Q: I have this fund and would like your opinion on it. Also what etf could I replace it with? Fees seem Hi. Thanks James
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Investment Q&A
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Q: The last MF that my mom holds in her non-reg account is CI Canadian All Cap Fund Series X. All other (higher fee) MFs have been converted to low cost ETFs. If she sells, there's a capital gain to be paid. It's not a trivial amount but it won't trigger OAS clawback. If she were your mom would you suggest she convert this to an ETF as well or is the MER low enough to just let it be? Or is one's view of what the Feds will do with cap gain inclusion rate a bigger factor?
Q: Can I have your opinion on this investment? Thx