AGF Traditional Income Fund
With interest rates still pretty low by historic standards, many investors continue to look for ways to generate a decent cash flow, while still being able to earn a decent total return and not take on too much risk. This fund may be a good candidate to do just that. It invests in a mix of stocks and bonds and has the objective of paying a regular cash flow to investors, which is currently targeting 4% per year. It is paying a variable distribution that is currently averaging around 4.4 cents per month, which works out to an annualized yield of just under 5%
Read MoreTD U.S. Blue Chip Equity Fund
Fund Company TD Asset Management Fund Type U.S. Equity Rating B Style Large Cap Growth Risk Level Medium Load Status No Load / Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Larry Puglia since October 1996 MER 2.55% Code TDB 977 – No Load Units TDB 310 – Front End Units TDB 340 – DSC Units Minimum Investment $500 Analysis: As the name would suggest, the TD U.S. Blue...
Read MorePH&N U.S. Dividend Income Fund
This fund invests in a relatively concentrated portfolio of U.S. based companies that have a growing dividend stream and attractive valuations. Most of the holdings are big, well know, blue chip companies like Johnson & Johnson, Chevron, Exxon Mobil and GE.
Read MoreTD Short Term Bond Fund
When yields jumped higher in the summer, this fund did exactly what it was supposed to do, hold its value better than bond funds that have a higher exposure to interest rates. While some were surprised when it dropped by slightly more than 1% in May and June, it more than held its own compared to the nearly 3.5% drop in the broader DEX Bond Universe Index.
Read MoreFidelity Canadian Large Cap Fund
This has long been one of my favourite Canadian equity funds, and manager Daniel Dupont has done a stellar job since taking the reins. Between March 2011 and September 2013, the fund has gained nearly 40%, while the S&P/TSX Composite Index has lost nearly 2.3%.
Read MoreTD Entertainment and Communications Fund
Fund Company TD Mutual Funds Fund Type Global Equity Rating A Style Growth Risk Level High Load Status No Load / Optional Manager Daniel Martino since October 2009 MER 2.82% Code TDB 652 – No Load Units TDB 324 – Front End Units TDB 354 – DSC Units Minimum Investment $500 Analysis: Finally, a fund after my own heart – entertainment and communications! The TD Entertainment and Communications...
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