• Fund Type: Fund of Funds
  • Objective: Dynamic Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: Canada

CIBC Managed Balanced Growth Portfolio

+ Add to Watchlist

CIBCMBGR:CN

12.43 CAD 1.02 7.59%

As of 07:59:30 ET on 12/19/2014.

Snapshot for CIBC Managed Balanced Growth Portfolio (CIBCMBGR)

Year To Date: +6.93% 3-Month: +0.56% 3-Year: +11.34% 52-Week Range: 1.08 - 13.56
1-Month: +0.19% 1-Year: +8.52% 5-Year: +7.26% Beta vs SPTSX: 0.69

Mutual Fund Chart for CIBCMBGR

No chart data available.
  • CIBCMBGR:CN 12.43
  • 1M
  • 1Y
Interactive CIBCMBGR Chart

Previous Close

No chart data available.
Interactive Chart
  • 1W
  • 1M
  • YTD
  • 1Y
  • 3Y
  • 5Y
Close:
Open:
High:
Low:
Volume:
Recently Viewed Symbols
Save as Watchlist
Saving as watchlist...

Fund Profile & Information for CIBCMBGR

CIBC Managed Balanced Growth Portfolio is an open-end fund incorporated in Canada. The Fund seeks long-term capital growth with a secondary focus on income generation. The Fund invests in CIBC Mutual Funds including savings, income and growth funds. The portfolio allocates its investments across a balanced blend of asset classes.

Inception Date: 02-01-2002 Telephone: 1-416-980-3863
Managers: KARL GAUVIN
Web Site: www.cibc.com

Fundamentals for CIBCMBGR

NAV (on 2014-12-19) 12.43
Assets (M) (on 2014-11-28) 1,263.20
Fund Leveraged N
Minimum Investment 500.00
Minimum Subsequent Investment 25.00

Dividends for CIBCMBGR

Dividend Type Omitted
Dividend Frequency Quarter
Last Dividend Net -
Dividend Yield (ttm) -

Fees & Expenses for CIBCMBGR

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 2.15
Redemption Fee 2.00
12b1 Fee -
Expense Ratio 2.46

Top Fund Holdings for CIBCMBGR

Filing Date: 07/31/2014
Name Position Value % of Total
CIBC Global Monthly Income Fun 10,413,112 135,046,823 11.108%
CIBC Canadian Equity Value Fun 9,146,814 125,333,671 10.309%
CIBC U.S. Broad Market Index F 5,984,730 111,275,886 9.153%
CIBC Canadian Index Fund 6,451,109 87,086,100 7.163%
CIBC European Equity Fund 4,532,273 72,967,509 6.002%
CIBC Canadian Short-Term Bond 6,236,619 61,606,799 5.067%
CIBC Asia Pacific Fund 3,367,374 51,150,755 4.207%
CIBC Emerging Markets Fund 5,247,270 50,482,987 4.152%
CIBC US Small Companies Fund 2,284,926 49,106,397 4.039%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

Sponsored Link
Advertisement
Advertisement
Sponsored Links
Advertisements
sec ||= nil