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Nbi Balanced Portfolio Investors (0P0001B386)

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13.820 +0.060    +0.44%
29/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 5.68B
Type:  Fund
Market:  Canada
Issuer:  National Bank Investments Inc
Asset Class:  Other
NBI Balanced Portfolio Investors 13.820 +0.060 +0.44%

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. (ISIN: )
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Rating
1-Year Change12.08%
Prev. Close13.76
Risk Rating
TTM Yield0.14%
ROE26.38%
IssuerNational Bank Investments Inc
Turnover4.33%
ROA11.13%
Inception DateMay 19, 2017
Total Assets5.68B
ExpensesN/A
Min. Investment500
Market Cap104.23B
CategoryGlobal Neutral Balanced
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1096 1012 1192 1096 1350 -
Fund Return 9.62% 1.2% 19.22% 3.11% 6.19% -
Place in category 1190 1436 941 809 364 -
% in Category 78 90 64 63 31 -

Top Other Funds by National Bank Investments Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  NBI Moderate Portfolio Investors 3.51B 7.95 2.07 -
  Meritage Balanced Investment Portfo 404.86M 9.90 2.89 5.35
  Meritage Growth Investment Portfoli 279.22M 11.39 3.82 6.38
  Meritage Balanced Income Portfolio 183.29M 10.01 3.43 5.19
  Meritage Growth Income Portfolio 88.84M 10.31 3.48 4.97

Top Funds for Global Neutral Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Bal Port Sr T5 59.2B 11.98 3.43 5.81
  RBC Sel Bal Port Sr F CAD 59.2B 12.90 4.44 6.85
  RBC Sel Bal Port Sr A CDA 59.2B 11.98 3.42 5.80
  Fidelity Global Balanced Portf F5 16.87B 15.77 6.00 7.55
  Fidelity Global Balanced Portf F8 43.28M 15.76 5.99 7.54

Top Holdings

Name ISIN Weight % Last Change %
NBI US Equity Priv Ptf F CAD - 13.00 - -
NBI Tactical Asset Allocation F - 10.08 - -
NBI Sustainable Canadian Bond ETF - 8.03 - -
NBI Bond F - 6.69 - -
NBI Corporate Bond F - 5.99 - -

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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