Sentences with phrase «individual mutual funds»

The two figures are only the indices and strong individual mutual funds or stocks would have performed better than this market average.

In much the same way individual mutual funds are tracked against a benchmark, you can benchmark your overall investments.

Whether you're a savings - oriented investor, a growth - oriented investor, or somewhere in between, we offer a comprehensive selection of individual mutual funds with a full range of savings, income, and growth funds, as well as one of Canada's largest family of index funds.

Except for mutual funds in the over $ 1 billion asset size class, it does not seem usual practice for individual mutual funds to accumulate greater than 5 % positions in the equities of individual issuers.

In their August 2006 paper entitled «Mutual Fund Flows and Investor Returns: An Empirical Examination of Fund Investor Timing Ability», Geoffrey Friesen and Travis Sapp examine the flows of funds to / from individual mutual funds to measure the timing ability of fund investors.

MERs on individual mutual funds vary widely, and higher fees do not generally mean better performance.

As an alternative, some banks offer mutual fund «wraps» (also known as «funds of funds»), which combine individual mutual funds into a portfolio that gets periodically rebalanced so it keeps a consistent asset mix.

There are 10 major Mutual Fund Asset Classes in Canada and 53 individual Mutual Fund Categories to invest in with close to 85 mutual fund companies and money management firms serving up to 2000 independent funds to the investment marketplace.

Investment management fees that are typically lower than the management expense ratio fees charged by individual mutual funds and banks

The authors also undertake a multivariate analysis of individual mutual funds to better assess the potential determinants of the return gap.

Typically, people need to invest about $ 500,000 to access an investment council — some of the bigger name firms include Gluskin Sheff and Leon Frazer & Associates — but fees are lower, about 1 % to 1.5 % of total assets, instead of a 2.5 % fee on an individual mutual fund, says Mackenzie.

The prospectuses for the individual mutual funds and each available investment option in the group annuity contain this and other important information.

Acorn investments will grow just as if the funds were placed in an individual mutual fund with an investment bank.

Further, all transactions will be governed by the rules of the individual Mutual Fund / AMC as stated in their Scheme Information Documents and therefore submission of a transaction and time stamping at MFUI portal should not be deemed to be guarantee of acceptance and processing of transaction by the Mutual Fund / AMC.

A GIC had come up for renewal last week and the interest rate that was offered was paying only.75 % versus the 4 % we received so my wife and I decided we would transfer just our principal amount from the GIC that had matured and move it over to the individual mutual fund account.

I won't tell you what I said to them (it was all Q&A and I rambled) but what I should have said about how to learn (in this case about the prospect of an individual mutual fund) from talking with others.

The portfolios offer simplicity as they are re-balanced out of the hands of clients and you can receive a single quarterly and annual report to read through versus multiple reports for each individual mutual fund you might otherwise own.

When you do it yourself, you initially contact each individual mutual fund family.