Mutual funds trading news - The Globe and Mail

What's an MER?

And why should you care? John Heinzl explains in our Investor Clinic video series Mar 11, 2010 7:32PM EST | 0

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Stone leads Canadian dividend funds Mar 05, 2010 3:27PM EST | 0
Is the index getting easier to beat? Mar 03, 2010 6:47PM EST | 0
Investors jump back into funds Mar 03, 2010 12:30PM EST | 0 TSX-I
Gold puts a shine on precious metals funds Mar 02, 2010 3:45PM EST | 0
A rough ride for resource, emerging market ETFs Mar 01, 2010 8:46PM EST | 0
Top mutual fund picks for RRSPs Mar 03, 2010 3:09AM EST | 0
How to achieve buy-and-hold harmony Mar 06, 2010 3:29AM EST | 0
Tye Bousada's recipe for success Feb 26, 2010 6:16PM EST | 0
Only the truly active fund managers lead the pack Feb 26, 2010 3:28AM EST | 0
Funds look to stronger RRSP season Feb 26, 2010 3:28AM EST | 0

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U.S. issues jobs report, Friday

Get up to speed on the news that matters, before it happens Mar 04, 2010 1:06PM EST | 0

Inside funds

Money market funds are losers: investors rights group

FAIR seeks improved disclosure on returns and fees Mar 11, 2010 5:49PM EST | 0

Fund	% Chg
RBC Premium Money Market	--
Investors Dividend-A	0.15
TD Canadian Bond	0.15
RBC Balanced	0.16
TD Premium Money Market	--
RBC Canadian Money Market	--
RBC Canadian Dividend	0.34
CI Harbour Growth & Income	0.17
RBC Monthly Income	0.20
CIBC Monthly Income	0.18
As of Fri Mar 12, 2010 02:46 AM

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What's an MER?
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Nailing down good returns in a difficult market

A closer look at how Lipper award winning funds came out on top Mar 01, 2010 7:21PM EST | 0

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 asset categories that are moving

Gainers
Losers

Asset Class	% Chg
Canadian Income Trust Equity	9.31
Canadian Small or Mid Cap Equity	7.19
Natural Resources Equity	7.10
U.S. Small or Mid Cap Equity	6.47
Canadian Focused Small/Mid Cap Equity	5.18
Health Care Equity	3.47
Japanese Equity	3.40
North American Equity	3.01
High Yield Fixed Income	2.93
Canadian Dividend and Income Equity	2.86
As of Fri Mar 12, 2010 02:28 AM

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

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Mutual funds that are moving

Gainers
Losers

Fund	Latest	% Chg
HBP S&P/TSX Global Gold Bull + ETF	11.23	2.10
CIBC Asia Pacific	9.14	1.40
Renaissance Global Health Care	16.21	1.27
Sprott Energy	16.50	1.19
CIBC U.S. Small Companies	9.48	1.11
CIBC Disciplined U.S. Equity	7.95	1.07
SEI U.S. Small Co. Equity-O	4.06	1.06
Investors Japanese Equity-A	5.91	1.04
SEI U.S. Large Co. Equity-O	5.48	1.02
PH&N U.S. Equity-D	27.98	1.00
As of Fri Mar 12, 2010 01:48 AM

Fund	Latest	% Chg
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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
SaskWorks Venture Fund Inc.	12.90	15.14
IG Mackenzie Ivy European-A	9.83	9.84
Dynamic Energy Income	6.50	8.60
National Bank Small Capitalization	42.53	8.59
Fidelity Canadian Opportunities-A	19.11	8.43
Beutel Goodman Small Cap	18.67	8.39
Dynamic American Value	13.52	8.38
RBC Global Precious Metals	49.00	7.80
Golden Opportunities Fund Inc.	13.61	7.44
Dynamic Power Global Growth Cl	6.50	7.23
As of Fri Mar 12, 2010 02:46 AM

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
RBC Premium Money Market	2.71	100
National Bank Corporate Cash Mgmt	2.45	93
National Bank Treasury Management	2.62	93
SEI Money Market-O	2.82	35
BMO Premium Money Market	2.57	14
CIBC Money Market	1.95	5
PH&N Canadian Money Market-D	2.47	5
RBC O'Shaughnessy Canadian Equity	-5.07	4
BMO U.S. Dollar Monthly Inc (US$)	-4.95	4
Dynamic Global Discovery	-2.93	4
As of Fri Mar 12, 2010 02:46 AM

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
Mackenzie Univ Am Gwt (Unhgd) Cl	16.76	12.20
Dynamic Small Business	9.22	12.06
SaskWorks Venture Fund Inc.	12.90	8.96
IG Mackenzie Ivy European-A	9.83	8.41
AGF Global Resources Class	25.36	7.94
Dynamic FocusPlus Wealth Management	13.84	7.92
Dynamic Energy Income	6.50	7.86
RBC Global Precious Metals	49.00	7.57
Dynamic Global Dividend Value	10.16	7.27
Dynamic Global Real Estate	19.80	7.08
As of Fri Mar 12, 2010 02:40 AM

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. Apr 07, 2009 8:46PM EDT

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Award winning funds

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

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.