For anyone wanting to know about different types of mutual fund distributions and how each is taxed, TD has put together a really great brochure. Topics include: Fundamentals of distributions, Types of Distributions, Impact of Distributions, ROC Distributions, Corporate Class Funds and Other Considerations Read or download it here. If you have any questions, as…
Category: Investing
Fidelity's Mark Schmehl - If you must label him "Rate of Change" is his style.
by Julie
Fidelity’s Mark Schmehl doesn’t do value investing, or any other styles for that matter – here’s why he’s better off Mark Schmehl, who manages four portfolios at Fidelity Investments Canada, graduated from Columbia University, “the home of value investing, he recalls, where Buffett himself graduated. Buffett is a fantastic investor,” Schmehl readily recognizes, “but he’s…
Fund distributions, timing and NAV
by Julie
If Steve sold his units just before the income distribution date, would he still receive an income payment? Read the full article here.
Q1 Comments from Guardian Capital
by Julie
In the folktale “Henny Penny” (also known as “Chicken Little”), the eponymous lead character gets hit on the head by an acorn that drops from a tree and reaches the alarming conclusion that the sky is falling. She then sets out to warn everybody, ultimately amassing an ardent following of farmyard fowl (such as Ducky…