Top 10 Funds in every Asset Class and Category.
Finding the best or top funds in each asset class and or in each fund category has become the corner stone of advisor-client meetings. Once you see the Mutual Fund Flow Chart it makes more sense when understanding, studying and analyzing the flow of money within the mutual fund market. Asset Class - Mutual Fund Category - Mutual Fund Sector – Mutual Fund Asset Classes and Mutual Fund Definition are clearly and purposefully assembled and lead to a natural conclusion of having greater, knowledge and control; perhaps enough to influence better results than an index or any average investor. Charting a course is smart having the leverage tools to change direction is important. The mutual funds category chart empowers the advisor and client to take more calculated risks to make save and preserve more money.
|Asset Class||Mutual Fund Category|
|Money Market||Canadian Money Market|
|Canadian Synthetic Money Market|
|U.S. Synthetic Money Market|
|U.S. Money Market|
|Domestic Fixed Income||Canadian Fixed Income|
|Canadian Inflation Protected Fixed Income|
|Canadian Long Term Fixed Income|
|Canadian Short Term Fixed Income|
|Global & High Yield Fixed Income||Global Fixed Income|
|High Yield Fixed Income|
|Domestic Balanced||Canadian Equity Balanced|
|Canadian Fixed Income Balanced|
|Canadian Neutral Balanced|
|Global Balanced||2015 Target Date Portfolio|
|2020 Target Date Portfolio|
|2025 Target Date Portfolio|
|2025+ Target Date Portfolio|
|2020+ Target Date Portfolio|
|Global Equity Balanced|
|Global Fixed Income Balanced|
|Global Neutral Balanced|
|Domestic Equity||Canadian Dividend & Income Equity|
|Canadian Focused Equity|
|Canadian Focused Small/Mid Cap Equity|
|Canadian Small/Mid Cap Equity|
|Global & International Equity||Asia Pacific Equity|
|Asia Pacific ex-Japan Equity|
|Emerging Markets Equity|
|Global Small/Mid Cap Equity|
|Greater China Equity|
|Sector Equity||Financial Services Equity|
|Health Care Equity|
|Natural Resources Equity|
|Precious Metals Equity|
|Real Estate Equity|
|Science & Technology Equity|
|U.S. Equity||North American Equity|
|U.S. Small/Mid Cap Equity|
|Miscellaneous - Geographic Equity|
|Miscellaneous - Commodity|
|Miscellaneous - Income & Real Property|
|Miscellaneous – Leveraged|
|Miscellaneous - Other|
|Miscellaneous - Sector Equity|
|Miscellaneous - Undisclosed Holdings|
Mutual Fund Category: mutual funds have been around in Canada since the early 60's and became very popular in the 80's soaring to a Mutual Fund Market high of 700 billion dollars in value. The Canadian capital markets are robust including the 85 mutual fund companies, investment fund firms and money management companies serving up over 4000 funds. The CIFSC.org a a committee in the fund industry legislated to create, manage and maintain the fund categories and definitions. Today there are 10 Asset Classes for mutual funds and 53 Mutual Fund Categories and some sub-catagories to choose from and invest in.
Finding the best or top funds in each asset class and or in each fund category has become the corner stone of advisor/client meetings. Once you see the Mutual Fund Flow Chart it makes more sense when understanding, studying and anaylzing the flow of money within the mutual fund market. Asset Class - Mutual Fund Category - Mutual Fund Sector - and Mutual Fund Definition are clearly and purposefully assembled and lead to a natural conclusion of having greater, knowledge and control; perhaps enough to influence better results than an index or any average investor. Charting a course is smart having the leverage tools to change direction is important. The mutual funds category chart empowers the advisor and client to take more calculated risks to save, make and preserve more of their money.
Mutual Fund Category – What is a Mutual Fund Category and how are Fund Categories classified exactly? That is the questions that many investors, advisors and professional money managers have considered and contemplated yet has left a greater percentage even more confused and with limited or no success.
Only recently the traditional mutual fund definitions have changed and have been re-defined and further organized to be made more systematic with more important linked data, information and insight.
The Mutual Fund Market in Canada is worth near 700 billion dollars in Canadian hard earned investment dollars up for grabs. Generally funds, fund managers and companies that are successful want to grow their business with a line up of family of funds that in fact represent one fund companies idea of diversification. With over 100 mutual fund and investment fund companies offering over 4000 independent mutual funds the task of choosing or being responsible for choosing a portfolio of mutual funds can be daunting.
The CIFSC.org and both IFIC.CA recognized governing and legislative bodies for the investment industry in Canada have agreed in the standard ideas, concepts in clearly defining and explaining the new definitions. And with Mutual Fund.ca data meanings and interpretation charts are now inter-active illustrations that make sense yet are simple and easy to use and understand for both advisors and investors to advantage from the knowledge, insight and actionable information.
Starting with Asset Allocation everyone knows there are 5 basic investing areas that begin with the standard. In fact the 5 main components to consider when designing any type of stock or mutual fund portfolio; answering the question of what type of investments you need to have and based on percentages of these sectors used what is your time horizon.
Money Market, Fixed Income, Balanced, Equity, Specialty
Asset Class defines the type of general investment based on the type of assets an investor or manager would want to invest in to make, save and preserve more money by comparison to a particular indexes or by the returns of the average investor.
Mutual Fund Asset Classes are similar in nature to the 5 Standard Asset Classes and do drill down to reflect exactly 10 clearly defined Mutual Fund Asset Classes.
Domestic Fixed Income
Global and High Yield Fixed Income
Global and International Equity
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