Last updated: Jan-19-2018

    
 
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Latest articles in the Fund Library


By Brian Bridger | Monday, January 22, 2018

A SPECIAL REPORT FROM



The CSA guidelines for calculating investment risk ratings became mandatory for new filings as of Sept. 1 last year. However, many fund companies had already begun voluntarily using the new methodology since the rules were finalized at the end of 2016. So while not all funds have adopted the new methodology, we have a fairly large sample size to look at, and as I predicted in previous articles, the results are not surprising. The risk-rating changes started coming thick and fast, and will continue through 2018. Here’s why investors should take note.


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By Fund Library News Wire | Friday, January 19, 2018

By Mike Keerma

The big North American stock indices racked up gains on the week again, despite an interest rate hike by the Bank of Canada and uncertainty over a U.S. federal government funding bill stalled in the Senate going into the weekend. Bullish sentiment remained strong in the U.S. markets, as 79% of companies reporting quarterly earnings exceeded street estimates. Even a 14.5% weekly plunge in beleaguered Dow Jones Industrial bellwether General Electric Co. (NYSE: GE) wasn’t enough to derail the market momentum train. The buoyant financial and industrial sectors led Toronto’s benchmark S&P/TSX Composite Index to a 0.3% weekly gain, even as weekly losses in both crude oil and gold dampened performance. The big U.S. blue-chip S&P 500 Composite Index closed the week with an advance of 0.9%, while the tech-weighted Nasdaq Composite Index gained 1.0%, as both gauges ended the week at new record high closes.


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By Knowledge Bureau | Thursday, January 18, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Did you know that starting in the 2017 tax year, the federal government has introduced a new Canada Caregiver Credit (CCC)? It replaces the Family Caregiver Tax Credit, the Caregiver Tax Credit, and the Credit for Infirm Dependants. But, it’s complicated! Here, in our first tax tip of the new 2018 tax filing season, we offer you a few details.


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By Dave Paterson | Wednesday, January 17, 2018



TD U.S. Blue Chip Equity Fund is one of the “growthiest” U.S. equity funds around. It has also been one of the strongest performers in 2017, posting an impressive 25.5% return for the year. In comparison, the S&P 500 Total Return Index (C$) rose by 13.8%. That kind of performance garnered it the FundGrade A+® Award in 2012, 2013, and 2015.


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By Olev Edur | Tuesday, January 16, 2018



Lance James, Managing Director and Senior Portfolio Manager at RBC Global Asset Management (U.S.), believes the RBC U.S. Small-Cap Value Equity Fund is well positioned to benefit from the changing U.S. investment environment resulting from reduced corporate taxes, ongoing deregulation, and rising interest rates.


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More recent articles

By Fund Library News Wire | Monday, January 15, 2018
By Fund Library News Wire | Friday, January 12, 2018
By Robyn K. Thompson | Friday, January 12, 2018
By Fund Library News Wire | Thursday, January 11, 2018
By Dave Paterson | Wednesday, January 10, 2018
By Tyler Mordy | Tuesday, January 09, 2018
By Gordon Pape | Monday, January 08, 2018
By Fund Library News Wire | Friday, January 05, 2018
By Robyn K. Thompson | Friday, January 05, 2018
By Knowledge Bureau | Thursday, January 04, 2018
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