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Opinions expressed in articles published on this site are solely those of the contributing authors and do not necessarily represent the views or opinions of The Fund Library, its staff or affiliates.
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By Dave Paterson | Wednesday, March 06, 2013
Fund company: PH&N Investment Management
Fund type: Canadian Neutral Balanced
Current FundGrade® Rating: D
Style: Equity - Large-cap blend
Risk level: Medium
Load status: No load/Optional
RRSP/RRIF suitability: Fair
TFSA suitability: Fair
Manager: PH&N Management Team since September 2009
MER: 1.08%
Code: PHN 640 (no load); PHN 6640 (front end)
Minimum investment: $5,000
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By Dave Paterson | Wednesday, February 20, 2013
Fund company: Mackenzie Financial Corporation
Fund type: European Equity
Rating: Paterson $$$; Fundata FundGrade® “B”
Style: Growth at a Reasonable Price
Risk level: Medium
Load status: Optional
RRSP/RRIF suitability: Fair
TFSA suitability: Fair
Managers: Paul Musson since November 2002; Matt Moody since May 2008
MER: 2.63%
Code: MFC 1565 (front end); MFC 1808 (deferred sales charge)
Minimum investment: $500
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By Dave Paterson | Wednesday, February 13, 2013
Fund company: Manulife Mutual Funds
Fund type: Miscellaneous – Income & Real Property
Rating: Paterson $$
Style: Interest Rate Anticipation
Risk level: Low-Medium
Load status: Optional
RRSP/RRIF suitability: Fair
TFSA suitability: Fair
Manager: Dennis McCafferty (August 2010); Joseph Rizzo (December 2011)
MER: 1.73%
Code: MMF 4573 (Front end; MMF 4473 (DSC)
Minimum investment: $500
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By Dave Paterson | Thursday, January 24, 2013
Fund company: Dynamic Funds
Fund type: Canadian Focused Equity
Rating: Paterson $$$
Style: Blend
Risk level: Medium
Load status: Optional
RRSP/RRIF suitability: Fair
TFSA suitability: Fair
Manager: Cecila Mo since October 2011
MER: 1.57%
Code: DYN 054 – Front-end; DYN 056 – DSC
Minimum investment: $500
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By Dave Paterson | Wednesday, January 09, 2013
Fund company: Fidelity Investments Canada
Fund type: U.S. Small/Mid Cap Equity
Rating: Paterson $$$$; Fundata FundGrade® "A"
Style: Small Cap Growth
Risk level: Medium high
Fundata Prospectus Risk Index™ benchmark: Medium to High
Load status: Optional
RRSP/RRIF suitability: Good
TFSA suitability: Good
Manager: Steve MacMillan since May 2011
MER: 2.33% (front-end), 2.54% (DSC)
Code: FID 261 (front-end load); FID 561 (DSC)
Minimum investment: $500See the Fund Library FundCard™ for more details.
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