Mutual Funds

February's figures almost doulbe from a year ago as investors make conservative choices such as balanced, bond funds

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Performance

Fund categories that are moving

Asset Class % Chg
Canadian Income Trust Equity 9.31
Canadian Small or Mid Cap Equity 7.15
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 2.91
Canadian Dividend and Income Equity 2.86

As of Sat Mar 20, 2010 12:27 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.

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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.

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Dates when prices were last updated