Investment Q&A

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $43.54)
  • $43.54 P/E (TTM): 1.18X Cap: $8.84B
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• Mawer Balanced Fund Series A (MAW104 $37.83)
  • $37.83 P/E (TTM): 17.4X Cap: $4.69B
  • View MAW104 Profile
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• Vanguard Total International Bond ETF (BNDX $47.83)
  • $47.83 P/E (TTM): 50.51X Cap: $78.60B
  • View BNDX Profile
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Q: Which do you prefer and why?
VIU versus MAW104?
BNDX versus IAGG?

Upvote 2

Read Answer Asked by John on March 23, 2026

• Mackenzie Global Resource Fund Series F (MFC092 $32.29)
  • $32.29 P/E (TTM): 5.5X
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Q: For global exposure to materials, what do you think about this Mackenzie fund?

Upvote 1

Read Answer Asked by Gregory on February 04, 2026

• Canoe Energy Portfolio Class Series F (GOC503 $19.09)
  • $19.09 P/E (TTM): 8.7X
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• Ninepoint Energy Fund Series F (NPP008 $45.82)
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Q: Could you please provide your analysis of these two energy funds.
Thanks as always for a great service.
Brian

Upvote 2

Read Answer Asked by Brian on January 30, 2026

Q: Hi, your thoughts about 4 Funds:
Canoe Energy Alpha Fund LP
Canoe Energy Income Portfolio Class
Canoe Energy Portfolio Class
Canoe Energy Plus Fund
thanks Jean Guy

Upvote 4

Read Answer Asked by Jean Guy on January 29, 2026

• iShares Core S&P Mid-Cap ETF (IJH $67.63)
  • $67.63 P/E (TTM): 19.82X Cap: $108.94B
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• TD U.S. Mid-Cap Growth Fund - D Series (TDB3093 $20.45)
  • $20.45 P/E (TTM): 23.1X Cap: $146M
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• TD Health Sciences Fund - D Series (TDB3099 $21.48)
  • $21.48 P/E (TTM): 23.7X Cap: $337M
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• Mulvihill U.S. Health Care Enhanced Yield ETF (XLVE $7.79)
  • $7.79 P/E (TTM): 40.84X
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Q: What is your opinion of these 2 mutual funds. I have held for years but wondering if there is a better ETF to move the funds into or just keep theses two funds. They are held in a RRSP. Thanks

Upvote 1

Read Answer Asked by Greg on January 15, 2026

• Mawer Global Equity Fund Series A (MAW120 $43.66)
  • $43.66 P/E (TTM): 16.7X Cap: $1.27B
  • View MAW120 Profile
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Q: Mawer Global Fund has just experienced a down year and I assume they are experiencing significant redemptions. December 2024 they paid a dividend of 20 cents per share. December 2025 they paid a dividend of $2.30 per share.

Is the large dividend simply an enticement to keep people invested? Why would they paid such a large dividend when they just experienced a year of less than stellar results?

Thank you

Paul

Upvote 3

Read Answer Asked by paul on January 08, 2026

• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $66.19)
  • $66.19 P/E (TTM): 26.33X Cap: $494M
  • View XHC Profile
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• State Street SPDR S&P 500 ETF Trust (SPY $653.18)
  • $653.18 P/E (TTM): 26.17X Cap: $646.57B
  • View SPY Profile
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• iShares Core S&P Mid-Cap ETF (IJH $67.63)
  • $67.63 P/E (TTM): 19.82X Cap: $108.94B
  • View IJH Profile
  • View Questions on IJH
• Evolve Cyber Security Index Fund (CYBR $47.53)
  • $47.53 P/E (TTM): 34.73X Cap: $134M
  • View CYBR Profile
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• iShares Global Tech ETF (IXN $102.35)
  • $102.35 P/E (TTM): 33.25X Cap: $6.48B
  • View IXN Profile
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Q: Greetings 5i Team:

I'm looking to make upgrades to some RBC Funds in my wife's accounts. Deduct as many credits as needed.

Can you suggest:

1. A general tech ETF of the same ilk as RBF 620 Global Technology Fund,

2. For that matter, can you suggest a (preferably Cdn dollar) cyber security ETF.

3. A substitute for RBF 615 US Equity Fund.

4. A substitute for RBF 617 US Midcap Fund (with the idea that small caps might actually catch a bid this year).

5. A healthcare ETF, preferably in Cdn dollars.

Thank you, you're much appreciated!
Pete in Calgary.

Upvote 3

Read Answer Asked by Peter on January 06, 2026

Q: Our portfolio manager is recommending the PIMCO Monthly Income Fund Series F (PMO205) mutual fund, as part of our fixed income investments. Is this mutual fund worth the high MER of 0.86? Morningstar gives it a 4-star rating and returns appear to be considerably higher than other comparable funds. In the event of a deep world-wide recession, is this fund vulnerable to losses? As a senior, capital preservation is my highest priority.
Thanks!

