The mutual fund portfolio is a pool of investments created from the fund manager’s investment decisions, which are held in trust on behalf of the individual investors
Gain a better understanding of the costs involved with mutual fund investing so that you can make well-informed decisions and get the value you want out of your investment.
Mutual funds provide important benefits. And like all things that offer value, there’s a cost associated with those benefits
Many investors are familiar with the Management Expense Ratio, or MER, which is one of the costs associated with owning a mutual fund. Separate from the MER, however, is a lesser-known cost – the TER
A mutual fund or exchange traded fund (ETF) aims to earn returns for investors by buying and selling stocks or other investments. But a fund manager can also earn modest amounts of income to increase overall fund/ETF returns with a strategy called securities lending.
The two primary methods for calculating the rate of return on an investment: time-weighted rate of return and money-weighted rate of return
Discover why mutual funds make distributions and what they mean for you with our video series.
Common questions about mutual funds for tax season answered
Series T units offer investors an easy way to transition from investing for long-term growth to drawing regular, tax-efficient cash flow