Investment Fund Ranking Report – May 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 May 2016 Investment Fund Ranking Report here.
Read MoreApril 2016 Portfolio Review
It was a tough month for the portfolios, with each finishing the month of April in negative territory, and each lagging their respective benchmarks. You can download our standard monthly portfolio report here. For those looking for even more detail, I am also providing additional reports generated from Morningstar which show even more detail regarding the portfolios. A summary report can be...
Read MoreSocially Responsible Investing Report – April 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 April 2016...
Read MoreWRAP Funds Report – April 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 – April 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 April 2016 Investment Fund Ranking Report here.
Read MoreRecommended List of Mutual Funds – April 2016
. Download the PDF Version of the report here . List Changes . Additions Manulife Dividend Income Fund (MMF 4529 – Front End Units, MMF 4429 – DSC Units) – Managed by the team of Alan Wicks, Conrad Dabiet, and Jonathan Popper, this fund looks to assemble a diversified portfolio of businesses that are creating value at a pace faster than the broader equity markets. To do this, they use a bottom...
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