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TSE:XBAL Price & Analysis

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XBAL ETF Chart & Stats

ETF Overview

iShares Core Balanced ETF Portfolio

The iShares Core Balanced ETF Portfolio (TSE:XBAL) is a meticulously crafted exchange-traded fund designed to offer investors a balanced approach to wealth management through strategic asset allocation. As part of the Asset Allocation category, XBAL is specifically focused on achieving Target Outcome, making it an ideal choice for those seeking the dual benefits of Income and Capital Appreciation. This ETF is tailored for investors who desire a harmonious blend of equity and fixed income exposure, striking an optimal balance that aims to enhance returns while mitigating risk. XBAL invests in a diverse mix of asset classes, providing a robust foundation for both income generation and potential growth. The fund's strategy is centered around delivering a steady stream of income while simultaneously capitalizing on market opportunities for capital gains, catering to those with a moderate risk appetite who seek a well-rounded investment portfolio. By incorporating a diversified selection of underlying iShares ETFs, XBAL ensures broad market exposure and efficient cost management. This positions the fund as a versatile investment vehicle suited for long-term financial objectives, whether it's building a retirement nest egg or achieving other financial milestones. With its focus on balanced asset allocation and targeted outcomes, iShares Core Balanced ETF Portfolio (XBAL) stands out as a compelling choice for prudent investors looking to navigate the complexities of today's financial landscape.
Asset Class
Asset Allocation
Region
Global
Issuer
iShares
Index Tracked
No Underlying Index
Ticker Symbol
TSE:XBAL

iShares Core Balanced ETF Portfolio (XBAL) Fund Flow Chart

iShares Core Balanced ETF Portfolio (XBAL) 1 year Net Flows: C$473M

XBAL ETF FAQ

What was TSE:XBAL’s price range in the past 12 months?
TSE:XBAL lowest ETF price was C$26.75 and its highest was C$31.12 in the past 12 months.
    What is the AUM of TSE:XBAL?
    As of Jan 29, 2025 The AUM of TSE:XBAL is 1.84B.
      Is TSE:XBAL overvalued?
      According to Wall Street analysts TSE:XBAL’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
        Does TSE:XBAL pay dividends?
        TSE:XBAL does not currently pay dividends.
        How many shares outstanding does TSE:XBAL have?
        Currently, no data Available
        Which hedge fund is a major shareholder of TSE:XBAL?
        Currently, no hedge funds are holding shares in TSE:XBAL

        Top 10 Holdings

        Name
        Weight %
        iShares Core S&P Total U.S. Stock Market ETF
        29.35%
        iShares Core Canadian Universe Bond Index ETF
        23.90%
        iShares Core S&P/TSX Capped Composite Index ETF
        15.63%
        iShr CorMSCIEAFE IMI
        14.41%
        iShr CoreCdnShMplBnd
        5.98%
        iShares Broad USD Investment Grade Corporate Bond ETF
        3.85%
        iShares U.S. Treasury Bond ETF
        3.84%
        iShr Core EmrgMktIMI
        2.97%
        USD_CASH
        Canadian Dollar
        0.07%
        Total100.00%
        See All Holdings
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