ISHARES CORE GROWTH ETF PORTFOLIO UNITSISHARES CORE GROWTH ETF PORTFOLIO UNITSISHARES CORE GROWTH ETF PORTFOLIO UNITS

ISHARES CORE GROWTH ETF PORTFOLIO UNITS

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Key stats


Assets under management (AUM)
‪2.71 B‬CAD
Fund flows (1Y)
‪580.06 M‬CAD
Dividend yield (indicated)
2.06%
Discount/Premium to NAV
0.7%

About ISHARES CORE GROWTH ETF PORTFOLIO UNITS


Issuer
Blackrock Finance, Inc.
Brand
iShares
Expense ratio
0.20%
Home page
Inception date
Jun 21, 2007
Index tracked
No Underlying Index
Management style
Active
The fund aims for long-term capital growth and income by holding a portfolio of iShares ETFs. These ETFs employ indexing strategies to provide exposure to broad-based global equity, and fixed income markets. Target allocation is approximately 80% equity and 20% fixed income. Although XGROs portfolio is not expected to deviate for more than a tenth of the target weights, the fund is permitted to change its long-term strategic asset allocation at the sole discretion of its fund manager/adviser, BlackRock Canada and/or BTC. In addition, XGRO also employs a currency hedging strategy within the non-Canadian fixed income asset class to hedge any exposure to USD or other foreign currencies back to the Canadian dollar. Portfolio rebalancing is also at the discretion of the fund manager.

Classification


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Capital appreciation
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Bonds, Cash & Other100.00%
ETF99.83%
Cash0.17%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
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Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.