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Top Performing Small- and Mid-Cap US Equity Funds
Analysis of high-performing small- and mid-cap US equity funds for Canadian investors.
English
Canada
Us PoliticsFinanceRiskStocksInvestingFunds
MorningstarBmoCiDynamicIsharesManulifeMawerRbcTd
Ian Tam
- Does the article provide financial advice?
- The article concludes with a disclaimer that it does not provide financial advice and encourages readers to conduct independent research before investing.
- What is the main objective of this article?
- The article focuses on identifying high-performing small- and mid-cap U.S. equity funds available to Canadian investors.
- What were the key criteria used to select the funds?
- The screening criteria included a Morningstar Rating of four stars or higher and a Morningstar Medalist Rating of gold, silver, or bronze.
- Which fund companies are highlighted in the findings?
- Several funds met the criteria, including those from BMO, CI, Dynamic, iShares, Manulife, Mawer, RBC, and TD, with varying MERs, investment approaches, and performance metrics.
- What important risk factor is emphasized in the article?
- The article emphasizes that small- and mid-cap investments are volatile, suggesting that risk tolerance should guide investment decisions. Younger investors may tolerate more risk than those nearing retirement.