WRAP Funds Report – June 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 – June 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 – June 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 June 2018 Investment Fund Ranking Report here.
Read MoreTop Funds Report – June 2018
Download a PDF Copy of this report Markets gain in the merry month of May But equity indices likely to remain rangebound as volatility becomes the new normal … May started out nicely for equity investors as markets rallied higher on stronger corporate earnings and rising oil prices. Over the course of the month, the volatility that we had seen in February, March, and April...
Read MoreETF Focus List – June 2018
iShares S&P/TSX Small Cap Index ETF (TSX: XCS) – The iShares S&P/TSX Small Cap Index ETF provides exposure to a diversified portfolio of Canadian small cap stocks. It replicates a market cap weighted index that holds more than 200 individual positions, with the top ten making up under 15% of the portfolio. While it may be diversified on an individual security basis, it is more concentrated on a sector basis, with energy and materials representing more than half the ETF. Given the sector mix of the Canadian market, I don’t expect that this composition will change dramatically in the near term. The index and ETF are rebalanced quarterly.
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