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Top-tier businesses in a bargain bundle

Fabrice Taylor, CFA, publishes the President's Club investment letter, for which he and The Globe and Mail have a distribution agreement. taylor.fabrice@gmail.com***********If you didn't invest in CBOE Holdings a year ago, I'm going to guess that you wish you had, because you'd be up almost 40 per cent. The same holds for Bank of America (up 35 per cent), Manulife (43 per cent) and dozens of other beaten up financial firms. Wednesday, April 16, 2014

How Manulife funds stack up against the benchmark

Imagine professional golf players, at their discretion, dictating which of their shots would go on record for tournament scores and which would be swept under the rug. If regulations allowed such practices, a mediocre player with a large broom might triumph at the U.S. Open. Thursday, April 03, 2014

Small-cap funds, big-picture themes

jnelson@globeandmail.comWhat are we looking for? Where funds that focus on smaller companies found opportunity in the past year.Today's search We screened three fund categories focused on smaller companies for the top 15 performers. This included the Canadian and Canadian-focused small- to mid-cap categories, as well at the U.S. small- to mid-cap category. We looked at the one year ended Feb. 28. U.S.-dollar, segregated, pooled, duplicate funds were excluded, as were those with minimum investments of more than $25,000. Tuesday, April 01, 2014

Regulators propose timelier delivery of mutual fund facts

Investment advisers would be required to give their customers a basic fact sheet about mutual funds before they buy them - rather than offering a prospectus after a purchase is completed - under a proposed new rule released Wednesday by Canada's securities regulators. Thursday, March 27, 2014

Success is predicted by low fees, not historical returns

Every day, thousands of Canadians settle into chairs in front of financial advisers. Most people don't have an interest in the stock market. They know they should be investing in RRSPs, but they don't have the time or inclination to bother with individual stocks or ETFs. Instead, they trust an adviser to select investments for them. In most cases, they end up with a portfolio of mutual funds. Wednesday, March 12, 2014

Looking for yield around the globe

jnelson@globeandmail.comWhat are we looking for? The world's debt market has climbed to about $100-trillion (U.S.) in size. We look for the global bond funds that turned out the best returns in the past three years. Tuesday, March 11, 2014

Fund manager veers away from bank stocks

jnelson@globeandmail.comWhat are we looking for? How Canadian dividend and income equity funds performed in the past year.The screen We looked for the top 15 performers in the category for one year to Jan. 31. U.S. dollar, segregated and duplicate versions of funds were excluded. We also left out funds with minimum investments of more than $25,000 and those catering to professional groups. Tuesday, March 04, 2014

Playing it too safe

Sober investors will notice that the stock market is looking a little red-cheeked and flushed these days as it lurches around its record highs, ogling a hot IPO one moment, leering at a saucy little social media play the next. Twitter? Facebook? Hilton? The market wants to plant a sloppy kiss on every one of them. Friday, February 28, 2014

Buying into bling

Affluent individuals around the world bucked the depressed market norms of the last few years and managed to keep the luxury goods market bustling by investing in alternatives such as art, wine and supercars. Thursday, February 27, 2014

A hedge-fund legend warns of a decade of risk for Canada

berman@globeandmail.com One of the world's biggest and most respected hedge funds predicts that Canada's economy has a tough decade ahead of it.Ray Dalio's Bridgewater Associates says the country's economy is just beginning a tough period of rebalancing. Thursday, February 27, 2014

Top Mutual Funds

  • 1 Day
  • 7 Days
  • 30 Days
  • 1 Year
  • 5 Year
Fund Name Price $ Chg %
BMO Cdn RealEstate Callable Series2 185.99  23.99
HBP S&P 500 VIX ST Futures Bull Pl 18.97  9.67
TD Global Equity Portfolio-A 9.74  6.11
Webb Enhanced Growth 3.88  5.99
HBP S&P/TSX CpEneBear+ETF 14.39  5.03
Fund Name Price $ Chg %
HBP S&P 500 Inverse ETF 39.02  849.43
HBP S&P 500 VIX Short Term Future 23.05  594.00
Horizons AlphaPro Enhanced Inc Gold 29.04  482.06
HBP S&P/TSX Global Gold Bull + ETF 44.02  450.03
First Asset Can-Mats CovCall 16.20  283.70
Fund Name Price $ Chg %
HBP S&P 500 Inverse ETF 39.02  38.02
HBP S&P/TSX CpEneBear+ETF 14.39  36.66
TD Health Sciences Investor Series 55.17  25.25
Fidelity Small Cap Am Srs A 60.01  21.74
First Asset Core Cdn Eq Inc ETF 19.63  21.63

Top 5-Star Mutual Funds

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Fund Name Price $ Chg %
Dynamic Precious Metals-Sr A 6.86  21.85
Resolute Performance 11.64  18.97
Horizons AlphaPro Enhanced Inc Gold 29.04  16.37
First Asset Can-Mats CovCall 16.20  15.88
DMP Resource Class-Sr A 9.12  15.30
Fund Name Price $ Chg %
HBP S&P 500 VIX Short Term Future 23.05  594.00
Horizons AlphaPro Enhanced Inc Gold 29.04  482.06
First Asset Can-Mats CovCall 16.20  283.70
Horizons Enhanced Inc Engy ETF 13.53  260.26
First Asset Can-Enrgy CovCall 11.17  201.86
Fund Name Price $ Chg %
Fidelity Small Cap Am Srs A 60.01  21.74
First Asset Core Cdn Eq Inc ETF 19.63  21.63
CIBC Nasdaq Index Class A 9.62  20.60
Mawer Global Small Cap Srs A 12.83  20.16
JF U.S. Equity 12.38  18.78

Top Income Funds

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  • 1 Year
  • 5 Year
Fund Name Price $ Chg %
BMO Mid US IG Corp Bond Id ETF 18.38  1.77
BMO Tactical Global Bond ETF 9.78  1.66
TD Global Bond-I 9.93  1.64
TD Global Bond Srs D 10.13  1.60
CIBC Global Bond Index 10.56  1.59
Fund Name Price $ Chg %
FrontierAlt Opportunistic Bond A 7.61  3.63
TD Global Bond Srs D 10.13  3.05
TD Global Bond-I 9.93  3.01
CIBC Global Bond Index 10.56  2.81
Investors Global Bond 6.05  2.79
Fund Name Price $ Chg %
RBC Emerging Markets Bd Sr A 11.45  10.48
PIMCO Monthly Income A 14.08  9.80
SEI Long Duration Bond Class O 11.65  9.14
Fidelity American High Yield-A 8.64  9.00
SEI US High Yield Bond P 13.04  8.70

Top Growth Funds

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  • 30 Days
  • 1 Year
  • 5 Year
Fund Name Price $ Chg %
First Asset Core Cdn Eq Inc ETF 19.63  163.05
Resolute Performance 11.64  23.66
Caldwell Canadian Val Momentum Sr F 14.37  10.77
Caldwell Canadian Val Momentum Sr O 12.29  8.44
Fidelity Conc Value PP F 16.48  4.84