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Rbc Select Balanced Portfolio T5 (0P0000X21G)

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25.482 -0.120    -0.49%
15/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  RBC Global Asset Management Inc.
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 58.07B
RBC Select Balanced Portfolio Series T5 25.482 -0.120 -0.49%

0P0000X21G Overview

 
Find basic information about the Rbc Select Balanced Portfolio T5 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 0P0000X21G MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change11.82%
Prev. Close25.606
Risk Rating
TTM Yield4%
ROE24.13%
IssuerRBC Global Asset Management Inc.
Turnover2.24%
ROA9.82%
Inception DateSep 24, 2012
Total Assets58.07B
ExpensesN/A
Min. Investment500
Market Cap116.34B
CategoryGlobal Neutral Balanced
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Rbc Select Balanced Portfolio T5 Analysis


Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1120 1021 1216 1106 1340 1758
Fund Return 11.98% 2.1% 21.58% 3.43% 6.03% 5.81%
Place in category 546 727 421 706 415 234
% in Category 37 48 30 55 36 37

Top Other Funds by RBC Global Asset Management Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Bal Port Sr F CAD 58.07B 12.90 4.44 6.85
  RBC Sel Bal Port Sr A CDA 58.07B 11.98 3.42 5.80
  RBC Sel Conservative Port Sr F CAD 39.16B 9.38 3.29 5.32
  RBC Balanced Sr D 4.74B 11.77 4.16 5.96
  RBC Balanced Sr F 4.74B 11.99 4.43 6.25

Top Funds for Global Neutral Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Bal Port Sr F CAD 58.07B 12.90 4.44 6.85
  RBC Sel Bal Port Sr A CDA 58.07B 11.98 3.42 5.80
  Fidelity Global Balanced Portf F5 16.87B 15.77 6.00 7.55
  Fidelity Global Balanced Portf F8 16.87B 15.76 5.99 7.54
  Fidelity Global Balanced Portf F 16.87B 15.77 6.01 7.55

Top Holdings

Name ISIN Weight % Last Change %
RBC Bond Fund O - 15.45 - -
RBC Global Corporate Bond Fund O - 7.65 - -
RBC QUBE U.S. Equity O - 6.22 - -
PH&N US Multi-Style All-Cap Equity Fd O - 5.74 - -
RBC Private Canadian Equity Pool O - 4.06 - -

Technical Summary

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