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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.

Vanguard S&P 500 Index ETF (VFV $153.93)
- $153.93 P/E (TTM): 24.94X Cap: $23.83B
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Beutel Goodman American Equity Fund Class D (BTG774 $18.80)
- $18.80 P/E (TTM): 16.5X Cap: $51M
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North Growth U.S. Equity Fund (NGM360 $69.55)
- $69.55 P/E (TTM): 19.1X
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TD U.S. Index Fund-e U$ (TDB952 $110.54)
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Mawer U.S. Equity Fund Series A (MAW108 $101.66)
- $101.66 P/E (TTM): 23.9X Cap: $913M
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Q: What actively managed US focused broad based equity mutual fund (s) would you recommend if I wanted to complement my US etf holdings ? Thank-you .

Read Answer Asked by Albert on August 23, 2021

SPDR S&P 500 ETF Trust (SPY $627.97)
- $627.97 P/E (TTM): 57.48X Cap: $657.32B
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iShares Core S&P Mid-Cap ETF (IJH $62.86)
- $62.86 P/E (TTM): 33.4X Cap: $96.19B
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Beutel Goodman American Equity Fund Class D (BTG774 $18.80)
- $18.80 P/E (TTM): 16.5X Cap: $51M
- View BTG774 Profile
- View Questions on BTG774
Fidelity Small Cap America Fund Series B (FID261 $79.11)
- $79.11 P/E (TTM): 19.8X
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iShares S&P 100 ETF (OEF $311.12)
- $311.12 P/E (TTM): 59.02X Cap: $21.24B
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iShares Core S&P 500 ETF (IVV $631.12)
- $631.12 P/E (TTM): 57.87X Cap: $638.56B
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iShares Core S&P Small-Cap ETF (IJR $110.82)
- $110.82 P/E (TTM): 34.78X Cap: $80.54B
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Q: Could you please suggest a replacement for these mutual funds. I have been told these funds have a high MER and I should investigate other options. A switch to ETF's may be an option too.

Read Answer Asked by Terry on July 29, 2020

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