Dynamic Power American Growth
Like most of the other funds launched under the Power banner, this is not a fund for the faint of heart. Manager Noah Blackstein uses a very concentrated, growth oriented approach in managing this fund. Because of this, the fund tends to be considerably more volatile than other U.S. equity funds, with a level of volatility more than 1.5 times the S&P 500 Index.
Read MoreAGF European Equity Class
Within the European equity category, one of the hardest hit funds has been the AGF European Equity Class Fund which has dropped more than 15.7% in each of the past three years. When you open the hood on this fund, it is not hard to see why. The fund is heavily invested in financial stocks, which have been severely punished by the markets since the onset of the global credit crisis in 2008. With continued volatility expected in the sector and continued loan write downs expected, more downside for this fund is likely.
Read MoreInvestment Fund Ranking Report – September 2011
You can download our Monthly Investment Fund Ranking Report for September 2011 here. September 2011 Investment Fund Ranking Report
Read MoreIA Clarington Canadian Conservative Equity Fund
If you are looking for a fund flash and sex appeal, then you had best keep looking. But if you are looking for a conservatively managed, high quality blue chip equity fund, this fund is definitely worth considering.
Read MoreRBC O’Shaughnessy Canadian Equity Fund
Like the other O’Shaughnessy Funds, the RBC O’Shaughnessy Canadian Equity Fund uses a quantitatively driven stock selection process that is highlighted in the manager’s book “What works on Wall Street”. Essentially the manager employs various screens looking for stocks that have a history of above average sales, above average trading value and above average cash flow. The manager will then pick the highest ranked 50 stocks for inclusion in the portfolio on an equally weighted basis. The screens are run several times a year, with the end portfolio being made up of between 150 and 200 stocks. The Fund will be fully invested at all times.
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