Investment Fund Ranking Report – April 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 April 2018 Investment Fund Ranking Report here.
Read MoreRecommended List of Mutual Funds – April 2018
Additions
NONE
Deletions
NONE
Funds of Note
Fidelity Canadian Large Cap Fund (FID 231 – Front End Units, FID 031 – Low Load Units) – It’s no secret that I’ve been frustrated by the performance of this fund over the past few quarters. The fund struggled through the latter part of 2016 and all of 2017. The main reason for this underperformance was the its defensive positioning. Manager Dan Dupont follows a very disciplined value-focused approach. Consequently, as valuations crept higher, he became more defensive, both in terms of stock selection and in increasing his cash weighting.
March 2018 Portfolio Review
The market volatility that started in February stuck around in March, taking investors for another wild ride. When all the dust settled, equity markets were lower and bond markets rallied. Turning to the portfolios, each finished the month in negative territory.
Turning to the portfolios, they each had a solid month given the market environment. The worst performer was the Growth Portfolio, which was down 1.1% in the month. Our Conservative Portfolio was lower by 0.1%, while the Balanced Growth Portfolio and Balanced Portfolio finished modestly higher, posting gains of 0.6% and 0.5% respectively.
Read MoreSocially Responsible Investing Report – March 2018
With environmental and human rights concerns 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 March 2018...
Read MoreWRAP Funds Report – March 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 MoreInvestment Fund Ranking Report – March 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 March 2018 Investment Fund Ranking Report here.
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