WRAP Funds Report – September 2014
Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...
Read MoreInvestment Fund Ranking Report – September 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 September 2014 Investment Fund Ranking Report here.
Read MoreDynamic Dividend Advantage Fund
Looking at the underlying holdings of the dividend fund reinforces what a unique offering it is. Unlike most traditional dividend funds that are heavily weighted towards banks and energy, this Cecilia Mo managed fund has only 12% invested in financials, 5% in REITs, and 18% in energy. These are well below not only the benchmark, but the category average. While Ms. Mo has managed this fund since...
Read MoreRBC European Equity Fund
European equities remain attractively valued when compared to their North American brethren. Given the struggles in many European economies, these valuations may be justified. Aggressive stimulus action from the European Central Bank has the potential to spur a liquidity driven rally that may push prices up. Unfortunately we can’t say when or even if that will happen. But if you have a long-term...
Read MoreRBC Emerging Markets Equity
Launched in December 2009, this emerging markets fund shows a lot of promise. Managed by veteran Phillippe Langham and his team using a “Growth at a Reasonable Price” approach, performance has been very strong. To the end of July, it has gained an annualized 8.10% for the past three years, handily outpacing both the index and many of its peers. Perhaps more impressive, the fund’s overall...
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