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Mutual Funds

Mutual Funds

The best mutual fund companies you’ve never heard of

A handful of independent investment firms offer well-regarded actively managed mutual funds, at a fraction of the cost of...

The best mutual fund companies you’ve never heard of

Mutual Funds

Mutual fund fees and the future of investment advice

Deferred sales charges (DSCs) have been banned in every province and territory, except Ontario. Some argue the fees help...

Mutual fund fees and the future of investment advice

Investing

Why this “behavioural finance” fund may be just what your portfolio needs

By succumbing to biases—like following the herd—both investors and advisors are hampering investment returns.

Why this “behavioural finance” fund may be just what your portfolio needs

Ask MoneySense

A quick guide to how income distributions on ETFs and mutual funds work

If Steve sold his units just before the income distribution date, would he still receive an income payment?

A quick guide to how income distributions on ETFs and mutual funds work

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Ask MoneySense

How non-residents are taxed on dividends and other forms of income

Gregor is worried because his dividend paying mutual funds aren't sending him tax slips

How non-residents are taxed on dividends and other forms of income

Retirement

What to do when banks give questionable financial advice to seniors

Mel can't get a straight answer from his bank about his investment fees and is looking for some input...

What to do when banks give questionable financial advice to seniors

Investing

A Canuck’s guide to successful investing

Why understanding fees—and how they eat into your returns—matters

A Canuck’s guide to successful investing

Investing

Should you put all your retirement savings in a low-fee balanced fund?

Tina wants to lower her fees and also improve her annual returns. Is this the right tactic?

Should you put all your retirement savings in a low-fee balanced fund?

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Index Funds

What’s the “catch” with the new “no-fee” Fidelity index mutual funds?

Kevin is considering buying some for his investment portfolio

What’s the “catch” with the new “no-fee” Fidelity index mutual funds?

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