Q: I'm thinking about buying these funds on a recommendation from a friend. Can you give me your thoughts on them? I'm looking for some exposure to some bond funds as interest rates start to drop.
-
Vanguard Balanced ETF Portfolio (VBAL)
-
DFA Five-Year Global Fixed Income Fund Class F (DFA231)
-
DFA Global 40EQ-60FI Portfolio Class F (DFA603)
-
Lysander-Canso Corporate Value Bond Fund Series F (LYZ801F)
-
PIMCO Monthly Income Fund (Canada) Series F (PMO205)
-
iShares Core Balanced ETF Portfolio (XBAL)
-
Vanguard Total International Bond ETF (BNDX)
Q: Is there any advantage to using ETFs rather than mutual funds in our fixed income portfolio? Presently, we have 35% in fixed income with DFA231, DFA 603, PM0 205 & LYS801F.