Investment Fund Ranking Report – October 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 October 2016 Investment Fund Ranking Report here.
Read MoreRecommended List of Mutual Funds – October 2016
Capital Group U.S. Equity Fund (CIF 847 – Front End Units, CIF 867 – Low Load Units) – Historically, the U.S. equity market has been one of the most difficult to outperform, making picking an actively managed fund in the category rather difficult. More often than not, you’re better off just going with a low-cost index product for your U.S. equity exposure.
One fund that has grabbed my interest of late is the Capital Group U.S. Equity Fund, offered through the U.S. based Capital Group’s Canadian division. While the fund is only publishing a track record of just under three years in Canada, it is now modeled after the firm’s oldest portfolio, the Investment Company of America, a fund that was launched in 1933, and boasts a strong track record of performance.
Read MoreSeptember 2016 Portfolio Review
The fall months have historically been the most volatile in the markets, but thankfully, September was reasonably tame. The portfolios held up relatively well, with each finishing in positive territory for the month. Unfortunately, the conservative positioning of a number of the equity funds resulted in underperformance when compared with their respective benchmarks.
Read MoreSocially Responsible Investing Report – September 2016
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 September 2016...
Read MoreWRAP Funds Report – September 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 – September 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 September 2016 Investment Fund Ranking Report here.
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