Top Funds Report – August 2016
Download a PDF Copy of this report Second Half Starts Strong Markets rally back nicely in July. Many markets flirt with record highs… After a rocky June, the second half of 2016 started strong, with global equity markets ending the month in positive territory. With the Brexit vote now in the rear-view mirror, many investors used the selloff as an opportunity to pick up some high...
Read MoreRecommended List of Mutual Funds – July 2016
PowerShares 1 – 5 Year Laddered Corporate Bond Fund (AIM 53203– Front End Units) – In June, this laddered short term corporate bond fund underwent its annual reconstitution. When this happens, the five shortest duration bonds are removed from the index and replaced with ten bonds that have a term to maturity of five years are added in their place. The reason that ten bonds are replacing the five that were removed is last year, the index provider announced that over the next five years, the number of bonds in the index would be increased from 25 to 50. After the reconstitution, the fund held 35 bonds. I really see this as a positive, as the increased number of bonds increases the diversification, and reduces the security specific risk in the fund.
Read MoreJuly 2016 Portfolio Review
Once the dust settled on the results of the Brexit vote, calmer heads prevailed, and investment markets moved higher in July, recovering most of their recent losses. It was an equally strong month for the portfolios, with each finishing well into positive territory.
Read MoreSocially Responsible Investing Report – July 2016
With environmental and human rights concerns 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 July 2016...
Read MoreWRAP Funds Report – July 2016
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 More