PH&N U.S. Dividend Income Fund
This fund invests in a relatively concentrated portfolio of U.S. based companies that have a growing dividend stream and attractive valuations. Most of the holdings are big, well know, blue chip companies like Johnson & Johnson, Chevron, Exxon Mobil and GE.
Read MoreTD Short Term Bond Fund
When yields jumped higher in the summer, this fund did exactly what it was supposed to do, hold its value better than bond funds that have a higher exposure to interest rates. While some were surprised when it dropped by slightly more than 1% in May and June, it more than held its own compared to the nearly 3.5% drop in the broader DEX Bond Universe Index.
Read MoreFidelity Canadian Large Cap Fund
This has long been one of my favourite Canadian equity funds, and manager Daniel Dupont has done a stellar job since taking the reins. Between March 2011 and September 2013, the fund has gained nearly 40%, while the S&P/TSX Composite Index has lost nearly 2.3%.
Read MoreTD Entertainment and Communications Fund
Fund Company TD Mutual Funds Fund Type Global Equity Rating A Style Growth Risk Level High Load Status No Load / Optional Manager Daniel Martino since October 2009 MER 2.82% Code TDB 652 – No Load Units TDB 324 – Front End Units TDB 354 – DSC Units Minimum Investment $500 Analysis: Finally, a fund after my own heart – entertainment and communications! The TD Entertainment and Communications...
Read MoreDynamic American Value
One of my core beliefs about investing is that if you can minimize the risk, the return will take care of itself. This David Fingold managed fund is one of the best out there at managing the downside risk of the markets. When I look at its downside capture ratio, which measures how the fund has performed compared with its benchmark in falling markets, it has consistently been one of the best funds in down markets. The unfortunate drawback is that of late, this defensive positioning has also dragged the upside performance, resulting in chronic underperformance.
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