Meritage Tactical ETF Balanced Portfolio - ETF (NMBL.TO)
10.15
+0.04
(+0.40%)
CAD |
TSX |
May 22, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| -- | -0.00% | 228.94M | -- |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | 13.18% | 20.25M |
Basic Info
| Investment Strategy | |
| The Portfolios investment objectives are to achieve a combination of income and long-term capital appreciation by making tactical investments primarily in a diverse mix of exchange-traded funds (ETFs) that are fixed income funds and equity funds. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset CAD Flexible |
| Peer Group | Tactical Balanced |
| Global Macro | Mixed Asset HC Flexible |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | NATIONAL BANK INVESTMENTS |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of May 25, 2026.
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.15% |
| Stock | 59.38% |
| Bond | 37.77% |
| Convertible | 0.00% |
| Preferred | 0.32% |
| Other | 1.38% |
Basic Info
| Investment Strategy | |
| The Portfolios investment objectives are to achieve a combination of income and long-term capital appreciation by making tactical investments primarily in a diverse mix of exchange-traded funds (ETFs) that are fixed income funds and equity funds. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset CAD Flexible |
| Peer Group | Tactical Balanced |
| Global Macro | Mixed Asset HC Flexible |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | NATIONAL BANK INVESTMENTS |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |