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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 $170.44)
- $170.44 P/E (TTM): 27.07X Cap: $27.57B
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Beutel Goodman American Equity Fund Class D (BTG774 $20.10)
- $20.10 P/E (TTM): 16.5X Cap: $55M
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North Growth U.S. Equity Fund (NGM360 $80.27)
- $80.27 P/E (TTM): 19.1X
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TD U.S. Index Fund-e U$ (TDB952 $122.43)
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Mawer U.S. Equity Fund Series A (MAW108 $108.80)
- $108.80 P/E (TTM): 23.9X Cap: $964M
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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 $687.06)
- $687.06 P/E (TTM): 27.29X Cap: $693.91B
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iShares Core S&P Mid-Cap ETF (IJH $65.64)
- $65.64 P/E (TTM): 19.45X Cap: $100.79B
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Beutel Goodman American Equity Fund Class D (BTG774 $20.10)
- $20.10 P/E (TTM): 16.5X Cap: $55M
- View BTG774 Profile
- View Questions on BTG774
Fidelity Small Cap America Fund Series B (FID261 $83.87)
- $83.87 P/E (TTM): 19.8X
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iShares S&P 100 ETF (OEF $346.80)
- $346.80 P/E (TTM): 27.79X Cap: $29.28B
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iShares Core S&P 500 ETF (IVV $690.34)
- $690.34 P/E (TTM): 27.06X Cap: $724.33B
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iShares Core S&P Small-Cap ETF (IJR $120.45)
- $120.45 P/E (TTM): 17.32X Cap: $87.08B
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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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