Breaking News
Start for Free 0
🎈 Up Big Today: Find today's biggest gainers (some over 50%!) with our free screener
Try Stock Screener
Close

Meritage Moderate Investment Portfolio F (0P000077N9)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
14.530 +0.030    +0.21%
04/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 123.7M
Type:  Fund
Market:  Canada
Issuer:  National Bank Investments Inc
Asset Class:  Bond
Meritage Moderate Investment Portfolio F 14.530 +0.030 +0.21%

0P000077N9 Overview

 
Find basic information about the Meritage Moderate Investment Portfolio F 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 0P000077N9 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change11.71%
Prev. Close14.5
Risk Rating
TTM Yield2.33%
ROE19.50%
IssuerNational Bank Investments Inc
Turnover0.14%
ROA7.05%
Inception DateSep 25, 2006
Total Assets123.7M
ExpensesN/A
Min. Investment500
Market Cap60.15B
CategoryCanadian Fixed Income Balanced
What is your sentiment on Meritage Moderate Investment Portfolio F?
or
Market is currently closed. Voting is open during market hours.

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1086 1057 1175 1081 1223 1555
Fund Return 8.61% 5.69% 17.54% 2.64% 4.1% 4.51%
Place in category 112 43 33 132 62 23
% in Category 32 12 13 42 23 9

Top Bond Funds by National Bank Investments Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  NBI Conservative Portfolio Investor 3.05B 7.25 1.54 -
  NBI Corporate Bond Fund F 1.18B 5.93 1.07 2.57
  NBI Secure Portfolio Investors 653.9M 6.25 0.81 -
  Meritage Moderate Invest Portfo 123.7M 7.75 1.63 3.53
  NBI Jarislowsky Fraser Select Inc E 122.91M 7.06 2.51 3.72

Top Funds for Canadian Fixed Income Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Very Conserv Port Sr F CAD 12.96B 7.51 2.17 4.10
  Compass Conserv Balanced Portf F1 6.11B 9.13 4.05 5.97
  Compass Conservative Balanced Portf 6.11B 8.34 3.08 4.99
  TD Mgd Income Portfolio P 4.69B 7.71 1.03 3.22
  TD Mgd Income Portfolio I 4.69B 7.53 0.77 2.94

Top Holdings

Name ISIN Weight % Last Change %
CI Canadian Bond Class A - 26.17 - -
TD Canadian Core Plus Bond - F - 26.17 - -
Leith Wheeler Canadian Equity Series A - 7.71 - -
Beutel Goodman Canadian Equity - 7.69 - -
Manulife Strategic Income A SG9999007272 6.02 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P000077N9 Comments

Write your thoughts about Meritage Moderate Investment Portfolio F
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email