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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 $164.29)
- $164.29 P/E (TTM): 27.07X Cap: $27.18B
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Beutel Goodman American Equity Fund Class D (BTG774 $19.65)
- $19.65 P/E (TTM): 16.5X Cap: $54M
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North Growth U.S. Equity Fund (NGM360 $79.14)
- $79.14 P/E (TTM): 19.1X
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TD U.S. Index Fund-e U$ (TDB952 $118.39)
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Mawer U.S. Equity Fund Series A (MAW108 $107.42)
- $107.42 P/E (TTM): 23.9X Cap: $951M
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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 $660.08)
- $660.08 P/E (TTM): 27.29X Cap: $686.65B
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iShares Core S&P Mid-Cap ETF (IJH $63.21)
- $63.21 P/E (TTM): 19.45X Cap: $96.49B
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Beutel Goodman American Equity Fund Class D (BTG774 $19.65)
- $19.65 P/E (TTM): 16.5X Cap: $54M
- View BTG774 Profile
- View Questions on BTG774
Fidelity Small Cap America Fund Series B (FID261 $80.67)
- $80.67 P/E (TTM): 19.8X
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iShares S&P 100 ETF (OEF $332.66)
- $332.66 P/E (TTM): 27.79X Cap: $28.20B
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iShares Core S&P 500 ETF (IVV $663.45)
- $663.45 P/E (TTM): 27.06X Cap: $707.28B
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iShares Core S&P Small-Cap ETF (IJR $114.21)
- $114.21 P/E (TTM): 17.32X Cap: $83.04B
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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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