Gold Canadian Equity Funds
This list highlights the top-performing Canadian Equity funds, as rated by Morningstar. These funds invest at least 90% of their equity holdings in securities domiciled in Canada and focus on large-cap companies. They aim to provide strong returns through Canadian market exposure.
Gold-rated funds are expected to deliver the best results in their category. Actively managed funds aim to outperform their index and rank in the top 15% of their Morningstar Category. Passively managed funds aim to match or slightly exceed their index, also ranking in the top 15% of their Morningstar Category.
|
Name
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
|
Fund Size (Base Currency)
|
12 Month Yield
|
Total Return Rank in Category
1 Year
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|
| DFA Canadian Vector Equity Class F | $1.15B | 1.80 | 1 | 1 | 1 | $2,500 | ||
| NCM Core Canadian - Series Z | $38.51M | 2.83 | 27 | 3 | 10 | $134,000 | ||
| DFA Canadian Core Equity A | $3.67B | 1.02 | 6 | 22 | 11 | $2,500 | ||
$3.61B | 1.79 | 17 | 19 | 24 | $100 | |||
$1.15B | 0.90 | 1 | 3 | 2 | $2,500 | |||
$970.39M | 1.94 | 15 | 16 | 20 | $3,000 | |||
$1.98B | 1.77 | 18 | 22 | — | $500 | |||
$3.61B | 1.61 | 16 | 17 | 22 | $500 | |||
$2.14B | 1.96 | 18 | 21 | 25 | $500 |
