National Bank Canadian All Cap Equity
Fund Company National Bank Securities Fund Type Canadian Focused Equity Rating A Style Mid Cap Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Brandon Snow since April 2011 Alan Radlo since June 2009 MER 2.51% Code NBC 485 – Front End Units NBC 585 – DSC Units Minimum Investment $500 Analysis:At first glance, this looks very similar to the...
Read MoreTD Science & Technology Fund
Fund Company TD Asset Management Fund Type Miscellaneous – Sector Equity Rating A Style Growth Risk Level Medium – High Load Status No Load / Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager T. Rowe Price Associates since October 2008 MER 2.83% Code TDB 645 – No Load Units TDB 322 – Front End Units TDB 352 – DSC Units Minimum Investment $500 Analysis:Science and tech funds...
Read MoreCapital International Global Equity Fund
Fund Company Capital International Asset Management Fund Type Global Equity Rating B Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Galen Hoskin since August 2012 Carl Kawaja since November 2002 Dina Perry since November 2002 MER 2.11% Code CIF 843 – Front End Units CIF 863 – Low Load Units Minimum Investment $500 Analysis:...
Read MoreSteadyhand Equity Fund
Fund Company Steadyhand Investment Funds Fund Type Canadian Focused Equity Rating A Style Growth at a Reasonable Price Risk Level Medium Load Status No Load RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager CGOV Asset Management since February 2007 MER 1.42% Code SIF 130 – No Load Units Minimum Investment $10,000 Analysis: With a focus on high quality companies run by great...
Read MoreBMO Global Energy Class
Fund Company BMO Investments Inc. Fund Type Energy Equity Rating A Style Small Cap Growth Risk Level High Load Status No Load / Optional RRSP/RRIF Suitability Poor TFSA Suitability Poor Manager Mark Serdan since May 2013 Kyle Hunter since May 2013 MER 2.66% Code GGF 70236 – No Load Units GGF 87236 – Front End Units GGF 85236 – DSC Units Minimum Investment $500 Analysis: A reader recently asked...
Read MoreFidelity Corporate Bond Fund
Fund Company Fidelity Investments Canada ULC Fund Type Canadian Fixed Income Rating A Style Credit Analysis Risk Level Low Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Brian Miron since September 2010 Catriona Martin since July 2012 MER 1.69% Code FID 1634 – Front End Units FID 1631 – DSC Units Minimum Investment $500 Analysis: Into today’s challenging fixed...
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