Scott Newman, Vice President and Global Investment Strategies Team Lead at Invesco Canada, on the power of dividend growth. more…
FundGrade A+™ Rating ranks the best of the best
The FundGrade A+ Rating identifies funds with not only the best risk-adjusted returns but also those
demonstrating the highest level of consistency. The FundGrade A+ Rating is awarded annually to
funds that achieve consistently high FundGrade scores through an entire calendar year.
The FundGrade A+ Rating is a totally objective, transparent, score-based calculation using a grade point
average that ranks funds to determine the annual “best-of-the-best” ratings. As such, the FundGrade A+ Rating provides investors, advisors, and fund managers with a single, reliable, easy-to understand
fund-performance rating based on an entire calendar year. Click here for more information.
The RI FundGrade A+ calculation is exactly the same as the monthly FundGrade calculation above, wherein funds are ranked based on Sharpe, Information, and Sortino ratios using up to 10 years of history. The funds with the top overall rankings in each of the Equity, Balanced, and Fixed Income categories at the end of the year are awarded the RI FundGrade A+.
Fundata is pleased to announce the winners for the 2014 calendar year: