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Number Cruncher

Stone leads Canadian dividend funds

Fund was the only one to beat the S&P/TSX Total Return Index average annual return Mar 05, 2010 3:27PM EST |

How Canadian dividend & income funds are faring over five years
Name 5-yr
% rtn
Feb. 28 		YTD
% rtn
Feb. 28
Stone & Co. Div Growth Cls Can A 6.9 -1.2
TD Dividend Growth 5.5 -0.8
RBC Canadian Dividend 5.4 -0.2
Source: Globe Investor

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Award winning funds

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 |

Performance
 

Fund asset categories that are moving

Asset Class % Chg
Canadian Income Trust Equity 9.31
Canadian Small or Mid Cap Equity 7.21
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 Wed Mar 10, 2010 09:19 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

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.

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By the Numbers
 

Most bang for the buck

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.

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Longest serving in the top quartile

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.

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Class-leading returns and low volatility

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.

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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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