Kimberly Hart

Vanguard’s Asset Allocation ETFs are among the cheapest allocation portfolios available.

Gold-rated EdgePoint Canadian Growth & Income Portfolio pairs a benchmark-agnostic stock sleeve with a credit-heavy bond portfolio.

EdgePoint ventures beyond benchmark mainstays in search of differentiated ideas.

Global innovation funds and Canadian dividend funds topped the list.

Flows returned in 2025, but the gains were concentrated in a shrinking pool of strategies.

Under a simplified Morningstar Medalist Rating methodology, upgrades went to lower‑cost funds or those with stronger pillar ratings, while downgrades concentrated among higher‑cost funds.

A category‑relative lens and stronger fee signals drove distinct upgrade and downgrade patterns.

A shift away from US large-cap growth lifted funds with value tilts, energy exposure, and lower reliance on mega-cap tech.

The products and providers behind Canada’s new digital asset category.

Key trends included surging oil prices, struggling tech stocks, and the outperformance of dividend strategies.

A new fund classification makes crypto-focused funds easier to identify and compare, but it doesn’t change their investment case.

Twenty years after their launch, target‑date funds have become a core feature of workplace retirement plans in Canada.

The acquisition adds C$10 billion to CI’s ETF lineup.