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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i,

I'm considering adding the RBC U.S. Mid-Cap Growth Equity Fund to my portfolio. The YTD return indicates this sector has performed reasonably well. What's your outlook going forward for this the sector? If I recall correctly, Brooke Thackery likes US small caps between October and February.

Would you have any suggestions that you think are stronger than this particular fund? I lean to mutual funds for active management over ETF's.

And what other "sectors" do you like moving forward? Emerging Markets? International Funds?

Deduct as many points as necessary, and a High 5 to 5i!

Pete in Calgary.
Read Answer Asked by Peter on July 25, 2023
Q: Any advice on this fund as for a RRIF? Thanks Larry
Read Answer Asked by Larry on July 04, 2023
Q: when is it advantageous to use currency neutral funds
Read Answer Asked by michael on June 21, 2023
Q: Hi 5i,
can you help suggest some US and CDN, ETF's and Mutual funds that are worth doing further research on if one might be interested in investing a small portion in the distressed debt sector. Thanks
Read Answer Asked by Ian on June 20, 2023
Q: What do you think about this fund?
Read Answer Asked by David M. on May 11, 2023
Q: Please explain the difference between "management fee" and" management expense ratio". Is the management fee included in the MER or separate? In other words to find out the total fees charged, one would add the 2 fees together. Correct??
Read Answer Asked by george on May 10, 2023
Q: Can you verify the return of capital for HDIF.Not sure how I found a chart on it but if I am right it showed 87% ROC for 2022.Surely I am wrong . Also A new issue Is HRIF without leverage. Can you explain this? And also I currently hold some CIG686 for monthly income . Would you comment on a switch to either or or suggest something with less ROC .Please and thanks and use all questions to cover.Larry
Read Answer Asked by Larry on April 25, 2023
Q: This is in response to Greg's question on cash etf's through TD Webbroker. I use the TD investment savings accounts, TDB8150 for CAD and TDB8152 for USD, they are structured as mutual funds but are not mutual funds, no mgmt fees, no trading fees, current rates are 4.05% and 4.15% respectively, interest is calculated daily and paid monthly, unit value $10 does not fluctuate i.e. no capital gains or losses. Check it out. You have next day liquidity if trade is placed before 3 pm ET and you can buy securities if these holdings are in your account as units are treated like cash, you just have to ensure you sell units to settle trades. Hope this helps.
Read Answer Asked by Barbara on March 14, 2023
Q: We have a diversified portfolio. We would like to automatically invest on a monthly basis going forward for the next 7-8 years. Can you suggest 3 no load mutual funds: 1. Canadian 2. US 3. General bond fund.

We understand that we cannot automatize ETF investments, so even funds that mirror the Canadian, US indices would be good.
Read Answer Asked by Alka on March 14, 2023
Q: Hello 5i Research
I would like to initiate a position in mawer bond fund . I currently own most of their other funds , what are your thoughts or should I add to mawer Canadian balance fund that holds about 30 % bonds .
Thanks
Read Answer Asked by claudio on March 13, 2023
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