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5/25/2013 8:18:48 AM
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Filter Description: Holding Positions in COLUMBIA
Click on a field header to sort by that field. Click again to sort in the reverse direction. Click on the fund name to see a FundCard™.
X
Fund Name
FundGrade
Alpha
Beta
Sharpe
Treynor
RSq.
Std.Dev.
3-yr Max.
Drawdown
5-yr Max.
Drawdown
10-yr Max.
Drawdown
Performance
Fidelity Global Growth Portfolio Series B
-0.00058
1.07
0.24
0.01
0.83
2.42
15.82
38.07
--
Fidelity Global Growth Portfolio Series S8
-0.00058
1.07
0.24
0.01
0.83
2.42
15.81
38.04
--
SunWise II Portfolio Ser Conservative Bal 75/75
C
-0.00059
0.90
0.25
0.00
0.62
1.60
7.54
22.87
22.87
BMO SelectClass Aggressive Growth Portfolio T6
C
-0.00059
0.86
0.18
0.01
0.89
2.79
13.74
13.74
--
Quotential Balanced Income Corp Class Port Ser T
D
-0.00059
0.73
0.23
0.00
0.58
1.33
5.14
23.00
--
BMO SelectClass Aggressive Growth Portfolio - Adv
C
-0.00059
0.86
0.18
0.01
0.89
2.79
13.75
13.75
--
CI Portfolio Series Balanced Fund Class A
C
-0.00059
0.86
0.23
0.01
0.86
1.92
13.41
28.29
28.29
Clarica SF CI Emerging Markets Fund A
-0.00059
0.83
0.04
0.00
0.89
3.87
23.97
48.28
48.28
SEI Emerging Markets Equity Fund Class O
n/a
-0.00060
0.96
0.05
0.00
0.97
4.27
20.58
42.97
42.97
Quotential Balanced Income Portfolio Series T
C
-0.00060
0.73
0.23
0.00
0.58
1.35
5.15
23.77
23.77
Fidelity ClearPath 2045 Portfolio Series A
B
-0.00061
0.99
0.22
0.01
0.75
2.36
14.18
35.35
--
SEI Global Growth 100 Fund Class - R
D
-0.00061
0.96
0.19
0.01
0.94
3.02
18.87
37.12
--
SEI Canadian Focused Growth Fund Class O
n/a
-0.00061
1.15
0.12
0.00
0.92
2.64
14.16
--
--
SEI EAFE Equity Fund Class F
n/a
-0.00062
0.91
0.13
0.01
0.96
3.49
27.73
36.46
--
Fidelity Global Growth Class Portfolio Ser S5
-0.00062
1.07
0.24
0.01
0.83
2.42
11.50
11.50
--
SunWise II 2001 Port Ser Conservative Bal Fund(B)
C
-0.00063
0.90
0.25
0.00
0.62
1.60
7.60
7.60
7.60
Fidelity Global Growth Class Portfolio Ser S8
-0.00063
1.07
0.24
0.01
0.83
2.42
11.50
11.50
--
Fidelity Global Monthly Income Fund Series B U$
n/a
-0.00063
1.28
0.17
0.00
0.23
3.74
14.37
39.72
--
BMO MSCI Emerging Markets Index ETF
C
-0.00063
0.97
0.05
0.00
0.96
4.38
19.26
--
--
SunWise II 2001 Portfolio Series Conservative (F)
C
-0.00066
0.79
0.25
0.00
0.66
1.37
6.44
6.44
6.44
RBC Global Balanced Fund Series D
D
-0.00066
0.85
0.24
0.00
0.60
1.54
11.50
23.87
--
MLIP Class B Simplicity Aggressive
C
-0.00067
1.02
0.06
0.00
0.85
3.45
23.65
42.39
--
MLIA Class B Simplicity Aggressive
C
-0.00067
1.02
0.06
0.00
0.85
3.45
19.73
37.44
--
SunWise II Portfolio Series Conservative 100/100
C
-0.00068
0.80
0.25
0.00
0.67
1.37
6.44
20.39
20.39
Axiom Long-Term Growth Portfolio Elite Class
n/a
-0.00068
1.03
0.11
0.00
0.90
2.40
13.47
27.48
--
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Glossary
FundGrade
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Alpha
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Beta
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Sharpe
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Treynor
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RSq.
,
Std.Dev.
,
3-yr Max.
Drawdown
,
5-yr Max.
Drawdown
,
10-yr Max.
Drawdown
,
Performance
,
© 1996-2013 The Fund Library. All Rights Reserved.
This information is compiled from sources believed to be accurate but not guaranteed by The Fund Library, its owners, afficiates and partners. Past performance is no guarantee of future results.
Data Source: Fundata Canada Inc.
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