Mutual Fund News
Time to take advantage of gloomy U.S. markets
Larry Sarbit is CEO and chef investment officer for Sarbit Advisory Services and sub-adviser to (A Clarington on the IA Clarington Sarbit U.S. Equity Fund. *******''Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.''
Dillingham touts stability of real estate picks
swon@globeandmail.comWhat are we looking for?Ideas from the pros.It's worth checking out the top holdings of money managers to get stock tips or more insight into their mutual funds. Today, we look at CIBC Canadian Real Estate Fund at cibc.ca.
Manulife puts its stamp on AIC funds
One year after Manulife Financial Corp. announced it was buying AIC Ltd.'s mutual fund division, the Canadian life insurer is officially breaking all ties with the AIC name in a rebranding of its funds.
Sentry on lookout for cash-flow kings
swon@globeandmail.comWhat are we looking for?What the pros are buying.Every few months, we look at what mutual fund managers are snapping up. It's a way to get stock tips, or do research on a particular fund. Today, we look at top 10 holdings of Sentry Growth and Income Fund at sentry.ca.
On balance, a decade of contrasts
swon@globeandmail.comWhat are we looking for?The leaders and laggards over a decade among no-load Canadian balanced funds sold by the six big banks.The searchWe screened for the best and worst eight funds from the Canadian balanced, Canadian neutral balanced and Canadian fixed-income balanced categories for 10 years ended July 31. These categories vary from funds holding more than 60 per cent in equities versus bonds to less than 40 per cent in equities versus bonds. U.S. dollar, segregated, pooled, fund of funds and duplicate versions of these funds were left out.
How to reduce the risk of bad stock choices
rcarrick@globeandmail.comChoosing from among the three Canadian-market dividend ETFs traded on the Toronto Stock Exchange is faster, easier and safer than picking individual dividend stocks.But don't get the idea that any dividend-focused, exchange-traded fund will do. Each of the three choices has unique characteristics that make them good for some portfolios and not so good for others. Ready to dig down into the three to find out which is right for you?
Reasons to keep your adviser on speed-dial
rcarrick@globeandmail.comWhat we're looking atAll week, we've been focusing on high-achieving funds that have delivered consistently good returns. And now for something completely different. Here, we've gathered a collection of funds with consistently disappointing results.
Many funds, one admirable trait: consistency
rcarrick@globeandmail.comWhat we're looking atAn all-star team of widely available funds in all categories, as defined by their consistency in the short and long term.
Gone fishing ... for top performing bond funds
rcarrick@globeandmail.comWhat we're looking atAn all-star team of Canadian bond funds, which have been a popular choice for investors during the recent financial market ups and downs.
The cream of money market funds
rcarrick@globeandmail.comWhat we're looking atAlthough they pay next to nothing these days as a result of low interest rates, money market funds remain a popular parking spot for cash. Here, we zero in on money market funds with high upfront investment requirements. What's so special about these funds? Extra low fees, and higher than average returns.
