CIBC Sustainable Balanced Growth Solution ETFCBOE Canada:CSBG
- LAST PRICE22.30
- TODAY'S CHANGE (%)0.05 (0.22%)
- Bid / Lots22.21/ 1
- Ask / Lots22.37/ 1
- Open / Previous Close--- / 22.25
- Day Range
- 52 Week Range
- Volume---
- Overall Morningstar Rating2 out of 5 Starsout of 2520 funds
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| Company | Country | Symbol |
|---|
| US Equity | 40.7% |
|---|---|
| Fixed Income | 23.5% |
| CDN Equity | 17.7% |
| Int'l Equity | 14.6% |
| Cash | 2.5% |
| Other | 1.0% |
| Technology | 18.1% |
|---|---|
| Financial Serv.s | 14.1% |
| Healthcare | 9.1% |
| Industrials | 8.7% |
| Consumer Cyclical | 5.8% |
| Consumer Defensive | 5.8% |
| Basic Mat. | 5.4% |
| Communication Services | 5.3% |
| Real Estate | 0.4% |
| Utilities | 0.4% |
| Energy | 0 |
| United States | 55.7% |
|---|---|
| Canada | 24.3% |
| Europe | 8.8% |
| Asia/Oceania | 2.8% |
| Africa | 0 |
| Latin America | 0 |
Reports
- ManagedInvestmentETF11/10/24
Morningstar ETF Report
The Morningstar ETF Report offers in-depth analyst research on exchange-traded funds to help you evaluate these investments and how they fit within a portfolio.
Morningstar Ratings
| Time Horizon | Star Rating |
|---|---|
| Overall Rating | 2 out of 5 Stars |
| 3 Year Rating | 2 out of 5 Stars |
| 5 Year Rating | Not Rated |
| 10 Year Rating | Not Rated |
Past performance is no guarantee of future results. The ratings reflect historical risk-adjusted performance, and the overall rating is derived from a weight average of the fund's 3, 5, and 10 year (Morningstar Rating) metrics.
Style Box is calculated only using the long position holdings of the portfolio.
Best Fit Index | FTSE Canada Universe Bond |
|---|---|
Category | |
Sponsor | CIBC Asset Management Inc |
Inception | June 18, 2021 |
The Fund aims to achieve a combination of long-term capital growth and some income by investing primarily in Canadian, U.S. and international equities and fixed income securities, either directly or indirectly through investment in other mutual funds and exchange-traded funds and to follow a socially responsible approach to investing.
| Total Net Assets | $1.3M |
|---|---|
| Shares Out. | 60.0K |
| Net Asset Value (NAV) | $22.27 |
| Prem/Discount to NAV | -8.18% |
| P/E Ratio | 26.6 |
| Dividend Yield | 1.13% |
| Dividend per Share | --- |
| Ex-Dividend Date | --- |
| Dividend Payment Date | --- |
| Beta | --- |
| Morningstar Investment Style | Global Equity Balanced |
| Equity Style | Large Cap Growth |
| Credit Quality / Duration | Long Duration/Medium Quality |
| Actual Management Fee | 0.75% |
|---|---|
| Actual Mgmt. Expense Ratio (MER) | 0.91% |