Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.85% 679.83M -- 41.74%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-57.49M 9.89% Upgrade Upgrade

Basic Info

Investment Strategy
The fundamental investment objective of this Fund is to provide regular income and long-term capital growth by investing primarily in high-quality Canadian fixed income securities including bonds mortgage-backed securities debentures and other fixed income securities either issued or guaranteed by the Government of Canada a province or municipality of Canada or Canadian corporations. We may only change the Funds fundamental investment objective with the approval of a majority of the votes cast at a meeting of the unitholders of the Fund held to consider the change.
General
Security Type Mutual Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond CAD
Peer Group Canadian Fixed Income
Global Macro Bond HC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name RBC
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

Net Fund Flows Versus Peer Group

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 94
-257.55M Peer Group Low
662.87M Peer Group High
1 Year
% Rank: 91
-57.49M
-1.349B Peer Group Low
2.554B Peer Group High
3 Months
% Rank: 95
-359.03M Peer Group Low
1.229B Peer Group High
3 Years
% Rank: 84
-2.768B Peer Group Low
5.606B Peer Group High
6 Months
% Rank: 94
-731.23M Peer Group Low
1.541B Peer Group High
5 Years
% Rank: 36
-7.442B Peer Group Low
9.032B Peer Group High
YTD
% Rank: 89
-1.057B Peer Group Low
2.392B Peer Group High
10 Years
% Rank: 16
-5.128B Peer Group Low
14.17B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
View Performance Versus Peer Group
Start Trial

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
0.05%
6.44%
8.46%
-2.82%
-12.70%
3.88%
4.31%
2.80%
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
0.95%
2.23%
3.53%
7.04%
-2.98%
-9.53%
4.87%
3.28%
1.31%
1.20%
5.43%
8.80%
-3.54%
-11.42%
8.33%
3.34%
0.02%
--
--
--
--
--
--
--
1.20%
--
--
--
-2.17%
-11.40%
7.74%
5.12%
0.42%
As of December 06, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (4-17-25) 4.84%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (12-31-24) 3.85%
Effective Duration --
Average Coupon 4.01%
Calculated Average Quality 1.701
Effective Maturity 11.42
Nominal Maturity 11.92
Number of Bond Holdings 9
As of December 31, 2024

Asset Allocation

As of December 31, 2024.
Type % Net
Cash 0.23%
Stock 0.00%
Bond 99.77%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Top 10 Holdings

Name % Weight Price % Change
CANADA HOUSING TRUST NO 1 3.45% 15-MAR-2035
15.03% -- --
CANADA (GOVERNMENT) 3.25% 01-JUN-2035
9.13% -- --
CANADA (GOVERNMENT) 1.5% 01-DEC-2031
9.07% -- --
ONTARIO, PROVINCE OF 2.9% 02-JUN-2049
8.47% -- --
CPPIB CAPITAL INC 4.3% 02-JUN-2034
7.41% -- --
RBC INDIGO MORTGAGE FUND INSTITUTIONAL
7.19% -- --
CANADA (GOVERNMENT) .015% 01-JUN-2031
6.61% -- --
CANADA (GOVERNMENT) 1.25% 01-JUN-2030
6.06% -- --
ONTARIO, PROVINCE OF 2.65% 02-DEC-2050
4.34% -- --
CPPIB CAPITAL INC 3.35% 02-DEC-2030
2.26% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product --
Available for RRSP Yes
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 500.00 None
Minimum Subsequent Investment 25.00 None

Basic Info

Investment Strategy
The fundamental investment objective of this Fund is to provide regular income and long-term capital growth by investing primarily in high-quality Canadian fixed income securities including bonds mortgage-backed securities debentures and other fixed income securities either issued or guaranteed by the Government of Canada a province or municipality of Canada or Canadian corporations. We may only change the Funds fundamental investment objective with the approval of a majority of the votes cast at a meeting of the unitholders of the Fund held to consider the change.
General
Security Type Mutual Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond CAD
Peer Group Canadian Fixed Income
Global Macro Bond HC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name RBC
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (4-17-25) 4.84%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (12-31-24) 3.85%
Effective Duration --
Average Coupon 4.01%
Calculated Average Quality 1.701
Effective Maturity 11.42
Nominal Maturity 11.92
Number of Bond Holdings 9
As of December 31, 2024

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 12/31/2024
Last Prospectus Date --
Share Classes
RBF11518 Commission-based Advice
RBF11519 Do-It-Yourself
RBF11523 Commission-based Advice
RBF11524 Institutional
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
View Top Portfolio Holders
Start Trial

Excel Add-In Codes

Name: =YCI("M:RBF11521.TO", "name")
Broad Asset Class: =YCI("M:RBF11521.TO", "broad_asset_class")
Broad Category: =YCI("M:RBF11521.TO", "broad_category_group")
Prospectus Objective: =YCI("M:RBF11521.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
View Excel Add-In Codes
Start Trial