-
Vanguard S&P 500 Index ETF (VFV)
-
Beutel Goodman American Equity Fund Class F (BTG105)
-
Mawer U.S. Equity Fund Series A (MAW108)
Q: I have 2 American Equity mutual funds: BTG105 and MAW108 in an RRSP. I also own the ETF VFV. Performance wise BTG105 has lagged MAW108 and VFV in the last 6 months, 1 yr, 3 yr, 5yr, and 10 yr periods, so I will sell it. But should I replace it with MAW108 or VFV?
MAW108 appears to have outperformed VFV in the last 3 yr, 5yr and 10 yr periods, while VFV outperformed MAW108 in the last 1 yr.
Can you rank these 3, best to worst?
Would you replace BTG105 and MAW108 with VFV (and consolidate all 3 into 1), or keep both MAW108 and VFV for US equity exposure?
Thanks,
Paul
MAW108 appears to have outperformed VFV in the last 3 yr, 5yr and 10 yr periods, while VFV outperformed MAW108 in the last 1 yr.
Can you rank these 3, best to worst?
Would you replace BTG105 and MAW108 with VFV (and consolidate all 3 into 1), or keep both MAW108 and VFV for US equity exposure?
Thanks,
Paul
