Globe and mail mutual fund ratings

The Globe and Mail provides mutual fund ratings through its Globe Investor website. The ratings are based on a proprietary methodology that evaluates funds based on their performance, risk, and fees. Here's an overview of the Globe and Mail's mutual fund ratings:

Rating Scale:

The Globe and Mail uses a five-star rating system, with five stars being the highest rating. The ratings are based on a fund's performance over a three-year period, with more weight given to recent performance.

Rating Categories:

The Globe and Mail's mutual fund ratings are categorized into the following:

  1. 5-star funds: These funds have consistently outperformed their peers and have a strong track record of performance.
  2. 4-star funds: These funds have performed well, but may have some areas for improvement.
  3. 3-star funds: These funds have average performance and may not stand out from their peers.
  4. 2-star funds: These funds have underperformed their peers and may have some significant issues.
  5. 1-star funds: These funds have consistently underperformed their peers and may not be a good choice for investors.

Additional Information:

In addition to the rating, the Globe and Mail provides additional information about each fund, including:

  1. Performance: The fund's performance over various time periods, including one-year, three-year, and five-year returns.
  2. Risk: The fund's risk level, based on its volatility and sensitivity to market movements.
  3. Fees: The fund's management expense ratio (MER) and other fees.
  4. Holdings: The fund's top holdings and sector allocation.
  5. Manager: The fund's manager and their tenure.

How to Access Globe and Mail Mutual Fund Ratings:

To access the Globe and Mail's mutual fund ratings, you can visit their website at globeinvestor.com and follow these steps:

  1. Click on the "Investing" tab at the top of the page.
  2. Select "Mutual Funds" from the drop-down menu.
  3. Use the search function to find a specific fund or browse through the list of funds.
  4. Click on a fund to view its detailed rating and information.

Please note that the Globe and Mail's mutual fund ratings are subject to change and may not reflect the views of other rating agencies or financial experts. It's always a good idea to do your own research and consult with a financial advisor before making investment decisions.