open Sky Capital Orientation Finance Inc. Palos Management Inc PenderFund Capital Management Peregrine Investment Management Inc. PFSL Investments Canada Ltd. Phillips, Hager & North Inv Mgmt Picton Mahoney Asset Management PIE Portfolio Index Evolution Corporation Polar Securities Inc. Primevest Capital Corp. Pro-Financial Asset Management Inc. QE Funds Corp Qtrade Fund Management Inc. Quadrexx Asset Management Quadrus Group of Funds Quorum P.I.P.E. Management Inc. QV Investors Inc. R.A. Floyd Capital Management Inc. RBC Asset Management Inc. RBC Life Insurance Company Redwood Asset Management Inc. Resolute Funds Limited Ridgewood Capital Asset Management Inc. Rival Capital Management Inc. Robson Capital Management Inc. ROI Management Russell Investment Canada Limited Salida Capital Corp. SaskWorks Venture Fund Inc. Sceptre Investment Counsel Ltd Scotia Capital Inc. Scotia Securities Inc. SEAMARK Asset Management Ltd. SEI Investments Canada Company Sentry Select Capital Corp. Sevenoaks Capital Inc. 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. Sterling Diversified Corp Sterling Growth Corp Stone & Co. Limited TD Asset Management Inc. Tera Capital Terra Fund Management Ltd. The Independent Order of Foresters The Manufacturers Life Insurance Company The Royal Trust Co. Thornmark Asset Management Inc. Titan Funds Incorporated Tradex Management Inc. Transamerica Life Canada Tricycle Asset Management Corp. United Financial Corporation Value Contrarian Asset Mgmt Inc. Value Partners Investments Inc. Van Arbor Asset Management Ltd. VenGrowth Asset Management VentureLink Group of Funds Vertex One Asset Management Inc. Vision Capital Corporation Vistra Capital Management Ltd. Wave Cycle Mutual Funds Ltd Webb Asset Management Wellington West Asset Management Wise Capital Management Inc. 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    -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    -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    -2020+ 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 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 >= <= % 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 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 >= <= 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 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 >= <= % 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 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 >= <= 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 2010 Target Date Port Peer Index Globe 2015 Target Date Port Peer Index Globe 2020 Target Date Port Peer Index Globe 2020+ 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 Income Trusts 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 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 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 Science and Technology 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 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 Index S&P/TSX 60 Shariah S&P/TSX 60 Total Return Index 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 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 Argentina Australia Austria Bahamas Bahrain Barbados Belgium Belize Bermuda Botswana Brazil Bulgaria Canada Cayman Islands Chile China Columbia Costa Rica Croatia 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 Latvia Lebanon Liberia Lithuania Luxembourg Macau Malaysia Mali Malta Marshall Islands Mauritius Mexico Morocco Netherlands Netherlands Antilles New Zealand Nigeria Norway Oman Other countries Pakistan Panama Papua New Guinea Peru Philippines Poland Portugal Puerto Rico Qatar Romania Russia Saudi Arabia Singapore Slovak Republic South Africa South Korea Spain Sri Lanka 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)