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  5. PGF510: I have a small amount in this fund [Pender Corporate Bond Fund Class F]

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Q: I have a small amount in this fund: PGF510:CA and with my reinvested drip my funds have gone up 6-7% a year on average. I'm thinking of adding a more substantial amount. Could you look at this fund for me and tell me what you think re: MER (is paying the higher fees worth it?), performance, what the stocks fair value price is, risk vs reward, forward looking etc. With the thought interest rates could soften, but then possibly go back up in the longer term, what is a good entry point? And how much risk does an investor take on going with smaller investment firms? Thanks so much.
Asked by Pat on June 17, 2025
5i Research Answer:
Class A units have a since-inception return of 5.8% (6.6% for Class F). MER is 2.07%, very high...
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