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  2. Mawer Investment Management - Wikipedia

    en.wikipedia.org/wiki/Mawer_Investment_Management

    The firm's philosophy is to buy strong, growing companies at cheap prices. It has been noted for charging low management fees compared to its peers. [2] Due to lower commissions, financial advisers have avoided selling Mawer funds. The partnership between Mawer and Manulife have allowed more generous and less visible compensation structures for ...

  3. List of mutual-fund families in Canada - Wikipedia

    en.wikipedia.org/wiki/List_of_mutual-fund...

    Canadian mutual fund brands AUM parent Cdn total (CAD 000's) AUM sub-total (CAD 000's) IGM Financial Inc. 108,178,800 Investors Group Inc. Investors Masterseries Funds 61,180,000 Mackenzie Financial Corporation: Cundill Funds, Ivy Funds, Mackenzie Funds, Maxxum Funds, Focus Funds, Sentinel Funds, STAR Funds, Universal Funds, Keystone Funds ...

  4. Rebalancing investments - Wikipedia

    en.wikipedia.org/wiki/Rebalancing_investments

    The bonus is greater when each asset's price swings widely, so that each rebalancing creates an entry point at a very low cost relative to the trend. But that is not to say price volatility is a desirable attribute of any asset. The bonus is greater when the prices of both assets are increasing at roughly the same trend rate of return.

  5. Is T. Rowe Price Balanced Fund (RPBAX) a Strong Mutual Fund ...

    www.aol.com/news/t-rowe-price-balanced-fund...

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  6. Sharpe ratio - Wikipedia

    en.wikipedia.org/wiki/Sharpe_ratio

    Berkshire Hathaway had a Sharpe ratio of 0.79 for the period 1976 to 2017, higher than any other stock or mutual fund with a history of more than 30 years. The stock market [ specify ] had a Sharpe ratio of 0.49 for the same period.

  7. Pax World Funds - Wikipedia

    en.wikipedia.org/wiki/Pax_World_Funds

    Pax World launched the first socially responsible mutual fund in the United States in 1971. [1] The company was founded by Luther Tyson [2] and Jack Corbett, [3] both of whom had worked on peace, housing and employment issues for the United Methodist Church. Their vehicle, the first broadly diversified, publicly available mutual fund to use ...