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Tag Archives: Performance
In my last post I wrote about comparing your mutual fund returns to a benchmark index. That is a very important piece of information to have when evaluating funds you hold or are considering buying. A second criteria is equally important and, happily, very easy to discover. Performance (or returns) should also be compared with a fund’s category. MORE
“Where’s the beef?” That line originated in a 1980s commercial for Wendy’s. It quickly became the catchphrase for all those seeking quality, value for money and good service. These days, mutual fund investors are asking the same question when they survey investment returns which, despite the strong market performance of early 2012, are often in the low single digits or even negative over three and five years. MORE
Last year, we told you about a proposal by the Canadian Securities Administrators (CSA) that would require dealers and advisers to report more information about the fees you pay and how your investments perform. Now, an amended proposal with new requirements is out for public comment. MORE