We’ve often noted the advantage of small mutual funds. Most notably, they have greater flexibility to make significant portfolio changes without affecting the stock market. Then too, a single winning,   Read More

You might say successful investing is easy. All you have to do is buy low and sell high. But how you do that is more of a problem. What’s more,   Read More

In an office in Vancouver, a small Canadian mutual fund company with a difference carries on operations. There, Steadyhand operates a family of six funds. The company has devised a   Read More

After posting modest returns in 2014, Canadian bonds have gotten off to a strong start so far this year. Year to date, the FTSE Universe Bond Index has gained 4.2   Read More

We include two of Mawer Investment Management’s mutual funds in our monthly Planning Guide. We feel Mawer’s equity funds rank among the more stable and best Canadian equity funds you   Read More

In the past, buying all the shares that make up a stock index was a course of action available to only the largest investors. These days, however, Canadian stock-market investors   Read More

Our latest addition to our Top-40 list of best Canadian mutual funds has a solid track record of delivering strong risk-adjusted returns. At the same time it has a well-balanced   Read More

A great deal has been said over the years regarding investment management fees and mutual funds. Much of it revolves around how fund managers motivate and reward sales efforts. Until   Read More

There’s seldom a compelling reason to recommend a fund that’s been operating for less than about three years. That’s because new funds often involve unknown management, have no portfolio and   Read More

Any investor may occasionally see his strategy fail to keep up with others. An investor with a proven record of success, however, can expect that with time his strategy will   Read More

Investing for current income requires an entirely different way of thinking than does investing for growth. But mutual funds that offer current income as their main purpose still report their   Read More

Often a small mutual fund is able to outperform large funds by getting a couple of big winners early on. This may attract the attention of investors who can quickly   Read More

If you’re like many people, you’ve rushed into your bank near the end of February and put as much as you could manage into an RRSP. You may have made   Read More

Recent market action indicates why it’s essential to hold Canadian equity index ETFs as part of a larger, well-diversified portfolio. Heavy concentration in just a few industry sectors makes Canadian   Read More

Bonds account for much of Canadians’ investments. And bond funds make up a large part of Canada’s mutual fund business. But investing in bond funds can deny you the very   Read More

Where should you put new money now?

Continue to add to stock funds, emphasizing diversified, conservative offerings. Longer-term, risk-tolerant investors may want to be more aggressive with specialized funds.

We think the   Read More

Canadian small-cap stocks have lost ground this year, but IA Clarington Canadian Small Cap Fund has bucked the trend. Its strong, consistent track record and relatively low volatility makes it,   Read More

A criticism of the standard market capitalization-weighted exchange-traded fund, or ETF, is that it mimics an index that gives greater weight to stocks that are high in demand among investors,   Read More

How much foreign content you choose to hold in your portfolio should depend on your investment objectives, time horizon and risk tolerance. But when you calculate your foreign content, remember   Read More

The lessons of stock-market volatility especially apply to specialty funds. If you learn from them, consider any losses the cost of tuition at the school of Bay Street. You can,   Read More