tiprankstipranks

TSE:HBAL Price & Analysis

Compare

HBAL ETF Chart & Stats

ETF Overview

Horizons Balanced TRI ETF Portfolio

The Horizons Balanced TRI ETF Portfolio (TSE:HBAL) is a dynamic investment vehicle designed for those seeking a harmonious blend of income generation and capital appreciation. As an asset allocation ETF, HBAL strategically navigates the complex financial landscape to deliver a balanced target outcome, making it a compelling choice for investors who value stability and growth in equal measure. This ETF stands out within the niche of Income & Capital Appreciation by employing a sophisticated approach to asset distribution, marrying a diversified mix of equities and fixed income securities. Its objective is to provide a seamless balance between risk and return, tailored to cater to investors aiming for a comprehensive growth strategy without compromising steady income. With its unique focus on target outcome, the Horizons Balanced TRI ETF Portfolio is meticulously crafted to meet the evolving needs of modern investors. It leverages the Total Return Index (TRI) methodology, which reinvests dividends and interest income, thus optimizing the overall return potential. This aspect not only enhances the growth trajectory but also ensures a tax-efficient strategy, appealing to those mindful of maximizing after-tax returns. In essence, HBAL offers a robust solution for investors who desire a well-rounded investment portfolio that adapts to market fluctuations while maintaining a clear path towards financial goals. Whether you are a seasoned investor or new to the investment world, the Horizons Balanced TRI ETF Portfolio provides a balanced, sophisticated approach to achieving both income and capital growth.
Asset Class
Asset Allocation
Region
Global
Issuer
Global X
Index Tracked
No Underlying Index
Ticker Symbol
TSE:HBAL

Horizons Balanced TRI ETF Portfolio (HBAL) Fund Flow Chart

Horizons Balanced TRI ETF Portfolio (HBAL) 1 year Net Flows: -C$23K

HBAL ETF FAQ

What was TSE:HBAL’s price range in the past 12 months?
TSE:HBAL lowest ETF price was C$13.94 and its highest was C$16.29 in the past 12 months.
    What is the AUM of TSE:HBAL?
    As of Jan 30, 2025 The AUM of TSE:HBAL is 155.88M.
      Is TSE:HBAL overvalued?
      According to Wall Street analysts TSE:HBAL’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
        Does TSE:HBAL pay dividends?
        TSE:HBAL does not currently pay dividends.
        How many shares outstanding does TSE:HBAL have?
        Currently, no data Available
        Which hedge fund is a major shareholder of TSE:HBAL?
        Currently, no hedge funds are holding shares in TSE:HBAL

        Top 10 Holdings

        Name
        Weight %
        Horizon Cdn SlctUniv
        27.92%
        Global X S&P 500 Index ETF Trust Unit A
        21.37%
        EAFX
        Global X MSCI EAFE Index ETF Trust Units A
        14.86%
        Horizn US7-10TreasBd
        12.23%
        Horizons S&P/TSX 60 Index ETF
        11.90%
        EMMX
        Global X MSCI Emerging Markets Index ETF Trust Units A
        4.57%
        Global X Nasdaq-100 Index ETF Trust Unit A
        4.36%
        RSSX
        Global X Russell 2000 Index ETF
        2.72%
        USD_CASH
        Canadian Dollar
        0.06%
        Total100.00%
        See All Holdings
        Popular ETFs
        What am I Missing?
        Make informed decisions based on Top Analysts' activity
        Know what industry insiders are buying
        Get actionable alerts from top Wall Street Analysts
        Find out before anyone else which stock is going to shoot up
        Get powerful stock screeners & detailed portfolio analysis