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Mutual Fund Information The Mutual Fund Report | | Starting assets (August 31, 2009) + net sales +/- estimated market effect = Ending assets (September 30, 2009) | $567.6 billion -$0.7 billion $15.8 billion or 2.8% $582.7billion (2.7% increase) | Mutual Fund Statistics | | | Top 3 Categories | Bottom 3 Categories | | Asset Growth ($) | Canadian Neutral Balanced: $1.787 billion Global Neutral Balanced: $1.771 billion Canadian Focused Equity: $1.721 billion | Canadian Money Market: -$2.457 billion U.S. Money Market: -$277 million 2010 Target Date Portfolios: -$31 million | Asset Growth (as a % of starting assets)
| Emerging Market Equity: 24.1% Greater China Equity: 10.9% Precious Metals Equity: 10.9% | 2010 Target Date Portfolios: -8.6% Japanese Equity: -6.7% U.S. Money Market: -5.7% | | Net Sales ($) | Cdn. Short Term Fixed Income: $705 million Canadian Fixed Income: $677 million Global Neutral Balanced: $476 million | Canadian Money Market: -$2.500 billion Global Equity: -$429 million Canadian Focused Equity: -$275 million | Net Sales (as a % of starting assets) | Cdn. Short Term Fixed Income: 6.2% Global Fixed Income: 3.8% Global Fixed Income Balanced: 3.1% | 2010 Target Date Portfolios: -9.9% Canadian Money Market: -4.3% U.S. Money Market: -3.8% | Performance (Preliminary returns for Fund Indices) | Precious Metals Equity: 11.1% Natural Resources Equity: 9.8% Cdn. Small/Mid Cap Equity: 7.9% | Japanese Equity: -5.3% U.S. Money Market: 0.0% Canadian Money Market: 0.0% | The complete monthly Mutual Fund Report and Fund Flows Chart is available through the new monthly Money Magazine and Newsletter. News, ratings, rankings and recommendations. Mutualfund.ca is proud to be the main sponsor for the 2008 Mutual Fund Contest, open to advisors and the general public. Mutualfund.ca will put up $10,000.00 in prizes for the investment challenge. Screening of the Top 10 Mutual Funds in over 50 Categories is a must have for every professional investment advisor or savvy investment client. Fund Manager Review is an exclusive monthly interview with top the Top 10 rated Fund Managers; featured only in MONEY magazine at newsstands. Mutual Fund Report is also available on MONEY.CA as an e-zine and monthly newsletter for bloggers and news gatherers by way of RSS and email alerts. MONEY. You have it, want it, or need it. Now, read all about it! |
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