WRAP Funds Report – April 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 MoreInvestment Fund Ranking Report – April 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 April 2016 Investment Fund Ranking Report here.
Read MoreRecommended List of Mutual Funds – April 2016
. Download the PDF Version of the report here . List Changes . Additions Manulife Dividend Income Fund (MMF 4529 – Front End Units, MMF 4429 – DSC Units) – Managed by the team of Alan Wicks, Conrad Dabiet, and Jonathan Popper, this fund looks to assemble a diversified portfolio of businesses that are creating value at a pace faster than the broader equity markets. To do this, they use a bottom...
Read MoreTop Funds Report – April 2016
Download a PDF Copy of this report . Second Quarter Starts Strong With energy and commodities on the rebound, global markets rally off February bottoms… After a rough start to the year, it looks like the global equity markets have found some solid footing. Since mid-February they have been moving higher, thanks in large part to a sustained rally in the price of oil. On February 10, oil...
Read MoreFidelity Dividend Fund
As investors continue their hunt for yield, dividend funds remain a popular choice, and this Fidelity offering is one of the best in the category. Managed by the team of Geoff Stein and David Wolf, who run the fund much like a fund of funds, making allocations to underlying funds managed by asset class specialists. They try to keep a fairly static asset mix that is in line with the fund’s...
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