Funds

A file photo of Blake Goldring, CEO of AGF Management.

AGF banks on expanded pension business in 2012

May make a strategic acquisition of a foreign institutional money manager to offset mutual fund redemptions Jan 25, 2012 7:03PM EST | 0

Latest News

The trick to RRSP investing? Keep it safe and simple Jan 25, 2012 6:09PM EST | 0
Investing advice from the Wealthy Barber Jan 25, 2012 10:38AM EST | 0
Process, not politics, should drive investment strategy Jan 24, 2012 7:10PM EST | 0
Mutual funds have their place in a portfolio Jan 06, 2012 11:59AM EST | 0
Dividend funds cushioned market’s punches Jan 17, 2012 7:33AM EST | 0
Would you give up 44 per cent of your investment over 25 years? Dec 23, 2011 2:20PM EST | 0
Funds follow-up: Stars of 2010 were duds in 2011 Dec 27, 2011 7:51PM EST | 0
Could less transparency lead to a better investing product? Dec 23, 2011 4:53PM EST | 0
A lousy year for hedge funds, but no sign of exodus Dec 23, 2011 4:53PM EST | 0
U.S. fund managers insist now is the time to buy stocks Dec 22, 2011 8:14PM EST | 0

View more latest news

Inside funds

Fund	% Chg
RBC Premium Money Market	--
TD Canadian Bond	0.14
RBC Balanced	-0.36
TD Premium Money Market	--
RBC Canadian Money Market	--
RBC Canadian Dividend	-0.90
CI Harbour Growth & Income	-0.39
RBC Monthly Income	-0.30
CIBC Monthly Income	-0.32
CIBC Money Market	--
As of Fri Jan 27, 2012 06:52 PM

Globe Investor's BlackBerry app is here

Your Watchlist now synchs seamlessly with your BlackBerry Jan 20, 2012 6:34AM EST | 0

Qtrade keeps its lock on No. 1 in Globe’s annual survey

Online broker stays in top spot by copying the best ideas of other firms without delay, and relentlessly improving on them Dec 02, 2011 5:58PM EST | 0

Lipper awards

Special section: The best funds of 2010

Check out our web page featuring the top funds for one, three, five and ten years, according to Lipper Feb 07, 2011 4:47PM EST

Performance

Gainers have the highest percentage change in price, while losers have the largest negative percentage change. To be included as a gainer a fund must have made money. Similarly, losers must have lost money.

Fund categories that are moving

Gainers
Losers

Asset Class	% Chg
U.S. Small or Mid Cap Equity	10.46
U.S. Equity	8.38
Canadian Inflation Protected Fixed Income	6.58
Natural Resources Equity	6.01
Canadian Small or Mid Cap Equity	5.43
Real Estate Equity	5.34
North American Equity	4.81
Canadian Dividend and Income Equity	4.76
Health Care Equity	4.52
Canadian Long Term Fixed Income	4.52
As of Fri Jan 27, 2012 06:48 PM

Asset Class	% Chg
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The percentage change is the average return for all funds in each fund category. These benchmarks are calculated for each category at the end of every month.

View results for all asset categories

Mutual funds that are moving

Gainers
Losers

Fund	Latest	% Chg
BMG BullionFund-A	13.495	3.55
BMG Gold BullionFund-A	6.291	3.33
HSBC Chinese Equity-I	17.253	2.12
Sentry Precious Metals Grwth	67.437	2.10
HBP S&P/TSX Global Gold Bull + ETF	13.211	1.58
Dynamic Precious Metals	9.84	1.55
Mackenzie Cundill Recovery 'C'	11.217	1.50
Sentry Cdn Resource Class	37.814	1.43
Dynamic Strategic Gold Class	14.69	1.38
AGF European Equity Class	17.95	1.36
As of Fri Jan 27, 2012 06:00 PM

Fund	Latest	% Chg
Loading data...

This method looks at funds with assets greater than $100-million. The percentage change is the return as of the latest price. Most funds publish new prices daily.

View more fund leaders and laggards

By the Numbers

In these tables we crunch market data to highlight a trend for you. They are calculated at the end of every month. To make sure they are actionable ideas we look at funds with assets greater than $100-million.

Most bang for the buck

Fund	Latest	% Chg
Front Street Growth-B	8.243	19.41
RBC Canadian Equity Income	23.724	18.11
Fidelity Canadian Large Cap-A	29.457	13.15
AGF Monthly High Income	10.89	11.63
imaxx Canadian Fixed Pay	9.908	10.82
Fidelity Income Allocation-A	13.052	10.63
Mackenzie Sentinel Regd Strat Inc-A	9.735	10.53
United Enhanced Income Pool-W	15.49	9.31
GBC American Growth Fund	18.34	8.86
Mackenzie Growth	13.691	8.83
As of Fri Jan 27, 2012 06:03 PM

These funds have outperformed their category’s average three-year return. Each fund’s MER is also below its category average. Funds are ranked according to their three-year returns minus the benchmark return for their category, which is shown as the last column.

