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Nbi Growth Portfolio Investors (0P0001B38G)

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15.570 -0.010    -0.06%
24/01 - Delayed Data. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  National Bank Investments Inc
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.31B
NBI Growth Portfolio Investors 15.570 -0.010 -0.06%

Nbi Growth Portfolio Investors Overview

 
Find basic information about the Nbi Growth Portfolio Investors 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 0P0001B38G 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 Change16.02%
Prev. Close15.58
Risk Rating
TTM Yield0%
ROE26.73%
IssuerNational Bank Investments Inc
Turnover4.02%
ROA11.51%
Inception DateMay 19, 2017
Total Assets2.31B
ExpensesN/A
Min. Investment500
Market Cap115.07B
CategoryGlobal Equity Balanced
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1143 1015 1143 1133 1457 -
Fund Return 14.25% 1.54% 14.25% 4.24% 7.81% -
Place in category 927 887 927 609 256 -
% in Category 77 71 77 58 28 -

Top Equity Funds by National Bank Investments Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  NBI US Equity Fund A 2.21B 18.80 7.42 13.90
  NBI US Equity Fund F 2.21B 20.27 8.76 15.37
  NBI Global Equity Fund A 1.5B 19.61 5.73 11.75
  NBI Global Equity Fund F 1.5B 21.32 7.31 13.44
  NBI Equity Portfolio Investors 1.07B 17.40 5.63 -

Top Funds for Global Equity Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Gr Port Sr F CAD 18.38B 17.46 5.01 7.85
  RBC Sel Gr Port Sr T5 18.38B 16.29 3.96 6.75
  RBC Sel Gr Port Sr A CAD 18.38B 16.28 3.95 6.76
  EdgePoint Glbl Gr Inc Pt non HST A 10.34B 8.55 4.90 6.98
  EdgePoint Glbl Gr Inc Pt non HST F 10.34B 9.71 6.02 8.11

Top Holdings

Name ISIN Weight % Last Change %
NBI US Equity Priv Ptf F CAD - 18.02 - -
NBI Tactical Asset Allocation F - 10.14 - -
NBI Diversified Emerging Mkts Eq Ser F - 7.39 - -
NBI Canadian Equity A - 7.11 - -
NBI Canadian Equity Growth F - 6.99 - -

Technical Summary

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