Model Portfolio Review – February 2013
It was another positive month for the portfolios, as all were modestly higher over the month. With the exception of the Growth Portfolio, they all outpaced their benchmarks. Contributing to the strong performance on both a relative and absolute basis was the Manulife Strategic Income Fund, the Renaissance Global Healthcare Fund and the Mackenzie Ivy Foreign Equity Fund. The CI American Value and...
Read MoreSocially Responsible Investing Report – February 2013
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 February 2013...
Read MoreWRAP Funds Report – February 2013
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 – February 2013
Each month, we analyze nearly 1500 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. You can download our February 2013 Investment Fund Ranking Report here.
Read MoreInvestment Fund Ranking Report – January 2013
Each month, we analyze more than 1200 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. You can download our January 31, 2013 Investment Fund Ranking Report here.
Read MoreWRAP Funds Report – January 2013
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...
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