Investment Fund Ranking Report – May 2016
Each month, we analyze nearly 2000 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 May 2016 Investment Fund Ranking Report here.
Read MoreMackenzie Ivy Foreign Equity
With market volatility high in the first quarter, this concentrated, quality focused global equity fund did what it does best – protect capital better than its benchmark and peer group.
Read MoreFidelity Northstar Fund
This go anywhere, all cap fund is managed by the team of Joel Tillinghast and Daniel Dupont. Both managers use their unique individual bottom up stock selection process.
Read MoreManulife U.S. Equity Fund
The U.S. market is one of the toughest to beat on a consistent basis, which is why I tend to favour low cost ETFs for my U.S. equity expo-sure. However, if you are looking for a well-managed, high quality, mutual fund that will give you a shot at outperforming the S&P 500 once in a while, then this fund, which mirrors the Mawer U.S. Equity Fund (MAW 108) is definitely worth considering.
Read MoreManulife Dividend Income Fund
Managed by the team of Alan Wicks, Conrad Dabiet, and Jonathan Popper, using a bottom up, fundamentally driven process that seeks out businesses of any size that have high returns on invested capital. Each potential investment candidate is scored on a number of factors, including stability and level of their earnings power, managerial skill and ownership, and financial leverage. A deeper due diligence review is conducted on the most attractive opportunities. This includes meetings with management and generating an estimate of fair value. They also determine buy and sell prices. Once a company is in the portfolio, they actively manage position sizes based on real time valuation levels. The closer a name is to its buy price, the greater the weight it has in the fund. Surprisingly, turnover levels have been modest, averaging around 70% for the past three years.
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