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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.

Lysander-Canso Corporate Value Bond Fund Series F (LYZ801F $14.50)
- $14.50 P/E (TTM): 7.5X
- View LYZ801F Profile
- View Questions on LYZ801F
RBC Bond Fund Series F (RBF601 $6.33)
- $6.33 P/E (TTM): 3.9X
- View RBF601 Profile
- View Questions on RBF601

Q: I'm thinking about buying these funds on a recommendation from a friend. Can you give me your thoughts on them? I'm looking for some exposure to some bond funds as interest rates start to drop.

Read Answer Asked by Samira on June 10, 2024

Vanguard Balanced ETF Portfolio (VBAL $36.95)
- $36.95 P/E (TTM): 1.06X Cap: $4.16B
- View VBAL Profile
- View Questions on VBAL
DFA Five-Year Global Fixed Income Fund Class F (DFA231 $9.18)
- View DFA231 Profile
- View Questions on DFA231
DFA Global 40EQ-60FI Portfolio Class F (DFA603 $16.15)
- $16.15 P/E (TTM): 11.5X
- View DFA603 Profile
- View Questions on DFA603
Lysander-Canso Corporate Value Bond Fund Series F (LYZ801F $14.50)
- $14.50 P/E (TTM): 7.5X
- View LYZ801F Profile
- View Questions on LYZ801F
PIMCO Monthly Income Fund (Canada) Series F (PMO205 $12.72)
- $12.72 P/E (TTM): 4.0X
- View PMO205 Profile
- View Questions on PMO205
iShares Core Balanced ETF Portfolio (XBAL $33.44)
- $33.44 P/E (TTM): 4.68X Cap: $2.46B
- View XBAL Profile
- View Questions on XBAL
Vanguard Total International Bond ETF (BNDX $49.84)
- $49.84 P/E (TTM): 6.07X Cap: $63.18B
- View BNDX Profile
- View Questions on BNDX

Q: Is there any advantage to using ETFs rather than mutual funds in our fixed income portfolio? Presently, we have 35% in fixed income with DFA231, DFA 603, PM0 205 & LYS801F.

Read Answer Asked by Bradley on April 09, 2021

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