CBD.A:CA:TSX-iShares Balanced Income CorePortfolio Index ETF

ETF | Global Neutral Balanced | Toronto Stock Exchange

Last Closing

CAD 21.48

Change

0.00 (0.00)%

Market Cap

CAD 0.01B

Volume

120.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to generate a high level of current income with long-term capital appreciation potential. The fund consists of an allocation of ETFs to create a balanced and diversified portfolio. Core asset classes include Canadian and global equity, emerging markets equity, global real estate, fixed income, preferred shares, and commodities.

Inception Date:

Primary Benchmark:

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio:

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-06-16 )

Largest Industry Peers for Global Neutral Balanced

Symbol Name Mer Price(Change) Market Cap
VBAL:CA Vanguard Balanced Portfolio 0.25 %

-0.06 (-0.20%)

CAD 2.65B
XBAL:CA iShares Core Balanced ETF Port.. 0.76 %

-0.06 (-0.22%)

CAD 1.22B
ZMI:CA BMO Monthly Income 0.61 %

-0.02 (-0.12%)

CAD 0.12B
PINC:CA Purpose Multi-Asset Income Fun.. 0.99 %

-0.03 (-0.18%)

CAD 0.10B
HCON:CA Horizons Conservative TRI ETF .. 0.15 %

-0.03 (-0.24%)

CAD 0.05B
PRP:CA Purpose Conservative Income Fu.. 0.71 %

N/A

CAD 0.01B
PIN:CA Purpose Monthly Income Fund Se.. 0.72 %

N/A

CAD 5.63M
MPCF:CA Mackenzie Portfolio Completion.. 0.80 %

N/A

CAD 2.36M

ETFs Containing CBD.A:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Neutral Balanced) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 5 Years  
Capital Gain 1.27% N/A N/A N/A N/A
Dividend Return 3.56% N/A N/A N/A N/A
Total Return 4.83% N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -0.03% N/A N/A N/A N/A
Dividend Return 0.84% N/A N/A N/A N/A
Total Return 0.87% N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 4.05% N/A N/A N/A N/A
Risk Adjusted Return 20.67% N/A N/A N/A N/A
Market Capitalization 0.01B N/A N/A N/A N/A

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike