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Filter Description: Holding Positions in COLUMBIA

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X	Fund Name	FundGrade	Alpha	Beta	Sharpe	Treynor	RSq.	Std.Dev.	3-yr Max. Drawdown	5-yr Max. Drawdown	10-yr Max. Drawdown	Performance
	SEI Global Growth 100 Fund Class - F	n/a	-0.00142	0.96	0.17	0.01	0.94	3.02	20.34	37.43	--
	Russell Income Essentials Portfolio Series E-7	C	0.00464	0.03	0.39	0.15	0.00	1.04	3.96	3.96	--
	SEI Global Growth 100 Fund Class - R	D	-0.00061	0.96	0.19	0.01	0.94	3.02	18.87	37.12	--
	SunWise Ess Portfolio Sel 70i30e Mgd Seg Fd Inc Cl	B	--	--	--	--	--	--	5.68	--	--
	United Global Fixed Income Corporate Class A	D	-0.00012	0.60	0.11	0.00	0.69	1.44	15.49	15.49	--
	Fidelity International Disciplined Equity Fd T8	D	-0.00207	0.92	0.09	0.00	0.91	3.63	26.83	38.75	--
	Standard Life SI Ideal FT Quotent Gbal Bal P GLWPL	n/a	--	--	--	--	--	--	--	--	--
	CI Portfolio Series Growth Fund Class AT6	n/a	--	--	--	--	--	--	--	--	--
	Fidelity Global Small Cap Class Series B	n/a	--	--	--	--	--	--	--	--	--
	Fidelity Global Small Cap Class Series B U$	n/a	--	--	--	--	--	--	--	--	--
	SunWise Ess Portfolio Sel 30i70e Mgd Seg Fd Inv Cl	C	--	--	--	--	--	--	10.67	--	--
	Standard Life S2 Ideal Fidelity Cdn Asset All 100	n/a	--	--	--	--	--	--	--	--	--
	Fidelity Income Replacement 2037 Portfolio Ser B	C	0.00018	0.57	0.22	0.01	0.66	1.44	6.95	26.78	--
	AGF Elements Conservative Portfolio Series D	D	0.00018	0.56	0.31	0.01	0.73	0.92	3.84	13.43	--
	BMO Global Tactical ETF Class - T6	C	--	--	--	--	--	--	4.05	--	--
	SEI Balanced 50/50 Fund Class - F	n/a	0.00180	0.78	0.33	0.01	0.75	1.37	6.30	21.75	--
	Fidelity Income Replacement 2025 Portfolio Ser B	C	0.00071	0.43	0.25	0.01	0.62	1.13	5.22	22.12	--
	SunWise I Portfolio Series Growth Fund 100/100	C	-0.00345	1.10	0.12	0.00	0.81	2.53	24.95	37.67	37.67
	Standard Life SI Ideal Rus LifePoints Bal Pot 75PL	D	-0.00118	0.86	0.20	0.00	0.58	1.59	6.93	--	--
	Fidelity ClearPath 2005 Portfolio Series T5	C	0.00047	0.76	0.41	0.00	0.34	0.88	3.04	14.24	--
	Russell LifePoints Conservative Income Port F5	n/a	--	--	--	--	--	--	--	--	--
	BMO Aggressive Growth Solution - T8	B	0.00164	0.71	0.28	0.01	0.92	2.26	23.25	37.99	--
	Standard Life SI Ideal Rus LifePts L-T Gw P 100	D	-0.00435	1.19	0.10	0.00	0.81	2.72	13.23	--	--
	Fidelity International Disciplined Equity Fd S8	D	-0.00190	0.92	0.09	0.00	0.91	3.63	26.49	38.80	--
	SunWise Ess Portfolio Sel 80i20e Mgd Seg Fd Est Cl	C	--	--	--	--	--	--	0.57	--	--

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Glossary FundGrade, Alpha, Beta, Sharpe, Treynor, RSq., Std.Dev., 3-yr Max. Drawdown, 5-yr Max. Drawdown, 10-yr Max. Drawdown, Performance,

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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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