Investment Fund Ranking Report – December 2014
Each month, we analyze more than 1500 mutual funds, pooled funds, and hedge funds putting them through our proprietary quantitative valuation model. We then prepare our Monthly Fund Ranking Report which rates and ranks each of the funds in our universe. You can download our December 2014 Investment Fund Ranking Report here.
Read MoreNew Fund Rating System Launched in 2015
When I first started providing a rating on mutual funds back in 2002, I developed a formula that considered a number of key performance and risk metrics. It looked at absolute return, relative return, volatility and relative volatility. It also took into account the length of track record of a fund when determining the rating for a fund. It seemed to work very well over the years, but its...
Read MoreTop Funds Report – December 2014
Download the PDF Version of this report Energy sinks Canadian equities Volatility returns with a vengeance, as oil price plummet sinks equities, boosts bonds. The past few months have certainly helped make 2014 a very interesting year. We saw the markets hit fresh highs amid some of the lowest volatility in recent memory, only to see it return with a vengeance. Equity markets, particularly the...
Read MoreCIBC NASDAQ Index Fund
Fund Company CIBC Asset Management Fund Type U.S. Equity Rating A Style Large Cap Growth Risk Level Medium High Load Status No Load RRSP/RRIF Suitability Good TFSA Suitability Fair Manager Patrick Thillou since August 2005 MER 1.26% Code CIB 520 – No Load Units Minimum Investment $500 Analysis: U.S. growth stocks have definitely been the big winners over the past couple of...
Read MoreCI Cambridge Canadian Dividend Fund
Fund Company CI Investments Fund Type Canadian Dividend & Income Equity Rating A Style Mid Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Brandon Snow since December 2013 Bob Swanson since December 2013 MER 2.40% Code CIG 11112 – Front End Units CIG 11162 – DSC Units Minimum Investment $500 Analysis: Since Cambridge took this fund...
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