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Nbi Balanced Portfolio Investors (0P0001B386)

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13.390 +0.030    +0.22%
13/09 - Closed. Currency in CAD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 5.51B
Type:  Fund
Market:  Canada
Asset Class:  Other
NBI Balanced Portfolio Investors 13.390 +0.030 +0.22%

0P0001B386 Overview

 
Find basic information about the Nbi Balanced Portfolio Investors mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0001B386 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10.94%
Prev. Close13.36
Risk Rating
TTM Yield0.14%
ROE26.75%
IssuerN/A
Turnover4.33%
ROA11.17%
Inception DateMay 19, 2017
Total Assets5.51B
ExpensesN/A
Min. Investment500
Market Cap102.46B
CategoryGlobal Neutral Balanced
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1085 1042 1132 1071 1344 -
Fund Return 8.48% 4.23% 13.21% 2.32% 6.08% -
Place in category 1067 635 902 766 336 -
% in Category 69 45 61 58 29 -

Top Other Funds by National Bank Investments Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  NBI Moderate Portfolio Investors 3.42B 6.99 1.31 -
  Meritage Balanced Investment Portfo 436.42M 7.92 2.12 5.07
  Meritage Growth Investment Portfoli 275.76M 9.20 3.18 6.03
  Meritage Balanced Income Portfolio 184.1M 7.93 2.81 4.93
  Meritage Growth Income Portfolio 87.01M 8.43 3.13 4.67

Top Funds for Global Neutral Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Bal Port Sr T5 56.24B 10.00 2.43 5.60
  RBC Sel Bal Port Sr F CAD 56.24B 10.72 3.43 6.64
  RBC Sel Bal Port Sr A CDA 56.24B 10.00 2.42 5.60
  Fidelity Global Balanced Portf F5 16.18B 12.74 4.78 7.35
  Fidelity Global Balanced Portf F8 16.18B 12.73 4.77 7.35

Top Holdings

Name ISIN Weight % Last Change %
NBI US Equity Priv Ptf F CAD - 12.86 - -
NBI Tactical Asset Allocation F - 10.01 - -
NBI Sustainable Canadian Bond ETF - 8.08 - -
NBI Bond A - 6.68 - -
NBI Corporate Bond A - 5.96 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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