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Horizons Active Ultra-Short Term US Investment Grade Bond ETF (HUF)
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iShares Core Canadian Corporate Bond Index ETF (XCB)
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iShares U.S. IG Corporate Bond Index ETF (CAD-Hedged) (XIG)
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Vanguard U.S. Aggregate Bond Index ETF (CAD-hedged) (VBU)
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PIMCO Monthly Income Fund (Canada) Series F (PMO205)
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PIMCO Investment Grade Credit Fund (Canada) F (PMO211)
Q: I have held these three funds since early 2016 for the stability component (maintain capital and some income) in my portfolio. The annual MER's are .44, .86 and .84. respectively, I have series F in the PMO funds. Extra year end distributions for the PMO funds were nice but they stopped after 2018 year end.
Their total capital growth has been very modest, about 2-4% total over several years.
I am not too comfortable with the higher annual MER's.
Could you comment if I might see significant capital drop if interest rates go up? Also, could you recommend any different holding or stock that I may consider instead of these funds for stability and income?
Thank You.
Their total capital growth has been very modest, about 2-4% total over several years.
I am not too comfortable with the higher annual MER's.
Could you comment if I might see significant capital drop if interest rates go up? Also, could you recommend any different holding or stock that I may consider instead of these funds for stability and income?
Thank You.
