Investment Fund Ranking Report – August 2018
Each month, we analyze nearly 2500 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 based on a number of key risk / reward metrics. You can download our August 2018 Investment Fund Ranking Report here.
Read MoreETF Focus List – September 2018
There were no new additions or deletions to our ETF Focus List this time around. In this edition, we highlight ETFs from Invesco, Horizons, iShares and Vanguard.
Read MoreTop Funds Report – August 2018
On balance, July offered up a solid start to the third quarter. Global economic growth numbers continue to point to continued expansion despite the potential fallout from a trade war instigated by U.S. President Donald Trump.
Offsetting the trade tensions that have been dominating the business news in the past few months were second-quarter corporate earnings, particularly in the U.S., which were stronger than the consensus had expected, thanks largely to the tax cuts introduced by President Trump back in December.
Read MoreRecommended List of Mutual Funds – July 2018
Download a PDF Version of this Report . Additions NONE Deletions Guardian Global Dividend Growth Fund (GCG 570 – Front End Units) – It’s no secret that I’ve been frustrated by the performance of this Fund for some time. While some of this underperformance is a function of the Fund’s investment style, it has also been lagging other Funds with comparable mandates more frequently. Because of this,...
Read MoreJuly 2018 Portfolio Review
On balance, July offered up a solid start to the third quarter. Despite the increasing global trade war, economic growth numbers to pointed to continued expansion. Corporate earnings, particularly in the U.S. were strong, thanks largely to the tax cuts introduced by President Trump back in December. Investors also took some solace in indications the U.S. may be willing to pull back a bit on the trade front, after the U.S. and Europe agreed to a cease fire on tariffs while a new trade deal is negotiated. There were also signs that the U.S. may be willing to reopen NAFTA negotiations.
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