Last updated: May-23-2017

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Latest articles in the Fund Library

By Dave Paterson | Wednesday, May 24, 2017

Over the years, the Sentry Small/Mid Cap Income Fund has been one of the best small/mid cap funds in the category, delivering strong performance with lower-than-average volatility, resulting in superior risk-adjusted returns. The fund has won the Fundata FundGrade A+ Award every since the Award debuted in 2012. How do managers Aubrey Hearn and Michael Simpson achieve such a sterling track record?


By Gordon Pape | Tuesday, May 23, 2017


It’s the toughest decision that investors face – to sell or not to sell? I have written about this subject before, but people keep asking the question: How do you decide when to pull the trigger on a stock? I wish there were an easy formula. Unfortunately, there isn’t. But over the years, I’ve developed six general guidelines that can help make the sell decision.


By Fund Library News Wire | Friday, May 19, 2017

By Mike Keerma

* Political risk spooks markets.
* Franklin Templeton launches target return fund.

* Political risk spooks markets. The major stock indices lost ground marginally on the week, after a steep mid-week dip as traders digested growing political uncertainty in Washington, which has the potential of derailing President Trump’s ambitious tax-cutting agenda. This week’s drama was driven by President Donald Trump’s previous firing of FBI Director James Comey, and the appointment of former FBI Director Robert Mueller as special counsel to lead a federal investigation into whether there was Russian interference in the presidential election. While political risk focused traders’ attention this week, it remains to be seen whether it has any staying power, as steady economic growth and strong first-quarter earnings reports provided something of a reality check against the clouds of political hot air emanating from the U.S. capital. The Canadian benchmark S&P/TSX Composite Index rose 1.2% in Friday’s session as the price of crude oil rallied to close Friday at US$50.41, up 5.2% on the week. But it wasn’t enough to prevent the index from slipping -0.5% on the week. The U.S. blue-chip S&P 500 Composite Index rallied nearly 1% in Friday’s trading, but edged down -0.4% on the week overall. The tech-weighted Nasdaq Composite Index posted a weekly loss of -0.6%.


By Robyn K. Thompson | Friday, May 19, 2017

Q – What are “annuities” and how do they work? – E.O.

A – When you purchase an annuity, you essentially buy a contract under which the issuing company (usually an insurance company) invests the lump sum you provide and guarantees a regular payout with interest over the life of the annuity contract. Typically, monthly annuity payouts are quoted per $100,000 of the contracted amount. Very simply, an annuity provides a guaranteed income stream for life. Annuities are sometimes used as an RRSP maturity option; however, annuities have been less popular for this purpose in recent years, owing to the historically low level of interest rates.


By Brian Bridger | Thursday, May 18, 2017


Back in January, Fundata Canada announced the winners of the FundGrade A+™ Awards for 2016. Over 230 outstanding mutual funds and ETFs were honoured at the event, and just over 100 of these were first-time winners of the award. Now that we are one third of the way through 2017, I thought it would be interesting to look at funds that are potential first-time winners of the award this year.


More recent articles

By Dave Paterson | Wednesday, May 17, 2017
By Knowledge Bureau | Tuesday, May 16, 2017
By Margaret O'Sullivan | Monday, May 15, 2017
By Fund Library News Wire | Friday, May 12, 2017
By Robyn K. Thompson | Friday, May 12, 2017
By Bruce Loeppky  | Thursday, May 11, 2017
By Dave Paterson | Wednesday, May 10, 2017
By Olev Edur | Tuesday, May 09, 2017
By Gordon Pape | Monday, May 08, 2017
By Fund Library News Wire | Friday, May 05, 2017
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