The Top Canadian Funds for Monthly Visits
In September, the most-viewed funds among investors visiting Morningstar.ca were Fidelity Global Innovators Class and RBC Global Precious Metals Fund. Here we highlight these names, other popular funds, Morningstar’s ratings for those funds and their recent performance. These were the most visited open-ended and exchange-traded funds on our Canadian website during the month. The best […]
A Canadian-Focused Stock Fund Crafted for Tranquility…
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Morningstar recently added to its coverage, with Parent, People, and Process ratings of Above Average thanks to its strong risk-reward profile. Unlike their Canadian equity counterparts, funds in the Canadian Focused category must keep at least half their assets in Canada-based firms, but they can leaven them with a healthy dose of non-Canadian picks. The […]
Top Stock Funds of Q3 | Morningstar
It was a strong quarter for major stock markets, with Canadian stocks showing solid gains thanks to good news on inflation prospects and continuing interest rate cuts from the Bank of Canada. To see which stock mutual funds and exchange-traded funds fared the best in the third quarter, we performed two screens in Morningstar […]
Favorable Trends Favor Leading Capital Performers
Capital Group Global Balanced Fund With the stock market rally broadening and an attractive outlook for bond yields, the backdrop appears solid for the C$1.8 billion Capital Group Global Balanced Fund. The top-performing fund targets a portfolio allocation of 60% stocks and 40% bonds. It has a solid weighting among technology stocks, but it’s […]
2 Promising Stock Funds to Keep an Eye On
Morningstar Manager Research analysts cover more than 150 different equity, fixed income, and allocation strategies in Canada, which is only a fraction of the nearly 3,000 ratable options available to Canadian investors. We aim to cover the funds in which Canadians have the most money and interest. There are a lot of additional funds, however, […]
A Canadian Stock Fund Manager Monitoring Closely…
Ryan Grant, comanager of RBC Vision Canadian Equity, is a bottom-up stock-picker who focuses on individual company attributes, but he’s also keeping a sharp eye on the Canadian job market right now. Even as the Bank of Canada lowers interest rates, the economy is still feeling the impact of its big rate hikes. Recently released […]
Mackenzie Bluewater Canadian Growth Continues Strong…
While Mackenzie Bluewater Canadian Growth Fund enters a new phase with the retirement of Dina DeGeer, longtime co-lead David Arpin and DeGeer’s successor Shah Khan ensure the strategy remains in good hands. Longtime manager DeGeer retired in September 2024. DeGeer will be a loss, but her succession was well-planned. Arpin and Khan now lead the […]
The Reasons Behind Elevating the Morningstar Medalist Rating
We’re making a change to the approach we use to assign Morningstar Medalist Ratings to funds starting in late October 2024. While we’ve been encouraged by the Medalist Ratings’ performance thus far, the change is aimed at further improving their predictiveness. That, in turn, should confer even better outcomes to investors who incorporate the Medalist […]