RBC North American Value Fund
Fund Company RBC Global Asset Management Fund Type Canadian Focused Equity Rating A Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Stuart Kedwell since May 2005 Doug Raymond since May 2005 MER 2.11% Code RBF 554 – No Load Units RBF 766 – Front End Units RBF 857 – DSC Units Minimum Investment $500 Analysis:The team of Stuart...
Read MoreAGF American Growth Class
Fund Company AGF Investments Inc. Fund Type U.S. Equity Rating B Style Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Tony Genua since January 2005 MER 2.70% Code AGF 201 – Front End Units AGF 931 – DSC Units Minimum Investment $500 Analysis: This growth focused U.S. equity fund is managed by industry veteran Tony Genua. His process uses a...
Read MoreO’Leary Canadian Dividend Fund
Fund Company O’Leary Funds Management Fund Type Canadian Dividend & Income Equity Rating C Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Connor O’Brien since December 2009 MER 1.73% Code OLF 301 – Front End Units OLF 331 – Low Load Units Minimum Investment $1,000 Analysis: Managed by Connor O’Brien and Steve DiGregorio of Stanton...
Read MoreBeutel Goodman Balanced Fund
Fund Company Beutel, Goodman & Company Ltd. Fund Type Canadian Equity Balanced Rating F Style Value Risk Level Low – Medium Load Status Front End RRSP/RRIF Suitability Good TFSA Suitability Good Manager Mark Thomson since September 2009 Bruce Corneil since May 1994 Gavin Ivory since February 2006 MER 1.21% Code BTG 772 – Front End Units Minimum Investment $5,000 Analysis:This equity...
Read MoreSentry Conservative Balanced Income Fund
Fund Company Sentry Investments Fund Type Canadian Neutral Balanced Rating A Style Mid Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Michael Simpson since January 2012 James Dutkiewicz since May 2012 MER 2.25% Code NCE 734 – Front End Units NCE 334 – DSC Units Minimum Investment $500 Analysis: It’s been just over two years...
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