Fund Filter - General

Select from the following options. When you are finished, click Go. to run the report.

Fund companies: To limit your report to one or more mutual fund company's funds, select the name(s) from the pull-down list. To make multiple selections, hold down the Ctrl key while making your selection.
Asset class: To limit your report to one or more asset classes, select the class(es) from the pull-down list. This allows you to compare funds that have the same characteristics (e.g., money market funds, Canadian equity funds). To make multiple selections, hold down the Ctrl key while making your selection.
Load type: Select
- For funds that levy a fee at the time a fund is purchased, select Front End.
- For funds that levy this fee later, select 'Back End'.
- For funds that do not levy this type of fee, select 'No Load.'
- For funds for which the load is optional, select 'Optional'.
- For funds that charge front and back end load, select 'Both'.
RRSP eligibility: Select
- 'Yes' for funds that are fully eligible for inclusion in an RRSP
- 'Foreign' for funds that are only eligible for the foreign content portion of an RRSP
- 'No' for funds that are not eligible to be included in an RRSP.
Management Expense Ratio (MER): Select a value to find all funds with an MER greater than >= or less than <= that value.
Total Assets: Select a value to find all funds with total net assets greater than >= or less than <= that value.
Minimum Investment: Select a value from the pull-down list to find all funds with a minimum initial investment greater than that value.
Fund Type: Select open-ended, pooled or segregated funds, or All.
Index Funds: Select index or non-index funds, or All.

Fund Filter - Performance

To select funds which meet a specified performance requirement, select from the following options. When you are finished, click Go. to run the report.

Total Return: Select up to 5 timeframes over which to track the Total Return for this fund, and whether the return is greater than >= or less than <= the selected percentage.
Calendar Year: Select up to 5 calendar years over which to track the Total Return for this fund, and whether the return is greater than >= or less than <= the selected percentage.
Better than another Fund: Enter the symbols of up to 3 funds, and timeframes, whose performance you want to compare to this fund. If you don't know the symbol, click Symbol Lookup
Better than an Index: From the selection box, select up to 3 indexes, and timeframes, whose performance you want to compare to this fund

Fund Filter - Rankings

To select funds which meet a specified ranking requirement, select from the following options. When you are finished, click Go. to run the report.

Globefund 5-Star Ratings: The Globefund 5-Star Ratings provide a simple rating for most mutual funds in Canada. Funds are ranked from one to five stars, with the top ranked funds getting five stars and the lowest ranked funds getting one star. Click here for more information.
MPT Statistics: Select up to 5 statistical methods, and whether the statistic is greater than >= or less than <= the selected value.
Quartile Ranking: Select up to 5 timeframes, and whether the fund's ranking over that time is greater than >= or less than <= the selected value.
Calendar Quartile Ranking: Select up to 5 calendar years, and whether the fund's ranking over that year is greater than >= or less than <= the selected value.
Equity Approach: Select either Top Down, Bottom Up, Index or All.
Equity Style: Select either Large, Middle or Small Cap, or All.
Equity Bias: Select either Value, Growth, Sector, Blend or All.
Fixed Income Term: Select either Short-, Medium- or Long-term, or All.
Fixed Income Style: Select either Spread, Rate Anticipation or All.

Fund Filter - Portfolio

To select funds based on their holdings, choose from the following options. When you are finished, click Go. to run the report.

Portfolio Composition: Specify whether you want the fund to contain more >= or less <= than a given percentage of Stock, Bond, Cash and/or Other instruments.
Geographic Breakout: Specify whether you want the fund to contain more >= or less <= than a given percentage of content from up to 4 countries.
Sector Breakout: Specify whether you want the fund to contain more >= or less <= than a given percentage of content from up to 4 market sectors.
Holding Analysis: Enter the symbols for one or more securities, separated by spaces (e.g. ibm-n msft-q) that you want included in (Contains) or excluded from (Doesn't contain) in the fund's top holdings. If you don't know the symbol, click Symbol Lookup to find it.
Report type: Select the report to be shown.