Home Risk rating

No changes have been made to the investment objectives, investment strategies or management of the funds

  • By: IE Staff
  • December 12, 2017 December 12, 2017
  • 14:00

Risk rating changes announced for certain funds

  • By: Leah Golob
  • November 10, 2017 November 10, 2017
  • 11:30

Revised ratings for eight mutual funds

  • By: IE Staff
  • October 20, 2017 October 20, 2017
  • 12:10

The firm is lowering the risk ratings on three mutual funds and raising the risk ratings on two

  • By: Leah Golob
  • October 18, 2017 October 18, 2017
  • 16:30

The changes take effect Nov. 17

  • By: IE Staff
  • October 16, 2017 October 16, 2017
  • 15:30

The changes to 12 funds take effect Sept. 11

  • By: Leah Golob
  • September 7, 2017 December 14, 2017
  • 09:45

The changes are in response to the OSC’s amended investment risk classification methodology

  • By: Leah Golob
  • August 1, 2017 December 14, 2017
  • 11:45

The firm is making a variety of small changes to three of its mutual funds

  • By: Leah Golob
  • July 31, 2017 December 14, 2017
  • 11:20

The firm is changing the risk ratings of some mutual funds, the names of others and management fee disclosure as of July 27

  • By: Leah Golob
  • July 18, 2017 December 14, 2017
  • 14:10

Ratings updated for four mutual funds