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As investors cautiously return to the markets, where will their cash go? For some, fees matter. For others, advice counts

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RRSP Report 2010

Twelve funds for your RRSP and TFSA

File #: 8373881
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Rob Carrick sifted through more than 11,000 mutual funds and ETFs to come up with a dozen options worthy of consideration

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Performance

Fund asset categories that are moving

Asset Class % Chg
Canadian Income Trust Equity 9.50
Canadian Small or Mid Cap Equity 8.19
Health Care Equity 8.17
Natural Resources Equity 7.76
Canadian Focused Small/Mid Cap Equity 5.77
Precious Metals Equity 5.35
U.S. Small or Mid Cap Equity 5.16
High Yield Fixed Income 3.83
North American Equity 3.24
Canadian Dividend and Income Equity 3.06

As of Wed Feb 10, 2010 08:19 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
Claymore BRIC ETF 26.91 3.60
Sentry Select Precious Metals Grwth 41.05 3.45
AGF Precious Metal 28.10 3.27
RBC Global Precious Metals 46.54 3.21
Dynamic Precious Metals 7.17 3.17
TD Precious Metals 53.15 3.14
Mackenzie Univ Precious Metals 15.94 3.05
Claymore Global Agriculture ETF 18.50 2.93
Altamira Resource 34.02 2.84
TD Latin American Growth 23.60 2.74

As of Wed Feb 10, 2010 08:54 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.

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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.

Funds Last Updated

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