Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

iShares Diversified Monthly Income ETF (XTR $11.95)
- $11.95 P/E (TTM): 17.93X Cap: $366M
- View XTR Profile
- View Questions on XTR
Fidelity Monthly Income Class Series S5 (FID418 $16.01)
- $16.01 P/E (TTM): 16.5X
- View FID418 Profile
- View Questions on FID418
TD Tactical Monthly Income Fund - Investor Series (TDB2580 $15.58)
- $15.58 P/E (TTM): 13.1X Cap: $3.33B
- View TDB2580 Profile
- View Questions on TDB2580

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.

Read Answer Asked by Paul on December 10, 2024

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