View full results

Longest serving in the top quartile

Fund	% Chg	Months
National Bank Corporate Cash Mgmt	0.79	115
TD Premium Money Market	0.61	19
RBC Premium Money Market	0.73	19
CIBC Money Market	0.49	17
Renaissance Money Market	0.50	17
SEI Money Market-O	1.04	17
BMO Premium Money Market	0.74	13
RBC Canadian Money Market	0.53	7
National Bank Treasury Management	0.94	6
RBC U.S. Money Market (US$)	0.28	4
As of Fri Jan 27, 2012 05:58 PM

Funds that have stayed in the top quartile for the most consecutive months. They are ranked according to the length of the winning streak. The fund's three-year return is the first column.

View full results

Class-leading returns and low volatility

Fund	Latest	% Chg
RBC Canadian Equity Income	23.724	16.53
United Enhanced Income Pool-W	15.49	14.15
CI Signature High Income	13.68	12.82
BMO GDN Asian Grth & Inc-M	14.21	11.23
Investors Cdn Equity Income Fund A	13.093	10.96
RBC Global Corporate Bond	9.479	10.34
Manulife Canadian Bond Plus Fund	10.811	9.71
Lakeview Disp Leadership Hi Inc A	13.03	9.22
Fidelity Dividend Plus-A	13.658	8.28
BMO GDN Mthly High Income II	13.36	8.17
As of Fri Jan 27, 2012 06:34 PM

These funds have outperformed their category’s average three-year return. Each fund’s three-year standard deviation is also below its category average. Funds are ranked according to their returns minus the benchmark return for their category, which is the last column.

View full results

Investor Education

Understanding mutual funds

Some people think mutual funds are safer than stocks because a fund manager is in charge. But a fund doesn't always make more money. And there are fees.

Learn more by clicking the headline above, or browse the articles here. Sep 20, 2010 5:12PM EDT

How do they work?

How do I buy mutual funds?

Funds Last Updated

Daily:

N/A

Monthly:

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Dates when prices were last updated

Watchlist

How are your investments performing?

Presenting our latest Watchlist upgrade, featuring stock and fund performance over various time periods Aug 04, 2011 11:08AM EDT | 0

How-to video

Why use the new Watchlist?

Executive editor Scott Adams explains the advantages of Globe Investor’s new tool Jun 09, 2011 5:50PM EDT | 0

Investor Clinic

Keep track of your dividends

John Heinzl shows us how dividend investors can get the most out of Globeinvestor.com’s new Watchlist tool Jan 13, 2011 1:12PM EST | 0

How-To Video

How to customize your Watchlist

Globe Investor’s Pierre Javad shows you how to adapt your Watchlist to suit your preferences Jun 14, 2011 9:48AM EDT | 0

The Globe and Mail

Globe Investor

Funds

Canada's latest news on mutual funds from The Globe and Mail

Funds

AGF banks on expanded pension business in 2012

Latest News

Inside funds

Globe Investor Editors' blog

Globe Investor's BlackBerry app is here

Research a fund

Online broker rankings

Qtrade keeps its lock on No. 1 in Globe’s annual survey

Lipper awards

Special section: The best funds of 2010

Performance

Gainers have the highest percentage change in price, while losers have the largest negative percentage change. To be included as a gainer a fund must have made money. Similarly, losers must have lost money.

By the Numbers

In these tables we crunch market data to highlight a trend for you. They are calculated at the end of every month. To make sure they are actionable ideas we look at funds with assets greater than $100-million.

Investor Education

Understanding mutual funds

How do they work?

How do I buy mutual funds?

Funds Last Updated

Watchlist

How are your investments performing?

How-to video

Why use the new Watchlist?

Investor Clinic

Keep track of your dividends

How-To Video

How to customize your Watchlist

Add to watchlist

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Funds

Latest News

Inside funds

Online broker rankings

Lipper awards

Performance Gainers have the highest percentage change in price, while losers have the largest negative percentage change. To be included as a gainer a fund must have made money. Similarly, losers must have lost money.

By the Numbers In these tables we crunch market data to highlight a trend for you. They are calculated at the end of every month. To make sure they are actionable ideas we look at funds with assets greater than $100-million.

Investor Education

How do they work?

How do I buy mutual funds?

Funds Last Updated

Watchlist

How-to video

Investor Clinic

How-To Video

Add to watchlist

No Security Selected

Performance

Gainers have the highest percentage change in price, while losers have the largest negative percentage change. To be included as a gainer a fund must have made money. Similarly, losers must have lost money.

By the Numbers

In these tables we crunch market data to highlight a trend for you. They are calculated at the end of every month. To make sure they are actionable ideas we look at funds with assets greater than $100-million.