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Q: What actively managed US focused broad based equity mutual fund (s) would you recommend if I wanted to complement my US etf holdings ? Thank-you .
Read Answer Asked by Albert on August 23, 2021
Q: I have 2 American Equity mutual funds: BTG105 and MAW108 in an RRSP. I also own the ETF VFV. Performance wise BTG105 has lagged MAW108 and VFV in the last 6 months, 1 yr, 3 yr, 5yr, and 10 yr periods, so I will sell it. But should I replace it with MAW108 or VFV?

MAW108 appears to have outperformed VFV in the last 3 yr, 5yr and 10 yr periods, while VFV outperformed MAW108 in the last 1 yr.

Can you rank these 3, best to worst?

Would you replace BTG105 and MAW108 with VFV (and consolidate all 3 into 1), or keep both MAW108 and VFV for US equity exposure?

Thanks,
Paul
Read Answer Asked by Paul on August 10, 2021
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