What is a Mutual Fund Review?

A Mutual Fund Review is exactly that; a thorough review of an individual mutual fund or a portfolio of mutual funds and its position compared to an index or other similar funds.

What is a mutual fund? Is going to be a regular and recurring theme and focal point for us to look at, consider and explain. What is a mutual fund other than a basket of stocks or underlying securities.

And that is where the similarities end. To know and understand all the different types of mutual fund asset classes, sectors and mutual fund categories is a great place to start.

Getting an overview of the Mutual Fund Market at a glance will help you to understand where we are in the economy, economic cycle, stock market evaluation; noting what has transpired in the recent past, it is always a good indicator of what could happen in the near future.

The Mutual Fund Industry is quite robust and has shown great resilience and considerable growth reaching near 2 trillion dollars. So many funds, so many fund companies, so many mutual fund categories, sectors and asset classes to choose from makes it a daunting task to create, manage and maintain a successful portfolio.

Mutual Fund Analysis – mutual fund rating, ranking and screening are all integral parts of performing a mutual fund review on a Mutual Fund Company with its line-up of funds including it’s family of funds. To know some of the details of your entire portfolio arms you with intelligence and insight organize them according to your KYC, investor profile and time horizon.

Our mission is to provide education, information and financial literacy that helps you make, save and preserve more of your wealth more of the time. Good, smart and timely advice combined with taking action and sharing the onus to act upon valuable information determines the investor/advisor relationship and its overall success.

The Mutual Fund Review concept is simple, get the information you need to understand your individual funds and your overall portfolio. Knowledge is power and the more you know the better it is for both you and your advisor.

MFR concept is combined with the monthly Mutual Funds Newsletter and is well timed with the Mutual Fund Podcast. An economic market overview, Mutual Fund Market at a glance with detailed asset class, sector and category fund flows that include winners and losers. This financial map identifies where you are, where you could or should be and emphasizes places and position where you ought not invest.

Mutual Funds Data – included with a monthly mutual fund review and the Canadian Mutual Funds Newsletter regularly announces the podcast, each element of communication will include the highly coveted Top 10 Mutual Funds. Fundata provides us with end of day or end of month details that help us formulate the Top 10 Funds list. Top 10 mutual funds in each sector, category and asset class. Once combined with practical knowledge and fundamental advice the sum will be a commonsense approach and understanding to long-term investing.

Family of Funds

Select a company AGF Arrow EC ATBIS Beutel BlueBay BMG BMO Brandes Canada Life Canoe Energy Capital Group CC-L Chou CI CIBC Compass Counsel Desjardins Dynamic EdgePoint FERIQUE Fidelity Guardian HSBC IA IG Invesco IPC iProfile Leith Wheeler Lysander-Canso Mackenzie Manulife Mawer Middlefield NBI NCM Ninepoint Pembroke Pender PH-N Picton Purpose RBC Renaissance ROMC Russell Scotia SEI Starlight Steadyhand Sun Life TD Templeton VPI

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Mutual Fund Categories

Select a Category 2025 Target Date Portfolio 2030 Target Date Portfolio 2035 Target Date Portfolio 2035+ Target Date Portfolio Alternative Credit Focused Alternative Equity Focused Alternative Market Neutral Alternative Multi-Strategy Alternative Other Alternative Private Debt Alternative Private Equity Asia Pacific Equity Asia Pacific ex-Japan Equity Canadian Corporate Fixed Income Canadian Dividend & Income Equity Canadian Equity Canadian Equity Balanced Canadian Fixed Income Canadian Fixed Income Balanced Canadian Focused Equity Canadian Focused Small/Mid Cap Equity Canadian Inflation Protected Fixed Income Canadian Long Term Fixed Income Canadian Money Market Canadian Neutral Balanced Canadian Short Term Fixed Income Canadian Small/Mid Cap Equity Commodity Emerging Markets Equity Emerging Markets Fixed Income Energy Equity European Equity Financial Services Equity Floating Rate Loan Geographic Equity Global Corporate Fixed Income Global Equity Global Equity Balanced Global Fixed Income Global Fixed Income Balanced Global Infrastructure Equity Global Neutral Balanced Global Small/Mid Cap Equity Greater China Equity High Yield Fixed Income International Equity Miscellaneous - Income and Real Property Miscellaneous - Other Miscellaneous - Undisclosed Holdings Natural Resources Equity North American Equity Passive Inverse/Leveraged Precious Metals Equity Preferred Share Fixed Income Real Estate Equity Retail Venture Capital Sector Equity Short Term Target Date Portfolio Tactical Balanced U.S. Equity U.S. Money Market U.S. Small/Mid Cap Equity

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What we offer:

Mutual Funds Newsletter
Mutual Fund Review and Top 10 Funds
Free Portfolio Review
Mutual Fund Guide
Mutual Fund Book
Mutual Fund App
Mutual Fund Podcast
Mutual Fund Seminar

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