Model Portfolio Review – July 2014
Despite each of the portfolios ending the month in positive territory, each lagged their respective benchmark. You can download the Monthly Portfolio Report here. Within fixed income, the Dynamic Advantage Bond Fund was the biggest detractor from performance. It gained a modest 0.14% in July, which lagged the 0.63% rise in the DEX Universe Bond Index. Given the fund’s positioning, with a much...
Read MoreSocially Responsible Investing Report – July 2014
With environmental and human rights concerns becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the July 2014...
Read MoreWRAP Funds Report – July 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 – July 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 July 2014 Investment Fund Ranking Report here.
Read MoreRecommended List of Funds – July 2014
Download the PDF version of the report here. Welcome to our most recent Recommended List of Funds. This report contains our best fund ideas, asset mix suggestions and brief commentaries on a number of funds. We hope that you find this report to be helpful. Additions TD Monthly Income Fund (TDB 821 –Front End Units, TDB 831 – DSC Units) – There are definitely more than a few things to like about...
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