ETF Focus List – September 2018
There were no new additions or deletions to our ETF Focus List this time around. In this edition, we highlight ETFs from Invesco, Horizons, iShares and Vanguard.
Read MoreRecommended List of Mutual Funds – July 2018
Download a PDF Version of this Report . Additions NONE Deletions Guardian Global Dividend Growth Fund (GCG 570 – Front End Units) – It’s no secret that I’ve been frustrated by the performance of this Fund for some time. While some of this underperformance is a function of the Fund’s investment style, it has also been lagging other Funds with comparable mandates more frequently. Because of this,...
Read MoreJuly 2018 Portfolio Review
On balance, July offered up a solid start to the third quarter. Despite the increasing global trade war, economic growth numbers to pointed to continued expansion. Corporate earnings, particularly in the U.S. were strong, thanks largely to the tax cuts introduced by President Trump back in December. Investors also took some solace in indications the U.S. may be willing to pull back a bit on the trade front, after the U.S. and Europe agreed to a cease fire on tariffs while a new trade deal is negotiated. There were also signs that the U.S. may be willing to reopen NAFTA negotiations.
Read MoreWRAP Funds Report – July 2018
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 MoreSocially Responsible Investing Report – July 2018
With environmental, sustainability, and governance factors 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...
Read MoreInvestment Fund Ranking Report – July 2018
Each month, we analyze nearly 2500 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 July 2018 Investment Fund Ranking Report here.
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