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iShares Diversified Monthly Income ETF (XTR)
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Fidelity Monthly Income Class Series S5 (FID418)
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TD Tactical Monthly Income Fund - Investor Series (TDB2580)
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Q: Can you provide a synopsis of the above (recently inherited) funds? Are either of these funds pure equity? Would you consider them to be worth keeping or is there an ETF or two that will likely allow for better returns?

Appreciate your insight.

Paul F.

Asked by Paul on December 10, 2024

5i Research Answer:

TDB2580 has an MER of 2.04%. It is a tactical balanced monthly income fund, with 33% fixed...

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