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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- 0.17% 139.10M 358.83
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 260.07M Upgrade

Basic Info

Investment Strategy
The NBI Target 2030 Investment Grade Bond Funds investment objective is to provide current income and preserve capital over a predetermined time period. The fund invests, directly or indirectly through investments in securities of other mutual funds, in a portfolio comprised primarily of investment-grade bonds of North American companies with an effective maturity in 2030.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Short Term
Peer Group Global Corporate Fixed Income
Global Macro Bond Short Term
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name NATIONAL BANK INVESTMENTS
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
2.84%
As of December 16, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.11%
Stock 0.00%
Bond 99.14%
Convertible 0.00%
Preferred 0.00%
Other 0.75%
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Basic Info

Investment Strategy
The NBI Target 2030 Investment Grade Bond Funds investment objective is to provide current income and preserve capital over a predetermined time period. The fund invests, directly or indirectly through investments in securities of other mutual funds, in a portfolio comprised primarily of investment-grade bonds of North American companies with an effective maturity in 2030.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Short Term
Peer Group Global Corporate Fixed Income
Global Macro Bond Short Term
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name NATIONAL BANK INVESTMENTS
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

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