Mawer Balanced Fund
Fund Company Mawer Investment Management Fund Type Global Neutral Balanced Rating B Style Blend Risk Level Medium Load Status No Load RRSP/RRIF Suitability Excellent Manager Greg Peterson since June 2006 MER 0.96% Fund Code MAW 104 – No Load Units Minimum Investment $5,000 FID 569 – DSC Units Minimum Investment $500 Analysis: This has been one of the strongest balanced funds around for many...
Read MoreFidelity Monthly Income Fund
Fund Company Fidelity Investments Canada Fund Type Canadian Neutral Balanced Rating A Style Large Cap Value Risk Level Low - Medium Load Status Optional RRSP/RRIF Suitability Good Manager Geoff Stein since April 2011 David Wolf since March 2014 MER 2.10% Fund Code FID 269 – Front End Units FID 569 – DSC Units Minimum Investment $500 Analysis: I have been a fan of this fund since just after Geoff...
Read MoreManulife Monthly High Income Fund
Fund Company Manulife Mutual Funds Fund Type Canadian Neutral Balanced Rating A Style Large Cap Blend Risk Level Low – Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Alan Wicks since Sept 1997 Jonathan Popper since Sept 1997 MER 2.11% Fund Code MMF 583 – Front End Units MMF 483 – DSC Units Minimum Investment $500 Analysis: This is a fund that has been on my radar for a few...
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 MoreMackenzie Canadian Growth Fund
Fund Company Mackenzie Investments Fund Type Canadian Focused Equity Rating A Style Large Cap Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Dennis Starritt since August 1995Dina DeGeer since August 1995David Arpin since January 2013 MER 2.51% Code MFC 650 – Front End UnitsMFC 640 – DSC Units Minimum Investment $500 Analysis: Year to date,...
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