News Search Results
Small-cap and resource funds lead the pack
swon@globeandmail.comWhat are we looking for?Investment fund leaders and laggards over the past year.With the recent market volatility, it might be time to think about taking some profits off the table if you were lucky enough to own some high fliers. If you owned some of the biggest losers in a market recovery, you might want to examine whether your reasons for owning them are still valid.
More than European funds lost money in early May
swon@globeandmail.comWhat are we looking for?Mutual funds that lost the most money in the first week of May.Investors were spooked by Greece's debt woes and fears of contagion before a $1-trillion (U.S.) bailout package was announced last Monday. And then there was that eerie drop of nearly 10 per cent on May 6 by the Dow Jones industrial average before it pared losses to end down 3.2 per cent.
Has Greece's contagion hurt European funds?
swon@globeandmail.comWHAT ARE WE LOOKING FOR?How European equity funds are faring amid investor concern over Greece's debt crisis.European stock markets have been on a roller-coaster ride because of fears of the contagion spreading to other weak euro zone countries, and slowing economic growth.
Balanced global funds that pack a punch
swon@globeandmail.comWHAT ARE WE LOOKING FOR?Global neutral balanced funds don't exactly sound sexy, but investors don't mind.It was the top selling fund category for each of the first three months of this year, according to the Investment Funds Institute of Canada. Let's check out how these funds, which invest in stocks and bonds, have done recently. This includes managing through the 2008-09 meltdown.
Socially responsible - and making money at it
swon@globeandmail.comWHAT ARE WE LOOKING FOR?Socially responsible funds that have beaten benchmarks over the long haul.These funds may avoid companies involved in tobacco, alcohol, gambling or military equipment. Or they can invest in more ethical firms with strong environmental records.
Canadian financial ETFs excel in first quarter
swon@globeandmail.comWHAT ARE WE LOOKING FOR?Exchange-traded funds (ETFs) with the most zip in the first quarter.These low-fee funds, which can be bought and sold like stocks, can be an easy way to gain exposure to a hot sector.
Cheapest deal on fees not necessarily the best
swon@globeandmail.comWHAT ARE WE LOOKING FOR?Canadian stock mutual funds for cheapskates.It's important to keep an eye on fees because they will eat away at returns over time.
Winners and losers in RRSP season
swon@globeandmail.com WHAT ARE WE LOOKING FOR?Which funds were investors buying and selling in February when RRSP season was in full gear? It's interesting to see if performance was related to funds attracting and losing the most assets.
Small-cap funds soar in early stages of recovery
WHAT ARE WE LOOKING FOR?Index beaters among smaller-company Canadian stock funds over the past decade. (Last week, we focused on larger-company Canadian stock funds.)Smaller-capitalization funds have posted robust returns recently because their stocks tend to do well in the early stages of an economic recovery. Now, let's see which ones have been able to outdo the BMO Nesbitt Canadian Small Cap Index, a popular benchmark.
Canadian fund leaders over the past decade
swon@globeandmail.com WHAT ARE WE LOOKING FOR?Index beaters among Canadian stock mutual funds over the past decade.Let's see who has been able to outwit the SandP/TSX total return index over a 10-year time frame that included two bear markets.
