You can view 3 more answers this month. Sign up for a free trial for unlimited access.

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 $158.50)
- $158.50 P/E (TTM): 82.03X Cap: $24.73B
- View VFV Profile
- View Questions on VFV
Beutel Goodman American Equity Fund Class D (BTG774 $19.88)
- $19.88 P/E (TTM): 16.5X Cap: $54M
- View BTG774 Profile
- View Questions on BTG774
North Growth U.S. Equity Fund (NGM360 $71.78)
- $71.78 P/E (TTM): 19.1X
- View NGM360 Profile
- View Questions on NGM360
TD U.S. Index Fund-e U$ (TDB952 $114.04)
- View TDB952 Profile
- View Questions on TDB952
Mawer U.S. Equity Fund Series A (MAW108 $105.16)
- $105.16 P/E (TTM): 23.9X Cap: $931M
- View MAW108 Profile
- View Questions on MAW108

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 $642.47)
- $642.47 P/E (TTM): 57.48X Cap: $652.34B
- View SPY Profile
- View Questions on SPY
iShares Core S&P Mid-Cap ETF (IJH $64.71)
- $64.71 P/E (TTM): 48.18X Cap: $99.27B
- View IJH Profile
- View Questions on IJH
Beutel Goodman American Equity Fund Class D (BTG774 $19.88)
- $19.88 P/E (TTM): 16.5X Cap: $54M
- View BTG774 Profile
- View Questions on BTG774
Fidelity Small Cap America Fund Series B (FID261 $84.65)
- $84.65 P/E (TTM): 19.8X
- View FID261 Profile
- View Questions on FID261
iShares S&P 100 ETF (OEF $318.96)
- $318.96 P/E (TTM): 83.32X Cap: $21.96B
- View OEF Profile
- View Questions on OEF
iShares Core S&P 500 ETF (IVV $645.64)
- $645.64 P/E (TTM): 80.15X Cap: $658.52B
- View IVV Profile
- View Questions on IVV
iShares Core S&P Small-Cap ETF (IJR $117.38)
- $117.38 P/E (TTM): 49.78X Cap: $84.57B
- View IJR Profile
- View Questions on IJR

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

Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!

First Name *

Last Name *

E-mail *

Password *

I have read and agree to the Terms of Use