OTG provides financial planning advice and services to active and retired educators – all at no cost.
Call us at
1-800-263-9541
or 416-752-6843

Here are recent rankings for OTG Funds by three independent fund-rating firms: Globefund, Fundata and Morningstar.

Globefund uses a star system to rank funds from 1 to 5, with the lowest-ranked funds getting 1 star and the top-ranked funds earning 5 stars. For the period ended December 31, 2007, Globefund ranked OTG Funds as follows: 

Fund Rating
OTG Balanced
4 star
OTG Diversified 3 star
OTG Global 4 star
OTG Dividend 4 star
OTG Money Market 4 star
OTG Mortgage & Income 4 star
OTG Growth 4 star

For more information on Globefund ratings, see: www.globefund.com

Fundata

Fundata Canada Inc. provided the following rankings for the period ended December 31, 2007 (where A is high and E is low):

Fund Rating
OTG Balanced
A
OTG Diversified C
OTG Global C
OTG Dividend B
OTG Money Market  
OTG Mortgage & Income A
OTG Growth B

Fundata Fund Grade is an independent and objective investment fund rating system that places equal emphasis on risk, return, and consistency of performance, determines fund rankings and assigns them with letters A (high) to E (low). To qualify for an A rating, a fund must not only finish in the top 20% of its peer group, it must also beat the established benchmark in its fund category. For more information on Fundata rankings please go to www.fundata.com (see 'research tools")

Morningstar

Morningstar Canada, another independent investment fund rating organization, gives OTG Funds the following star ratings as of December 31, 2007 (5 stars is best in class, 1 star is worst):

Fund Rating
OTG Balanced 5 star
OTG Diversified 3 star
OTG Global 4 star
OTG Dividend 3 star
OTG Money Market 4 star
OTG Growth 4 star
OTG Mortgage & Income 5 star

For further information on Morningstar please go to www.morningstar.ca

OTG Funds are available exclusively to members of the education community and their immediate family members, in Ontario and B.C.

OTG does not charge its clients any administration fees nor are there redemption fees related to its funds.

For more information, please call: OTG Financial at 1-800-263-9541.