iShares Core Balanced ETF Portfolio (XBAL.TO)
33.36
-0.10
(-0.30%)
CAD |
TSX |
Dec 31, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.20% | 0.06% | 2.611B | 72723.63 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | 6.69% | 632.37M | Upgrade |
Basic Info
| Investment Strategy | |
| The ETF seeks to provide long-term capital growth and income by investing primarily in one or more ETFs managed by BlackRock or an affiliate (iShares ETFs) that provide exposure to equity and/or fixed income securities. The ETF will invest in iShares ETFs that are generally expected to employ indexing strategies that provide exposure to broad-based equity and fixed income markets. The ETF will be managed in accordance with a long-term strategic asset allocation of approximately 60% equity exposure and approximately 40% fixed income exposure. The ETF will employ a currency hedging strategy that seeks to hedge its exposure to U.S. dollars or other foreign currencies within the non-Canadian fixed income asset class. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset CAD Balanced - Global |
| Peer Group | Global Neutral Balanced |
| Global Macro | -- |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BlackRock |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of January 01, 2026.
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.49% |
| Stock | 61.07% |
| Bond | 38.11% |
| Convertible | 0.00% |
| Preferred | 0.09% |
| Other | 0.23% |
Basic Info
| Investment Strategy | |
| The ETF seeks to provide long-term capital growth and income by investing primarily in one or more ETFs managed by BlackRock or an affiliate (iShares ETFs) that provide exposure to equity and/or fixed income securities. The ETF will invest in iShares ETFs that are generally expected to employ indexing strategies that provide exposure to broad-based equity and fixed income markets. The ETF will be managed in accordance with a long-term strategic asset allocation of approximately 60% equity exposure and approximately 40% fixed income exposure. The ETF will employ a currency hedging strategy that seeks to hedge its exposure to U.S. dollars or other foreign currencies within the non-Canadian fixed income asset class. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset CAD Balanced - Global |
| Peer Group | Global Neutral Balanced |
| Global Macro | -- |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BlackRock |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |