Last updated: Feb-22-2017

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Recently added:Tyler Mordy: “Yellen, It’s Cold Outside (I Really Can’t Stay On Zero)”
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Latest articles in the Fund Library

By Brian Bridger | Thursday, February 23, 2017


The new CSA methodology for calculating risk ratings for mutual funds and exchange-traded funds (ETFs) had the objective of standardizing risk rating across the industry. I showed in a previous article, by reproducing the calculation on funds with 10 years of history, that 28% of funds have a projected risk rating that is different than their current risk rating. While that result was somewhat expected, the bigger surprise was that there are more funds that could potentially lower their risk rating based on the new methodology than funds that will be forced to raise it.


By Dave Paterson | Wednesday, February 22, 2017

Leith Wheeler is one of those companies you don’t hear a lot about. Since 1982, this employee owned shop has quietly gone about its business of managing money for a wide range of Canadian retail, private client, and institutional investors. And one of its top performers is the Leith Wheeler Canadian Dividend Fund.


By Tyler Mordy | Tuesday, February 21, 2017

Arriving at Benito Juárez international airport is often a painful experience due to long queues at immigration. This time, however, we whisked through the electronic passport scan and were immediately greeted in arrivals by a cheerful local group wearing hats bearing the ironic slogan “Make Mexico Great Again.”


By Fund Library News Wire | Monday, February 20, 2017


This backgrounder has been prepared to provide accurate information about two new personalized annual reports that investors are beginning to receive this month under CRM2 – new reporting requirements set in place by the Canadian Securities Administrators that are summarized at the end of this article. The primary purpose of the backgrounder is to address frequent factual errors observed in media coverage about the content of the new reports.


By Fund Library News Wire | Friday, February 17, 2017

By Mike Keerma

Against a backdrop of climbing inflation and more hawkish signals from the Federal Reserve Board, U.S. stock markets closed at record highs on Friday, extending a streak of record high closes through February. The S&P 500 Composite Index advanced 1.5% on the week, and is now ahead 5.0% year to date, while the Nasdaq Composite Index advanced 1.8% on the week for an 8.5% gain year to date. In Canada, declining copper, gold, and crude oil prices weighed on Toronto’s benchmark S&P/TSX Composite Index on Friday, but the index still gained 0.7% on the week, and is now ahead 3.6% year to date.


More recent articles

By Robyn K. Thompson | Friday, February 17, 2017
By Fund Library News Wire | Thursday, February 16, 2017
By Dave Paterson | Wednesday, February 15, 2017
By Fund Library News Wire | Tuesday, February 14, 2017
By Gordon Pape | Monday, February 13, 2017
By Gordon Pape | Friday, February 10, 2017
By Fund Library News Wire | Friday, February 10, 2017
By Fund Library News Wire | Thursday, February 09, 2017
By Dave Paterson | Wednesday, February 08, 2017
By Knowledge Bureau | Tuesday, February 07, 2017
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