An equity fund is a type of mutual fund or exchange-traded fund (ETF) that invests mostly in stocks.
Also known as stock funds, equity funds can be managed both actively and passively. They may be categorized by geography, either domestic, international, or global.
There are also market capitalization equity funds, which put a specific limit on the size of companies. These include mega-cap, large cap, medium cap, small cap, and micro cap firms.
Some investors in equity funds choose specialty funds which target specific economic sectors. The five main economic stock sectors are: Resources & Commodities, Finance, Manufacturing & Industry, Utilities and Consumer.
Spreading your holdings out across most if not all of the five sectors helps you avoid overloading yourself with stocks that are about to slump because of industry conditions or a change in investor fashion.
Prices of an equity fund are typically determined from the fund’s net asset value (NAV).
While you don’t want to buy and hold an equity fund or mutual funds indefinitely (we prefer buy and “watch closely”), frequent mutual fund or ETF trading can be risky—and hurt your long-term returns. Many mutual fund and ETF investors have lost sight of this risk. Mutual funds or ETFs can make good long-term investments, but sometimes investors get caught up in mutual fund or ETF trading and the risky practice of momentum investing.
At TSI Network, we recommend using our three-part Successful Investor philosophy:
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BMO EQUITY FUND $20.70 (BMO Mutual Funds, 77 King Street West, Suite 4200, Royal Trust Tower, Toronto, Ontario, M5K 1J5, 1-800-665-7700; Web site: www.bmo.com. No load — deal directly with the bank) (CWA Rating: Conservative) mostly invests in blue chip Canadian companies. The fund’s managers… Read More
RBC CANADIAN EQUITY FUND $18.03 (CWA Rating: Conservative) (RBC Funds, P.O. Box 7500, Station A, Toronto, Ontario. M5W 1P9. 1-800-463-3863; Web site: www.royalbank.com. No load — deal directly with the bank) mainly invests in larger-capitalization stocks, but may also buy small- and mid-cap stocks.
The $3.1-billion… Read More
CIBC CANADIAN EQUITY FUND $16.61 (CWA Rating: Conservative) (CIBC Securities, 5140 Yonge Street, Suite 900, Toronto, Ontario M2N 6X7. 1-800-631-7008; Web site: www.cibc.com. No load — deal directly with the bank) looks at fundamentals like earnings, cash flow and debt level to identify companies that… Read More
Now more than ever we think you need to invest in only the highest-quality mutual funds. Here are some keys to building a sound portfolio with these mutual funds.
Diversify. Spread your portfolio out over several funds that practice a variety of investing styles. Vary your… Read More
EUROPEAN EQUITY FUND $5.46 (New York symbol EEA; CWA Fund Rating: Conservative) invests mainly in large-capitalization European stocks in the 15 countries that use the Euro currency. It may invest up to 20% of its assets in countries that do not use the Euro currency.
The… Read More
Japanese stock markets remain volatile, along with global markets. As well, a slowing U.S. economy continues to hurt Japan’s major export industries. However, we think that Japan’s interest rate cuts and $51 billion stimulus package will help stock prices rebound.
JAPAN EQUITY FUND $4.51 (New York… Read More
CIBC CANADIAN EQUITY FUND $18.87 (CWA Rating: Conservative) (CIBC Securities, 5140 Yonge Street, Suite 900, Toronto, Ontario M2N 6X7. 1-800-631-7008; Website: www.cibc.com. No load — deal directly with the company.) uses a “bottom-up” approach (using fundamentals such as earnings, cash flow and low debt) to… Read More
BMO EQUITY FUND $24.41 (BMO Mutual Funds, 77 King Street West, Suite 4200, Royal Trust Tower, Toronto, Ont., M5K 1J5, 1-800-665-7700; Web site: www.bmo.com. No load — deal directly with the bank) (CWA Rating: Conservative) generally invests mostly in ‘blue-chip” Canadian companies. These stocks are… Read More
RBC CANADIAN EQUITY FUND $19.69 (CWA Rating: Conservative) (RBC Funds, P.O. Box 7500, Station A, Toronto, Ontario. M5W 1P9. 1-800-463-3863; Web site: www.royalbank.com. No load — deal directly with the bank) invests mostly in larger-capitalization stocks, but also looks for opportunities in small and mid-cap… Read More
TD CANADIAN EQUITY FUND $19.01 (CWA Rating: Conservative) (TD Asset Management, P.O. Box 7500, Station A, Toronto, Ontario. M5W 1P9. 1-866-222-3456; Web site: www.tdcanadatrust.ca. No load — deal directly with the bank) uses a “bottom-up” approach (using fundamentals such as earnings, cash flow and low… Read More
Learn everything you need to know in 'The Canadian Guide on How to Invest in Stocks Successfully' FREE Special Report from The Successful Investor.
How to Invest In Stocks Guide: Find 10 factors that make your investments safer and stronger.
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