Funds

Strategy

A trader works on the floor during afternoon trading at the New York Stock Exchange.

Looking in the rear-view mirror may crash your portfolio

Investors who’ve been piling into bonds haven’t learned that past performance doesn’t predict future returns Sep 01, 2010 7:39AM EDT | 0

Latest News

Huddling for safety in balanced funds comes with a price Aug 30, 2010 6:33PM EDT | 0
Value fund stacked with resource stocks Aug 27, 2010 4:57PM EDT | 0
Holland named CI’s executive chairman Aug 25, 2010 6:41PM EDT | 0 CIX-T
Gold plays dominate Caldwell’s top picks Aug 25, 2010 7:07PM EDT | 0
Top hedge fund stock buys Aug 25, 2010 4:09PM EDT | 0
Time to take advantage of gloomy U.S. equity markets Aug 25, 2010 6:28PM EDT | 0
CIBC's Dillingham touts stability of real estate picks Aug 25, 2010 11:47AM EDT | 0
Sentry on lookout for cash flow kings Aug 23, 2010 7:05PM EDT | 0
Manulife puts its stamp on AIC funds Aug 27, 2010 2:35PM EDT | 0 MFC-T
On balance, a decade of contrasts Aug 27, 2010 4:55PM EDT | 0

View more latest news

Calendar

U.S. jobs data, Friday

Get up to speed on the news that matters, before it happens Sep 02, 2010 10:03AM EDT | 0

Inside funds

Fund	% Chg
RBC Premium Money Market	--
TD Canadian Bond	-0.07
RBC Balanced	0.48
TD Premium Money Market	--
RBC Canadian Money Market	--
RBC Canadian Dividend	0.73
CI Harbour Growth & Income	0.53
RBC Monthly Income	0.34
CIBC Monthly Income	0.38
CIBC Money Market	--
As of Fri Sep 3, 2010 03:38 AM

Axis Investment Fund bites the dust

Assets of labour-sponsored investment to be sold to merchant bank Aug 30, 2010 2:11PM EDT | 0

New mutual-fund lookup tool, live now

Efficiently find the funds you're looking for Aug 27, 2010 4:54PM EDT | 0

Lipper Awards

Nailing down good returns in a difficult market

A closer look at how Lipper award winning funds came out on top Jun 09, 2010 6:16AM EDT | 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 categories that are moving

Gainers
Losers

Asset Class	% Chg
Canadian Long Term Fixed Income	5.05
Global Fixed Income	3.15
Canadian Fixed Income	2.75
Canadian Short Term Fixed Income	1.75
High Yield Fixed Income	1.20
Canadian Fixed Income Balanced	0.51
2020 Target Date Portfolio	0.33
Canadian Inflation Protected Fixed Income	0.21
Greater China Equity	0.17
Canadian Money Market	0.07
As of Fri Sep 3, 2010 03:38 AM

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
HBP NYMEX® Crude Oil Bull + ETF	5.93	3.00
HBP S&P/TSX Global Gold Bull + ETF	15.87	2.99
RBC O'Shaughnessy U.S. Growth	7.49	2.51
Manulife Global Focused	10.54	2.15
CIBC U.S. Small Companies	9.07	2.00
AGF Aggressive U.S. Growth	17.32	1.94
Dynamic Power Global Growth Cl	7.45	1.92
HBP 60 Bull + ETF	18.50	1.92
Dynamic Power American Growth	6.45	1.90
TD U.S. Mid-Cap Growth	30.28	1.85
As of Fri Sep 3, 2010 03:25 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.	13.29	17.16
Manulife Global Opportunities Class	11.06	11.43
Beutel Goodman Small Cap	19.33	10.85
Dynamic Energy Income	6.23	9.38
Fidelity Canadian Opportunities-A	19.37	8.43
RBC Canadian Equity Income	20.24	8.16
RBC Global Precious Metals	62.23	8.14
Dynamic Power Global Growth Cl	7.45	8.05
Dynamic Global Infrastructure	9.67	7.84
Mackenzie Ivy Foreign Equity	27.88	7.40
As of Fri Sep 3, 2010 03:29 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
National Bank Corporate Cash Mgmt	1.95	98
National Bank Treasury Management	2.12	98
MD Money	1.88	19
CI Money Market	1.34	5
CIBC U.S. $ Money Market (US$)	1.44	5
Dynamic Global Infrastructure	-1.55	3
AGF Inflation Plus Bond	3.92	3
HBP NYMEX® Natural Gas Bull+ETF	n/a	3
AGF International Stock Class	-14.85	2
Resolute Performance	-14.42	2
As of Fri Sep 3, 2010 03:35 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
Dynamic Small Business	9.45	11.30
SaskWorks Venture Fund Inc.	13.29	10.87
Beutel Goodman Small Cap	19.33	8.91
Mackenzie Univ Am Gwt (Unhgd) Cl	16.00	8.56
Dynamic Energy Income	6.23	8.51
AGF Global Resources Class	26.08	7.84
RBC Global Precious Metals	62.23	7.59
IG Beutel Goodman Cdn. Small-Cap-C	22.56	7.11
Mackenzie Ivy Foreign Equity	27.88	6.99
Dynamic Financial Services Fund	13.09	6.95
As of Fri Sep 3, 2010 03:18 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

How do they work?

How do I buy mutual funds?

Funds Last Updated

Daily:

N/A

Monthly:

N/A

Dates when prices were last updated

The Globe and Mail

Globe Investor

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

Strategy

Looking in the rear-view mirror may crash your portfolio

Latest News

Calendar

U.S. jobs data, Friday

Inside funds

Fund Watch

Axis Investment Fund bites the dust

Research a fund

Globe Investor Editors' blog

New mutual-fund lookup tool, live now

Lipper Awards

Nailing down good returns in a difficult market

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

Strategy

Latest News

Calendar

Inside funds

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

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.