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Cibc Managed Balanced Portfolio - Class T4 (0P0000MOX7)

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6.948 -0.010    -0.16%
17/12 - Closed. Currency in USD
Type:  Fund
Market:  Canada
Issuer:  Canadian Imperial Bank of Commerce
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 205.71M
CIBC Managed Balanced Portfolio - Class T4 6.948 -0.010 -0.16%

Cibc Managed Balanced Portfolio - Class T4 Overview

 
Find basic information about the Cibc Managed Balanced Portfolio - Class T4 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 0P0000MOX7 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 Change9.21%
Prev. Close6.959
Risk Rating
TTM Yield3.60%
ROE22.99%
IssuerCanadian Imperial Bank of Commerce
Turnover6.90%
ROA9.74%
Inception DateNov 02, 2009
Total Assets205.71M
ExpensesN/A
Min. Investment500
Market Cap100.68B
CategoryGlobal Neutral Balanced
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1124 1034 1164 1135 1319 1619
Fund Return 12.42% 3.38% 16.36% 4.31% 5.69% 4.94%
Place in category 130 91 288 88 282 101
% in Category 10 6 20 7 25 16

Top Other Funds by CIBC Asset Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  CIBC Managed Balanced Portfolio T8 205.71M 12.55 4.43 4.99
  CIBC Managed Balanced Portfolio T6 205.71M 12.52 4.36 4.92
  CIBC Managed Balanced Portfolio U$ 205.71M 12.46 4.34 4.94

Top Funds for Global Neutral Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Bal Port Sr F 59.48B 16.33 5.33 6.96
  RBC Sel Bal Port Sr A 59.48B 15.29 4.31 5.91
  CI Signature Glbl Incm Grwth A 9.81B 15.24 3.63 6.40
  CI Signature Glbl Incm Grwth F 9.81B 16.41 4.79 7.61
  Fidelity Global Bal Cl Port Sr F5 5.5B 19.59 6.91 7.65

Top Holdings

Name ISIN Weight % Last Change %
CIBC US Equity - 14.23 - -
CIBC Canadian Bond - 13.83 - -
CIBC U.S. Index Cl O - 8.36 - -
CIBC Canadian Equity Value Cl O - 8.25 - -
Renaissance Canadian Growth Class O - 8.24 - -

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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