iShares Core Balanced ETF Portfolio (XBAL.TO) — ETF Analysis on Winston

Key Facts

• Issuer: IShares
• Category: Multi-Asset
• Asset Class: Multi-Asset
• Price: $35.96
• Expense Ratio: 19.00%
• Assets Under Management: $3.4B
• Number of Holdings: 8
• Inception Date: 2007-06-21
• Currency: CAD

Winston Score

iShares Core Balanced ETF Portfolio has a Winston Score of 76 out of 100.

Performance

• 1-Year Return: 12.27%
• 3-Year Return: 41.63%
• 5-Year Return: 30.53%

Top Holdings

APPLE INC (N/A%), NVIDIA CORP (N/A%), MICROSOFT CORP (N/A%), ROYAL BANK OF CANADA (N/A%), AMAZON.COM INC (N/A%)

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)