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Funds

May make a strategic acquisition of a foreign institutional money manager to offset mutual fund redemptions

Research a fund

 
Online broker rankings

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

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

Performance

Fund categories that are moving

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

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

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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

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.

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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.

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.

Funds Last Updated

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Watchlist

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Presenting our latest Watchlist upgrade, featuring stock and fund performance over various time periods

How-to video

Why use the new Watchlist?

Executive editor Scott Adams explains the advantages of Globe Investor’s new tool

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

How-To Video

How to customize your Watchlist

Globe Investor’s Pierre Javad shows you how to adapt your Watchlist to suit your preferences