Traditional index funds and exchange-traded funds that simply track a market benchmark rather than attempting to beat it tend to be much less expensive than their actively managed counterparts. Dividend Currency Neutral Fund. Mid-Cap Value Equity Fund. Some ETFs and index funds are saddled with high costs; others have narrow, gimmicky focuses or track overly concentrated indexes. The information contained on this site does not constitute an offer or solicitation to buy or sell any investment fund, security or other product, service or information to any resident of the U.
If a fund receives a Gold, Silver, or Bronze rating i. No-Load Funds This list includes only no-load funds. Load funds, on the other hand, are sold by an advisor or broker and charge a percentage fee at purchase or sale of the shares, which is meant to be compensation for the planner's investment-selection advice.
Not all advisors sell load funds. Many are compensated via a flat fee or a percentage of all assets under management. Whether a fund charges a load or not isn't a reflection of its underlying quality. Many load funds are also Medalists, and some load funds are available without a load through k or other retirement plans. But we're including only no-load funds here, since this list is designed to help investors who are primarily doing their own fund-picking.
Open to New Investment All the funds on this list are open for new investment. Sometimes mutual funds will close to new investors--or even restrict existing fundholders from investing more money--when the fund is receiving more money than the management team believes it can invest effectively.
Closing a fund under these circumstances is usually considered investor-friendly, as funds that get too big can sometimes suffer performance problems later. Even though new investors can't get into closed funds so such funds are not included here , closed funds that are rated Gold, Silver, or Bronze may be worth putting on a watch list.
Screening for "distinct portfolios only" removes all but one of these options to avoid having several share classes of the same offering cluttering the list. Morningstar normally designates the oldest share class as the distinct portfolio. In some cases, this share class may be for institutions such as company retirement funds or otherwise have a high investment minimum.
In those cases, investors may want to consider an "investor" share class of the same fund, though the fund expenses may be higher for those share classes. Unlock our analysts' top picks and get full access to Premium data and research Start Free Trial. For money market funds, there can be no assurances that a fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in a fund will be returned to you.
Past performance may not be repeated. RBC Funds are available across Canada. The information contained on this site does not constitute an offer or solicitation to buy or sell any investment fund, security or other product, service or information to any resident of the U. The information is not intended to provide specific financial, investment, tax, legal or accounting advice for you, and should not be relied upon in that regard.
You should not act or rely on the information without seeking the advice of a professional. Short-Term Corporate Bond Fund 4. RBC Bond Fund 1. Investment Grade Corporate Bond Fund. High Yield Bond Fund. Strategic Income Bond Fund 4. RBC Retirement Portfolio. Dividend Currency Neutral Fund. Equity Currency Neutral Fund. Index Currency Neutral Fund. Value Fund Unhedged 4. Mid-Cap Growth Equity Fund.