Upvote 3

Read Answer Asked by Grant on December 01, 2025

Q: Hi, can you give me a top level summary of the differences between Mutual Funds and ETF's? And which would you prefer when choosing funds to allocate dollars to the Global Market?

Thank-you!

Upvote 3

Read Answer Asked by Kimberely on November 27, 2025

• PIMCO Monthly Income Fund (Canada) (PMIF $17.95)
  • $17.95 P/E (TTM): 12.29X Cap: $4.44B
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• Fidelity Global Balanced Class Portfolio F (FID2684 $29.99)
  • $29.99 P/E (TTM): 13.0X
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• Canoe Bond Advantage Portfolio Class Series F (GOC703 $8.71)
  • View GOC703 Profile
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• Lysander-Canso Corporate Value Bond Fund Series F (LYZ801F $13.90)
  • $13.90 P/E (TTM): 7.5X
  • View LYZ801F Profile
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• Dynamic Active Preferred Shares ETF (DXP $25.75)
  • $25.75 P/E (TTM): 2.95X Cap: $618M
  • View DXP Profile
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• Mackenzie Financial Corporation (QTIP)
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• Guardian i3 Global Dividend Premium Yield Fund (GIDY $20.08)
  • $20.08 P/E (TTM): 21.25X Cap: $50M
  • View GIDY Profile
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• RBC CANADIAN DISCOUNT BOND ETF (RCDB)
  • Cap: $1.14B
  • View RCDB Profile
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Q: Please give your opinion on the following "F" series funds. Any comparatives would also be appreciated Deduct as many credits as necessary.

rgCF
LYZ801F5.cf
RCDB-NE
GIDY-T
PMIF-T
QTIP-NE
DXP-T
GOC703.CF

Thank you

Paul

Upvote 4

Read Answer Asked by paul on November 26, 2025

• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $38.97)
  • $38.97 P/E (TTM): 11.93X Cap: $4.40B
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• RBC Canadian Dividend Fund Series A (RBF266 $131.89)
  • $131.89 P/E (TTM): 11.6X
  • View RBF266 Profile
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Q: Could you suggest a suitable replacement ETF for RBF266?
Thanks Ron

Upvote 5

Read Answer Asked by Ronald on November 18, 2025

Q: Are Canadian investors allowed to buy US Mutual Funds / ETF's?

Upvote 3

Read Answer Asked by Reg on November 18, 2025

• Vanguard Global Dividend Fund Series F (VIC200 $16.33)
  • $16.33 P/E (TTM): 11.5X
  • View VIC200 Profile
  • View Questions on VIC200

Q: 1) is there a dividend
2) they do an "annual net capital gains distribution"? what does that mean?
3) is there a better choice in this field?
4) Better to wait or purchase now?

Upvote 1

Read Answer Asked by Graeme on November 03, 2025

• Miscellaneous (MISC)
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Q: Hi,

Brookfield Private Equity Fund (Canada) is not open for Individual investors and is only offered via registered financial advisor. I got below response against my query from company, FYI

"Individual investors cannot participate in this offering through their self directed brokerage account. Please reach out to your registered financial advisor or dealing representative to learn more about the offering"

Upvote 6

Read Answer Asked by S on October 31, 2025

Q: I am trying to reduce risk in my TFSA. I am 76 years old. What do you think of AGF GLOBAL SELECT FD CL F(808) as an option? Do you have other suuggestions for this strategy? What would be an appropriate percentage of bond exposure in a TFSA for someone of my age with a moderate tolerance for risk?

Upvote 3

Read Answer Asked by Ron on October 30, 2025

Q: Last week there was an article in the G&M discussing a new private equity fund that was being introduced by a Brookfield subsidiary. Would you endorse this product for an appropriate investor?

Thanks again for all of the great work that your team does!

https://www.brookfieldoaktree.com/fund/bpe-canada

Upvote 10

Read Answer Asked by philip on October 29, 2025

Q: Hello,

Can I please get your opinion of this fund which I believe was launched in 2021. Thank you.

Dave

Upvote 1

Read Answer Asked by David on October 29, 2025

Q: is there a place on the net where you can find out what mutual /asset management companies are invested in [stocks] in canada

Upvote 3

Read Answer Asked by hans on October 29, 2025

• PIMCO Monthly Income Fund (Canada) Series A (PMO005 $12.43)
  • $12.43 P/E (TTM): 3.6X Cap: $2.06B
  • View PMO005 Profile
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• PIMCO Monthly Income Fund (Canada) (PMIF $17.95)
  • $17.95 P/E (TTM): 12.29X Cap: $4.44B
  • View PMIF Profile
  • View Questions on PMIF

Q: Hi,

Could you please compare and contrast the risk, rewards and performance of these two funds? Which do you prefer and why?

Many thanks. Michael

Upvote 4

Read Answer Asked by Michael on October 27, 2025

Q: In general, what is your opinion on investing in Mutual Funds? I just want to follow a dozen stocks and the rest in ETF, Index, or Mutual funds. But I hear Mutual Funds have a high MER.

Upvote 10

Read Answer Asked by Louis on October 24, 2025