Funds

Laura Sullivan, 22, contributes to a money market fund and a North American growth fund. With her is adviser Jeanette Brox, of the Investors Group in Toronto.

Investors Group to lower fees

Move comes after massive drop in first-quarter net fund sales May 18, 2012 4:57PM EDT | 0

Latest News

Pimco experiment beats flagship fund May 18, 2012 11:44AM EDT | 0
Canadian fund managers lining up for piece of Facebook May 18, 2012 6:45AM EDT | 0
Bullion and precious metal funds: 8 best and worst performers May 11, 2012 8:49PM EDT | 0 GC-FT
Looking to play gold, silver? Try Sprott May 11, 2012 6:48AM EDT | 0 SII-T
Sprott Inc. sees 60% jump in first-quarter profits May 09, 2012 1:15PM EDT | 0
CI loses bond fund manager to Sentry May 10, 2012 11:32AM EDT | 0
CI Financial profits slide 5% May 08, 2012 1:22PM EDT | 0
IGM Financial posts lower first-quarter profits May 04, 2012 10:57AM EDT | 0
Shining stars since the dark days of 2009 May 08, 2012 7:35AM EDT | 0 TPX-N
Your questions: Gold stocks, fund fees and RRSPs May 07, 2012 7:09PM EDT | 0

View more latest news

Inside funds

Fund	% Chg
RBC Premium Money Market	--
TD Canadian Bond	-0.07
RBC Balanced	-0.36
TD Premium Money Market	--
RBC Canadian Money Market	--
RBC Canadian Dividend	-0.55
CI Harbour Growth & Income	-0.65
RBC Monthly Income	-0.28
CIBC Monthly Income	-0.26
CIBC Money Market	--
As of Sat May 19, 2012 06:44 PM

Week 2: DIY mistakes a turn-off for house hunters

Bad reno job a warning sign for Winnipeg couple May 16, 2012 6:13PM EDT | 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

The best funds of 2011

Check out our web page featuring the top funds for one, three, five and ten years, according to Lipper Feb 13, 2012 10:02AM 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
Financial Services Equity	6.02
U.S. Equity	5.26
Real Estate Equity	5.08
Miscellaneous - Sector Equity	4.78
Miscellaneous - Leveraged Funds	4.73
U.S. Small or Mid Cap Equity	4.31
European Equity	4.28
Health Care Equity	4.13
North American Equity	4.10
Global Equity	3.26
As of Sat May 19, 2012 06:32 PM

Asset Class	% Chg
Loading data...

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® Natural Gas Bull+ETF	14.576	11.17
HBP COMEX® Silver Bull + ETF	4.819	4.98
Sprott Silver Bullion Fund-A	7.616	2.71
BMG BullionFund-A	12.107	2.59
BMG Gold BullionFund-A	5.842	2.42
iShares Gold Bullion (CAD-Hedged)	14.222	2.29
Sprott Gold Bullion Fd-A	13.70	1.38
HBP S&P/TSX Global Gold Bull + ETF	7.106	1.37
Mackenzie Univ Gold Bullion Cl A	13.172	1.16
Sprott Canadian Equity	30.77	0.97
As of Sat May 19, 2012 05:45 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
RBC Canadian Equity Income	22.281	15.48
Mackenzie Sentinel Regd Strat Inc-A	9.495	10.97
Fidelity Canadian Large Cap-A	28.97	10.90
imaxx Canadian Fixed Pay	9.534	10.80
RBC O'Shaughnessy U.S. Value	9.443	10.32
Dynamic Equity Income	17.10	10.26
AGF Monthly High Income	10.23	10.02
Montrusco Bolton Equity Income	12.873	9.76
Fidelity Income Allocation-A	13.084	9.08
RBC O'Shaughnessy All-Can Equity	10.401	8.86
As of Sat May 19, 2012 05:49 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	0.75	119
TD Premium Money Market	0.58	23
RBC Premium Money Market	0.61	23
BMO Premium Money Market	0.64	17
National Bank Treasury Management	0.91	10
RBC U.S. Money Market (US$)	0.14	8
MD Money	0.49	8
Manulife Money Fund	0.57	8
RBC Premium $US Money Market (US$)	0.20	6
SEI Canadian Fixed Income-O	8.22	6
As of Sat May 19, 2012 05:53 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	22.281	15.10
United Enhanced Income Pool-W	15.82	11.75
BMO GDN Mthly High Income II	13.03	10.53
Investors Cdn Equity Income Fund A	12.407	10.29
CI Signature High Income	13.61	10.23
Dynamic Strategic Yield	13.58	9.97
Dynamic Equity Income	17.10	9.88
Montrusco Bolton Equity Income	12.873	9.38
Fidelity Dividend Plus-A	13.976	9.35
Lakeview Disp Leadership Hi Inc A	13.01	9.20
As of Sat May 19, 2012 06:26 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:

N/A

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

Investors Group to lower fees

Latest News

Inside funds

Globe Investor Editors' blog

Week 2: DIY mistakes a turn-off for house hunters

Research a fund

Online broker rankings

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

Lipper awards

The best funds of 2011

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

No Security Selected

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.