Breaking News
Get 50% Off 0
🏄 Grow your portfolio even on vacation with InvestingPro | Summer Sale 50% OFF
CLAIM SALE
Close

Cibc Balanced Index (0P000070BP)

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
 
22.089 +0.145    +0.66%
22/08 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 4.3B
CIBC Balanced Index 22.089 +0.145 +0.66%

0P000070BP Holdings

 
Comprehensive information about top holdings and Key Holding Information for the CIBC Balanced Index (0P000070BP) fund. Our CIBC Balanced Index portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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

Name  Net %  Long %  Short %
Cash 7.970 8.050 0.080
Shares 56.750 56.750 0.000
Bonds 35.250 35.250 0.000
Convertible 0.030 0.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.282 18.100
Price to Book 2.187 2.494
Price to Sales 1.941 2.041
Price to Cash Flow 9.926 10.787
Dividend Yield 2.753 2.400
5 Years Earnings Growth 9.553 9.574

Sector Allocation

Name  Net % Category Average
Financial Services 26.790 26.277
Technology 14.980 14.010
Industrials 11.650 14.231
Energy 11.490 9.126
Basic Materials 9.590 8.002
Consumer Cyclical 6.290 7.454
Consumer Defensive 5.000 6.700
Communication Services 4.500 5.236
Healthcare 4.270 4.159
Utilities 3.380 3.064
Real Estate 2.060 2.713

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 1,454

Number of short holdings: 1

Name ISIN Weight % Last Change %
  iShares MSCI EAFE US4642874659 6.93 93.23 +1.50%
  RBC CA7800871021 2.28 137.88 +1.23%
  Shopify Inc CA82509L1076 1.54 142.11 +3.97%
  Toronto Dominion Bank CA8911605092 1.49 102.88 +0.42%
  Enbridge CA29250N1050 1.35 47.97 +0.06%
Canada Housing Trust No.1 3.5% - 1.30 - -
Canada Housing Trust No.1 1.9% - 1.16 - -
United States S&P 500 Mini Index Future, June 2025 - 1.08 - -
  Brookfield CA11271J1075 1.02 65.93 +2.85%
  Constellation Software CA21037X1006 0.94 4,549.91 +2.52%

Top Bond Funds by CIBC Asset Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  CIBC Canadian Bond Premium Class 6.23B 0.62 2.91 1.76
  CIBC Balanced Index Premium Class 4.3B 5.93 10.11 6.50
  CIBC Global Bond 891.76M 0.84 -0.02 -0.03
  CIBC Canadian Bond Index Institutio 474.3M 0.71 2.67 1.56
  CIBC CANADIAN BOND INDEX Premium Cl 474.3M 0.61 2.49 1.40
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.

0P000070BP Comments

Write your thoughts about Cibc Balanced Index
 
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