Breaking News
Get 55% Off 0
🥇 First rule of investing? Know when to save! Up to 55% off InvestingPro before BLACK FRIDAY
CLAIM SALE
Close

Meritage Balanced Income Portfolio F (0P000077MX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
8.000 +0.040    +0.50%
07/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 182.53M
Type:  Fund
Market:  Canada
Issuer:  National Bank Investments Inc
Asset Class:  Other
Meritage Balanced Income Portfolio F 8.000 +0.040 +0.50%

0P000077MX Overview

 
Find basic information about the Meritage Balanced Income Portfolio F 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 0P000077MX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change13.39%
Prev. Close7.96
Risk Rating
TTM Yield2.16%
ROE18.35%
IssuerNational Bank Investments Inc
Turnover0.29%
ROA5.45%
Inception DateSep 25, 2006
Total Assets182.53M
ExpensesN/A
Min. Investment500
Market Cap77.38B
CategoryCanadian Neutral Balanced
What is your sentiment on Meritage Balanced Income Portfolio F?
or
Market is currently closed. Voting is open during market hours.

Meritage Balanced Income Portfolio F Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1100 1026 1207 1107 1287 1658
Fund Return 10.01% 2.64% 20.73% 3.43% 5.17% 5.19%
Place in category - - - - - -
% in Category - - - - - -

Top Other Funds by National Bank Investments Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  NBI Balanced Portfolio Investors 5.61B 9.62 3.11 -
  NBI Moderate Portfolio Investors 3.46B 7.95 2.07 -
  Meritage Balanced Investment Portfo 402.34M 9.90 2.89 5.35
  Meritage Growth Investment Portfoli 276.66M 11.39 3.82 6.38
  Meritage Growth Income Portfolio F 87.59M 11.50 4.69 6.16

Top Funds for Canadian Neutral Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Manulife Mon High incm Fd Sr FT6 9.05B 15.42 5.40 6.80
  Manulife Mon High incm Fd Sr B 9.05B 14.26 4.15 5.53
  Manulife Mon High incm Fd Sr T6 9.05B 14.23 4.11 5.49
  Manulife Mon High incm Fd Sr F 9.05B 15.44 5.43 6.82
  Manulife Mon High incm Fd Sr Adv 9.05B 14.35 4.24 5.73

Top Holdings

Name ISIN Weight % Last Change %
TD Canadian Core Plus Bond - F - 19.91 - -
CI Canadian Bond Class A - 19.81 - -
RBC Canadian Dividend Fund A - 15.14 - -
Beutel Goodman Canadian Dividend Fund - 10.17 - -
BMO Dividend Series I - 10.05 - -

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
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P000077MX Comments

Write your thoughts about Meritage Balanced Income Portfolio F
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email