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Corporate class funds: An enticing way to defer taxes 24 Aug 2013 | 04:34 am

While this type of mutual fund may be considered by longer-term investors, some question the concept of investing with the main goal of deferring a hit from the taxman

What do all those letters mean after mutual fund names? 17 Aug 2013 | 05:27 am

We try to make sense of the alphabet soup of class and series designations

The case for simple, boring balanced funds 3 Aug 2013 | 06:17 am

The mix of stocks and bonds tends to provide investors with a smoother ride and often a little extra in the way of returns along the way, once timing is taken out of the equation

Financial industry needs more transparency on fees 19 Jul 2013 | 04:05 am

With costs unbundled, you can see what you pay for a fund and for financial advice

Manulife fund shines by avoiding big names 16 Jul 2013 | 03:27 am

Fund tries to invest outside of the more liquid positions that attract exchange-traded funds

U.S. banks winners in financial services 9 Jul 2013 | 04:52 am

Bank of Montreal’s Equal Weight U.S. Banks Hedged to CAD Index exchange-traded fund posts best returns of the group

Investors pull $9.6-billion from Pimco Total Return Fund in June 3 Jul 2013 | 02:57 am

The fund’s assets are at their lowest level since June, 2012

Those exotic ‘alt’ funds can be profitable – but caution advised 17 Jun 2013 | 04:00 am

We look at the best performing Alternative Strategies mutual fund investments in the past year

How to put real value into ‘value’ funds 3 Jun 2013 | 04:20 am

Some stocks with low price-to-earnings ratios are cheap for good underlying reasons

How Canadian equity funds compare to ETFs 3 Jun 2013 | 04:00 am

We look at mutual funds and ETFs with a 10-year track record to April 30

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