WRAP Funds Report – July 2018
Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...
Read MoreSocially Responsible Investing Report – July 2018
With environmental, sustainability, and governance factors becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the...
Read MoreInvestment Fund Ranking Report – July 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 July 2018 Investment Fund Ranking Report here.
Read MoreTop Funds Report – July 2018
Tensions remained high in June as the world remained teetering on the brink of an all-out trade war, instigated by U.S. President Donald Trump. Investors remained unsettled through June, resulting in another month of choppy market performance.
Read MoreJune 2018 Portfolio Review
In this environment, the portfolios performed well, led by our equity focused Growth Portfolio which gained 1.96% on the month. This result outpaced its benchmark thanks to a strong showing from the quality focused Fidelity Small Cap America Fund and the defensively positioned Mackenzie Ivy Foreign Equity Fund. The defensively positioned Conservative Portfolio rose by 0.6% but trailed its index. The largest headwind was the Sentry Small Mid Cap Income Fund which trailed its benchmark, followed by the RBC Global Corporate Bond, which ended the month 0.3% lower in a very tough global credit environment. Our Balanced Portfolio earned 1.1%, which matched its benchmark.
Read More