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Tag: mutual funds

Time-weighted vs. Money-weighted rate of return

With the implementation of CRM2, Canadian banks, investments brokers, mutual funds dealers and other financial entities must disclose the method used to calculate the rate of return of a portfolio or investments like an ETF or a mutual fund.

CRM2, investments, mutual funds, personal finances, rate of return

Mutual funds vs. ETFs: basic comparison

Mutual funds remain Canadians’ favourite investment. It is estimated a trillion dollars sits in mutual funds in the country. Although … More

ETFs, Exchange-Traded Funds, Mutual fund or ETF, mutual funds, mutual funds vs ETFs

Understanding fees in mutual funds

There are a lot of discussions on how the Management Expense Ratio –or MER- of a mutual fund directly impacts … More

fees in mutual funds, mutual funds, understanding fees in mutual funds

Mutual funds basics

This investment product is very popular in North America. But what is a mutual fund and how does it work? A … More

mutual fund, mutual funds, mutual funds basics, mutual funds explained, mutual funds in Canada

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