Financials, energy funds top the performance table as markets adjust expectations
Morningstar for Advisors App is a free companion to Morningstar Advisor Workstation that’s now available
Modest gains were the norm in a laid-back August.
The new arrangement will result in a suite of new investment products that will draw on Morningstar’s “extensive, proprietary investment research”
Decision follows a reminder from the OSC last year that firms are not allowed to promote mutual funds using a performance rating or ranking based partly on a subjective component
European equity funds take the biggest hit, while precious metals funds continue their impressive run
Preferred share fixed income category tumbles 10.7%
A Morningstar report reveals that the lower loonie and oil prices had a significant impact on mutual funds last year
Fund indices tracking natural resources categories were the month’s worst performers
EdgePoint Wealth Management named Steward of the Year