来源：morningstar.ca
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基金表现乃2019年12月31日数据。过去数据不能保证基金的未来表现。
股息收入型股票（Dividend & Income Equity ）
| Name | MQR | Morningstar Star Rating | Total YTD Return | 1-yr Returns | 3-yr Returns | 5-yr Returns | MER |
| Sun Life Dynamic Equity Income F | Gold | 5 Stars | 1.71 | 16.58 | 10.02 | 9.20 | 1.05 |
| RBC Canadian Equity Income F | Gold | 5 Stars | 1.56 | 14.71 | 7.70 | 7.02 | 0.76 |
| RBC Canadian Dividend Class F | Gold | 4 Stars | 1.97 | 13.44 | 7.01 | 7.23 | 0.78 |
| Dynamic Dividend | Gold | 5 Stars | 1.70 | 15.08 | 8.69 | 8.10 | 1.60 |
Morningstar Direct Data as of Dec 31, 2019
股票 （Equity）
| Name | MQR | Morningstar Star Rating | Total YTD Return | 1-yr Returns | 3-yr Returns | 5-yr Returns | MER |
| RBC QUBE Low Vol Canadian Eqty Fund F | Gold | 5 Stars | 2.23 | 16.73 | 7.85 | 7.42 | 0.77 |
| Mawer Canadian Equity A | Gold | 4 Stars | 2.11 | 14.98 | 6.36 | 6.95 | 1.17 |
| Manulife Cdn Investment Class F | Gold | 4 Stars | 2.12 | 15.21 | 6.58 | 7.20 | 1.24 |
| Counsel Canadian Value Sr I | Gold | 4 Stars | 0.51 | 10.93 | 5.88 | 6.46 | 0.17 |
Morningstar Direct Data as of Dec 31, 2019
中和平衡型（Neutral Balanced）
| Name | MQR | Morningstar Star Rating | Total YTD Return | 1-yr Returns | 3-yr Returns | 5-yr Returns | MER |
| RBC Managed Payout Soln-Enhanced Plu F | Gold | 4 Stars | 1.82 | 11.44 | 6.52 | 6.03 | 0.85 |
| Manulife Monthly High Income Class F | Gold | 5 Stars | 2.32 | 11.97 | 7.36 | 5.82 | 1.10 |
| Manulife Cdn Balanced F | Gold | 5 Stars | 2.13 | 14.07 | 7.94 | 6.68 | 1.08 |
Morningstar Direct Data as of Dec 31, 2019
国际股票（Global Equity）
| Name | MQR | Morningstar Star Rating | Total YTD Return | 1-yr Returns | 3-yr Returns | 5-yr Returns | MER |
| RBC Vision Global Equity Fund F | Gold | 5 Stars | 0.54 | 22.96 | 15.80 | 11.21 | 0.99 |
| RBC QUBE Low Vol Global Equity Fund F | Gold | 4 Stars | 2.60 | 13.68 | 11.15 | 9.13 | 0.99 |
| RBC Global Equity Fund F | Gold | 5 Stars | 0.18 | 20.60 | 16.60 | 12.35 | 0.98 |
| Mawer Global Equity A | Gold | 5 Stars | 2.49 | 20.68 | 15.06 | 11.39 | 1.32 |
| Manulife Global Equity Class F | Gold | 5 Stars | 2.39 | 20.77 | 15.02 | 11.41 | 1.23 |
| Dynamic Global Dividend Series F | Gold | 5 Stars | 1.10 | 23.91 | 17.85 | 14.19 | 1.10 |
| Capital Group Global Equity Canada F | Gold | 5 Stars | 0.63 | 19.04 | 13.49 | 11.52 | 0.83 |
Morningstar Direct Data as of Dec 31, 2019
国际债券平衡型（Global Fixed Income Balanced）
| Name | MQR | Morningstar Star Rating | Total YTD Return | 1-yr Returns | 3-yr Returns | 5-yr Returns | MER |
| Manulife Yield Opportunities F | Gold | 5 Stars | 1.63 | 10.81 | 6.06 | 5.45 | 1.09 |
Morningstar Direct Data as of Dec 31, 2019
国际中和平衡型（Global Neutral Balanced）
| Name | MQR | Morningstar Star Rating | Total YTD Return | 1-yr Returns | 3-yr Returns | 5-yr Returns | MER |
| Sun Life Granite Balanced Class F | Gold | 4 Stars | 1.51 | 11.95 | 7.01 | 5.53 | 1.09 |
| Sun Life Dynamic Strategic Yield F | Gold | 4 Stars | 2.78 | 12.79 | 6.96 | 5.17 | 1.13 |
| Mawer Balanced A | Gold | 5 Stars | 2.06 | 14.28 | 8.86 | 7.01 | 0.91 |
| Manulife Global Strategic Bal Yield F | Gold | 5 Stars | 0.54 | 15.69 | 8.55 | 7.55 | 1.18 |
| Dynamic Dividend Income Series F | Gold | 4 Stars | 2.76 | 12.18 | 6.10 | 4.75 | 1.12 |
Morningstar Direct Data as of Dec 31, 2019
美国股票（US Equities）
| Name | MQR | Morningstar Star Rating | Total YTD Return | 1-yr Returns | 3-yr Returns | 5-yr Returns | MER |
| Sun Life Dynamic American F | Gold | 4 Stars | 2.80 | 21.85 | 17.59 | 14.06 | 1.41 |
| RBC QUBE Low Vol U.S. Equity Fund F | Gold | 4 Stars | 2.00 | 17.95 | 14.80 | 12.69 | 0.76 |
| Mawer US Equity A | Gold | 4 Stars | 3.02 | 25.38 | 17.32 | 13.80 | 1.15 |
| Manulife US Equity F | Gold | 5 Stars | 3.02 | 25.05 | 17.39 | 13.92 | 1.26 |
| DFA US Core Equity Class F | Gold | 4 Stars | 0.27 | 16.48 | 10.68 | 10.32 | 0.27 |
Morningstar Direct Data as of Dec 31, 2019
标靶退休日期型（Target Date Categories）
| Name | Morningstar Star Rating | Total YTD Return | 1-yr Returns (%) | 3-yr Returns (%) | 5-yr Returns (%) | 10-yr Returns (%) | MER (%) |
| BMO Target Education 2025 Portfolio D | 5 Stars | 1.75 | 9.31 | 6.21 | 5.05 | 0.96 | |
| Fidelity ClearPath 2025 Port Series F | 5 Stars | 1.11 | 12.76 | 7.73 | 5.87 | 8.37 | 1.04 |
| RBC Retirement 2025 Portfolio F | 5 Stars | 1.21 | 12.26 | 7.46 | 0.95 | ||
| Fidelity ClearPath 2030 Port Series F | 5 Stars | 0.91 | 13.26 | 8.04 | 6.12 | 8.74 | 1.10 |
| RBC Target 2030 Education Fund D | 5 Stars | 1.27 | 11.93 | 7.27 | 6.02 | 1.16 | |
| Fidelity ClearPath 2035 Port Series F | 5 Stars | 0.70 | 14.13 | 8.78 | 6.84 | 9.56 | 1.10 |
| Fidelity ClearPath 2040 Port Series F | 5 Stars | 0.42 | 14.98 | 9.12 | 7.07 | 9.80 | 1.14 |
| Fidelity ClearPath 2045 Port Series F | 5 Stars | 0.42 | 14.96 | 9.10 | 7.04 | 9.91 | 1.16 |
| PH&N LifeTime 2050 Fund D | 5 Stars | 1.64 | 14.92 | 9.28 | 7.22 | 1.31 |
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