Help and Information

New to our site? Read our introduction.

Have a question about Globe Portfolio? Visit our Globe Portfolio Help.

Have a specific content or data question? Look in our FAQ.

Mutual fund prices and performance

• What types of mutual funds can I track on your Web site? Can I track stocks?
• I can't find a fund I'm interested in following. Could it be under a different name on your Web site?
• What time are closing prices available?
• When are the month-end returns updated? Is there a schedule that will tell me when data is updated?
• Do you have historical price listings? Can I get the price of a fund on a past date?

Your Fundlist

• How does the fundlist work? How do I add funds and indexes to my Fundlist?
• I've lost my fundlist. Can you tell me why?
• Is there a way to ensure my fundlist will not be lost?
• When I print my fundlist, the fund names won't print. Is there a setting I can change on my Web browser or printer?
• Can I set up multiple fundlists or access my fundlist from home & work?

Globe Portfolio

• If you are a Globe Portfolio user with a question related to using Globe Portfolio, click here for our on-line Globe Portfolio help section.
• Should I use Globe Portfolio or the Fundlist to track my mutual funds?
• I can't log in to Globe Portfolio. What could be the problem?
• Do you have a feature that will let me track the exact value of my investment portfolio?

Charts and Reports

• Can I compare the performance of my funds against other funds, market indices or GIC rates?
• Can you explain what is meant by Adjusted Net Asset Value (the label for the Y axis on the charts) and how it affects the prices indicated on the charts?
• How is the Globefund 5-Star Rating calculated?
• Do you have descriptions of the asset classes on your Web site?
• I notice that you continually add new indexes I can compare my funds to. Do you have descriptions of those indexes?
• How are Management Expense Ratio (MER) and distributions accounted for in the fund prices and returns shown on the site?
• How are the Quartile Rankings calculated?

The Globe and Mail

• Can I get mutual fund articles published in The Globe and Mail?

Other Features

• Is there a way I can find out what new funds and features you have added to the site?
• Can I export data to Quicken, Microsoft Money, or Excel?
• Can I do an advanced search for specific subjects such as The Globe and Mail, Daily and Weekly Commentary, and Resource Centre?
• Do you have a list of recent fund manager changes?
• Do you have a resource centre that has a glossary, information on getting started with mutual funds, or how to be a wise investor?