Mutual funds remain an easy way for Canadians to both diversify their portfolio and provide income potential.
Last year, Globe Investor readers looked up 7.5 million mutual fund quotes from over 48,000 products from 350 providers.
“Globe readers, as in previous years, continued to show a preference for large, stable, income funds in 2021,” says Brian Bridger, Senior Vice President of Data and Analytics at Fundata Canada.
Rank
Year-over-year
Ticker
Fund
YTD Return %
Inception Return
FundGrade
1
1
RBF460.CF
RBC Select Balanced Portfolio Series A - NL
7.90%
6.59%
B
2
-1
BMO146.CF
BMO Dividend Fund Series A
16.91%
10.00%
B
3
11
FID5973.CF
Fidelity Global Innovators Class Series B- Isc
9.07%
28.93%
A
4
0
RBF266.CF
RBC Canadian Dividend Fund Series A - NL
24.09%
10.07%
B
5
1
CIB520.CF
CIBC Nasdaq Index Fund Class A - NL
24.80%
6.23%
A
6
-3
BNS385.CF
Scotia Canadian Dividend Fund Series A - NL
17.61%
9.61%
A
7
-2
RBF461.CF
RBC Select Conservative Portfolio Series A - NL
5.08%
6.17%
A
8
1
CIB512.CF
CIBC Monthly Income Fund Class A - NL
8.95%
6.68%
C
9
7
BNS397.CF
Scotia Nasdaq Index Fund Series A - NL
24.59%
7.18%
A
10
2
RBF209.CF
RBC Select Very Conservative Portfolio Series A-
2.38%
4.92%
B
11
18
FID5982.CF
Fidelity Global Innovators Class Series F- NL
10.20%
30.40%
A
12
-1
TDB886.CF
TD Comfort Balanced Portfolio Inv - NL
5.73%
6.72%
D
13
16
CIB496.CF
CIBC Global Technology Fund Class A - NL
2.62%
8.89%
A
14
1
DYN004.CF
Dynamic Power American Growth Fund Series A - FE
18.11%
12.19%
B
15
8
FID265.CF
Fidelity Canadian Growth Company Fund Ser B - FE
7.80%
12.13%
A
16
10
TDB648.CF
TD Precious Metals Fund - Inv - NL
-9.96%
6.03%
E
17
-7
TDB622.CF
TD Monthly Income Fund - Investor Series - NL
13.74%
7.38%
C
18
-11
INI240.CF
Tangerine Equity Growth Portfolio - NL
16.93%
11.07%
C
19
3
RBF459.CF
RBC Select Growth Portfolio Series A - NL
10.52%
6.37%
B
20
1
BMO148.CF
BMO Monthly Income Fund Series A - NL
8.07%
5.89%
B
21
-4
MAW104.CF
Mawer Balanced Fund Series A - NL
6.92%
8.47%
A
22
2
TDB645.CF
TD Science & Technology Fund - Investor Series -
17.70%
11.87%
-
23
7
CIB595.CF
CIBC Nasdaq Index Fund Premium Class - NL
25.77%
25.01%
A
24
-11
RBF468.CF
RBC Global Precious Metals Fund Series A - NL
-13.36%
10.26%
B
25
13
BNS382.CF
Scotia U.S. Equity Index Fund - Series A
22.52%
7.71%
C
Top 10 Providers
Last year Globe Investor readers looked up fund quotes from over 350 providers.