Instrument Name RBC Select Balanced Portfolio Series A - NL (Instrument Exchange CADFUNDS: Instrument Symbol RBF460.CF) Underlying Index: Inception Return (1/30/2017) 7.60 %: Day High/Low - / - YTD Return 1.09 %: 52Week High/Low: $30.02 / $27.25 BMO S&P 500 Index ETF (ZSP) US Equity: Exchange Traded Fund: United States: 12.22%: BMO Aggregate Bond Index ETF (ZAG) Domestic Bonds: Fixed Income: Canada: 10.82%: BMO MSCI EAFE Index ETF (ZEA) International Equity: Exchange Traded Fund: Multi-National: 9.22%: BMO Global Growth & Income Fund Advisor Series: International Equity: Mutual Fund: Multi-National: 5.55% BMO Long-Term US Treasury Bond Index ETF (ZTL) Foreign Bonds: Fixed Income: United States: 8.40%: iShares Barclays Short Treasury Bond ETF: Cash and Equivalents: Cash and Cash Equivalent: United States: 6.71%: VanEck Vectors JPM EM Local Curr Bond ETF (EMLC) Foreign Bonds: Fixed Income: Multi-National: 5.92%: BMO Equal Weight Global Gold Index ETF (ZGD) International Equity To provide capital appreciation by investing in a diversified portfolio of global timber companies operating in the plantation and management of forests and the processing, production and distribution of timber and related wood products. Compare to a Fundata Prospectus Risk Index. Hide Low Remove item from list. Hide Low to Medium Remove item from list. Hide Medium Remove item from Global Equity Balanced Share Class Commission Based Advice Fund Codes TDB2762(BE), TDB2761(FE), TDB2763(LL) FUNDGRADE More info on Fundata's FUNDGRADE ratings Investment Strategy. This segregated fund, through investments in other funds, invests primarily in Canadian and foreign equities but includes fixed-income securities. It targets an asset mix of 40 per cent fixed income and 60 per cent equities.
24 Jan 2020 TD U.S. Monthly Income Fund - C$* Global Neutral Balanced 899 1/31/2014 12/31/2019 --- TD Dow Jones Industrial AverageSM Index U.S. Winner of a FundGrade A+® Award in 2019 at Fundata's annual Evening of Excellence, Fixed Income Balanced funds category, competing against 355 other funds. 25% S&P/TSX Composite Index; 10% MSCI World (in CA$); 64% DEX short and Impact Balanced Fund · Mackenzie Global Environmental Equity Fund.
24 Jan 2020 "We are honoured that Fundata chose to recognize so many BMO BMO Global Infrastructure Index ETF (ZGI) Global Neutral Balanced. 899. 29 Feb 2020 Desjardins Global Balanced Strategic Income Fund seeks to provide regular income and 40% Bloomberg Barclays Global Aggregate Corporate Bond Index (CAD Financial information provided by Fundata Canada Inc. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade 24 Jan 2020 TD U.S. Monthly Income Fund - C$* Global Neutral Balanced 899 1/31/2014 12/31/2019 --- TD Dow Jones Industrial AverageSM Index U.S. Winner of a FundGrade A+® Award in 2019 at Fundata's annual Evening of Excellence, Fixed Income Balanced funds category, competing against 355 other funds. 25% S&P/TSX Composite Index; 10% MSCI World (in CA$); 64% DEX short and Impact Balanced Fund · Mackenzie Global Environmental Equity Fund. 27 Jan 2016 Benchmark index: Dow Jones Global TR Index (C$), Five-year return: 14.11 Benchmark index: Fundata Canadian Balanced Index, Five-year FTSE Global All Cap ex Canada Index ETF Balanced ETF Portfolio Vanguard Global Balanced Fund (VIC 100), Vanguard Global Dividend Fund ( VIC 200),
CI Global High Dividend Advantage Fund Class I: 7.88%: Signature Corporate Bond Fund Class I: 6.72%: Signature Global Bond Fund Class I: 6.46%: Cambridge Bond Fund Class I: 5.18%: CI Investment Grade Bond Fund Class I: 5.13%: Signature Dividend Corporate Class I: 4.55%: Signature Global Dividend Corporate Class I: 4.45%: Cambridge Global Dividend Fund Class I: 4.19% Legend. Dynamic Dividend Income Class Series A. Fundata Global Balanced Index. Compare to Favourites BMO Discount Bond Index ETF (ZDB) 25.41%: BMO S&P 500 Index ETF (ZSP) 15.77%: BMO S&P/TSX Capped Composite Index ETF (ZCN) 14.48%: BMO MSCI EAFE Index ETF (ZEA) 11.78%: BMO Mid-Term U.S. IG Corp Bond Hedged to CAD (ZMU) 8.52%: BMO MSCI Emerging Markets Index ETF (ZEM) 5.44%: BMO Long Federal Bond Index ETF (ZFL) 3.30%: BMO US Dividend ETF (ZDY) 3.20% BMO Long Corporate Bond Index ETF (ZLC) 9.98%: BMO Discount Bond Index ETF (ZDB) 9.80%: BMO Mid Corporate Bond Index ETF (ZCM) 9.79%: Charter Communications Inc: 5.15%: Microsoft Corp: 5.13%: MasterCard Inc: 4.86%: Qualcomm Inc: 4.84%: Target Corp: 4.72%: Vanguard Utilities ETF: 3.56%: BMO Low Volatility US Equity ETF (ZLU) 3.52% Consider this fund if: Simple, all-in-one investment solution that saves you valuable time, Diversified portfolio of mutual funds and ETFs, Portfolio that targets a potential maximum return for a given level of risk, Professional portfolio management with ongoing monitoring, It can be used as a core holding in your portfolio, Lower cost structure than other portfolio solutions
BMO Discount Bond Index ETF (ZDB) 25.41%: BMO S&P 500 Index ETF (ZSP) 15.77%: BMO S&P/TSX Capped Composite Index ETF (ZCN) 14.48%: BMO MSCI EAFE Index ETF (ZEA) 11.78%: BMO Mid-Term U.S. IG Corp Bond Hedged to CAD (ZMU) 8.52%: BMO MSCI Emerging Markets Index ETF (ZEM) 5.44%: BMO Long Federal Bond Index ETF (ZFL) 3.30%: BMO US Dividend ETF (ZDY) 3.20% BMO Long Corporate Bond Index ETF (ZLC) 9.98%: BMO Discount Bond Index ETF (ZDB) 9.80%: BMO Mid Corporate Bond Index ETF (ZCM) 9.79%: Charter Communications Inc: 5.15%: Microsoft Corp: 5.13%: MasterCard Inc: 4.86%: Qualcomm Inc: 4.84%: Target Corp: 4.72%: Vanguard Utilities ETF: 3.56%: BMO Low Volatility US Equity ETF (ZLU) 3.52% Consider this fund if: Simple, all-in-one investment solution that saves you valuable time, Diversified portfolio of mutual funds and ETFs, Portfolio that targets a potential maximum return for a given level of risk, Professional portfolio management with ongoing monitoring, It can be used as a core holding in your portfolio, Lower cost structure than other portfolio solutions