Two Trimark Fund Buys for Conservative Growth

Article Excerpt

TRIMARK CANADIAN FUND $22.18 (CWA Rating: Conservative) (AIM Funds Management, 5140 Yonge Street, Suite 900, Toronto, Ontario M2N 6X7. 1-800-631-7008; Website: Buy or sell through brokers.) uses a bottom-up stock-picking style, focusing on fundamentals like earnings, cash flow and low debt. The fund’s 10 largest holdings are TD Bank, Bank of Nova Scotia, Thomson Corp., Power Corp., Royal Bank, Molson Coors Canada, Toromont Industries, Loblaw, Molex Inc. and Petro-Canada. Trimark Canadian made 8.6% annually over the last 10 years, compared to the S&P/TSX’s gain of 10.9%. It made 15.6% in the past year. The fund’s MER is 1.64%. Trimark Canadian Fund is still a buy. TRIMARK U.S. COMPANIES FUND $5.15 (CWA Rating: Conservative) invests in U.S. companies that the managers see as inexpensive in relation to earnings, cash flow and other valuation measures. The top holdings of this $130.6 million fund are Merrill Lynch, Wells Fargo & Co., Target Corporation, Zions Bancorp, KLA-Tencor, Compass Bancshares, Omnicom Group, PepsiCo and Analog Devices. The fund’s…

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