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Comprehensive Coverage
Performance, Top holdings, Allocations, Investment style, Risk Metrics
Professional PDF Reports
Customizable/Printable Investment Reports
Data Accuracy
Data provided by FUNDATA - Canada’s most accurate mutual fund database
FUNDGRADE
A to E ratings - indicating superior past performance
Search Functionality
Both Quick/Advanced search features for Mutual Funds, ETF's & Equities
FUNDATA Indices
Compare the performance and volatility of prospectus-issuing funds with similar risk classifications
Custom Views
Specify the information you want to see with our custom view tab
Portfolio Tracker
Portfolio Analysis for Performance, Growth, Distributions and Allocations
Watch and Analyze
Build lists and do head-to-head comparisons with our unique list builder
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