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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 $151.96)
- $151.96 Fwd P/E: 24.94X Cap: $16.37B
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Beutel Goodman American Equity Fund Class D (BTG774 $19.05)
- $19.05 Fwd P/E: 16.5X Cap: $51M
- View BTG774 Profile
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North Growth U.S. Equity Fund (NGM360 $68.60)
- $68.60 Fwd P/E: 19.1X
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TD U.S. Index Fund-e U$ (TDB952 $110.57)
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Mawer U.S. Equity Fund Series A (MAW108 $100.65)
- $100.65 Fwd P/E: 23.9X Cap: $900M
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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 $622.14)
- $622.14 Fwd P/E: 24.47X Cap: $637.71B
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iShares Core S&P Mid-Cap ETF (IJH $62.52)
- $62.52 Fwd P/E: 32.92X Cap: $95.79B
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Beutel Goodman American Equity Fund Class D (BTG774 $19.05)
- $19.05 Fwd P/E: 16.5X Cap: $51M
- View BTG774 Profile
- View Questions on BTG774
Fidelity Small Cap America Fund Series B (FID261 $80.85)
- $80.85 Fwd P/E: 19.8X
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iShares S&P 100 ETF (OEF $307.42)
- $307.42 Fwd P/E: 59.02X Cap: $20.84B
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iShares Core S&P 500 ETF (IVV $624.99)
- $624.99 Fwd P/E: 57.87X Cap: $628.80B
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iShares Core S&P Small-Cap ETF (IJR $110.82)
- $110.82 Fwd P/E: 35.1X Cap: $80.57B
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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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