Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.09% 276.99M 3.08% 40.08%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
27.22M 23.38%

Basic Info

Investment Strategy
The objective of the fund is to provide a longterm total return, consisting of capital growth and current income. The fund invests primarily in equity securities of companies outside of North America based on Strategy Indexing, an investment portfolio management model developed in 1995 by Jim OShaughnessy. Strategy Indexing is a rigorous and disciplined approach to stock selection based on characteristics associated with above average returns over long periods of time. Stocks, including American Depositary Receipts (ADRs), are bought and held over the course of each year, with no attempt to time the markets.
General
Security Type Mutual Fund
Equity Style Large Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global ex US
Peer Group International Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name RBC
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 19
-131.22M Peer Group Low
722.92M Peer Group High
1 Year
% Rank: 26
27.22M
-1.931B Peer Group Low
5.744B Peer Group High
3 Months
% Rank: 19
-322.29M Peer Group Low
2.123B Peer Group High
3 Years
% Rank: 56
-3.332B Peer Group Low
8.634B Peer Group High
6 Months
% Rank: 24
-625.87M Peer Group Low
3.460B Peer Group High
5 Years
% Rank: 75
-3.138B Peer Group Low
10.07B Peer Group High
YTD
% Rank: 18
-282.70M Peer Group Low
1.486B Peer Group High
10 Years
% Rank: 86
-3.484B Peer Group Low
13.20B 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
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
12.26%
-1.72%
12.59%
-7.60%
13.41%
16.54%
38.38%
0.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
-0.95%
21.73%
17.02%
8.08%
-12.72%
13.04%
11.54%
22.42%
-1.47%
--
--
--
--
--
--
24.12%
-2.56%
14.38%
4.60%
9.62%
-8.77%
15.12%
11.67%
24.67%
-2.55%
--
--
8.57%
-6.13%
15.41%
12.49%
20.17%
-3.20%
As of March 22, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (3-20-26) 2.04%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Stock
Weighted Average PE Ratio 21.85
Weighted Average Price to Sales Ratio 3.125
Weighted Average Price to Book Ratio 3.944
Weighted Median ROE 24.03%
Weighted Median ROA 6.47%
ROI (TTM) 12.13%
Return on Investment (TTM) 12.13%
Earning Yield 0.0591
LT Debt / Shareholders Equity 0.8110
Number of Equity Holdings 9
As of February 28, 2026

Growth Metrics

EPS Growth (1Y) 27.18%
EPS Growth (3Y) 14.13%
EPS Growth (5Y) 22.01%
Sales Growth (1Y) 4.64%
Sales Growth (3Y) 4.42%
Sales Growth (5Y) 5.67%
Sales per Share Growth (1Y) 6.48%
Sales per Share Growth (3Y) 6.32%
Operating Cash Flow - Growth Rate (3Y) 14.17%
As of February 28, 2026

Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.68%
Stock 97.18%
Bond 0.00%
Convertible 0.00%
Preferred 0.07%
Other 0.07%
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Top 10 Holdings

Name % Weight Price % Change
Sumitomo Electric Industries Ltd. 3.43% 62.58 0.00%
Roche Holding AG (DELISTED) 2.92% 432.80 7.42%
Hitachi Ltd. 2.70% 30.70 3.33%
Novartis AG 2.59% 150.19 0.00%
Enel SpA 2.58% 11.23 1.31%
NATIONAL BANK OF CANADA TIME/TERM DEPOSIT
2.54% -- --
ASML Holding NV 2.37% 1328.00 -3.42%
Mitsubishi Electric Corp. 2.08% 34.68 0.00%
BNP Paribas SA 1.92% 95.03 -1.36%
Banco Santander SA 1.82% 10.46 2.59%

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 No
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 objective of the fund is to provide a longterm total return, consisting of capital growth and current income. The fund invests primarily in equity securities of companies outside of North America based on Strategy Indexing, an investment portfolio management model developed in 1995 by Jim OShaughnessy. Strategy Indexing is a rigorous and disciplined approach to stock selection based on characteristics associated with above average returns over long periods of time. Stocks, including American Depositary Receipts (ADRs), are bought and held over the course of each year, with no attempt to time the markets.
General
Security Type Mutual Fund
Equity Style Large Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global ex US
Peer Group International Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name RBC
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (3-20-26) 2.04%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Stock
Weighted Average PE Ratio 21.85
Weighted Average Price to Sales Ratio 3.125
Weighted Average Price to Book Ratio 3.944
Weighted Median ROE 24.03%
Weighted Median ROA 6.47%
ROI (TTM) 12.13%
Return on Investment (TTM) 12.13%
Earning Yield 0.0591
LT Debt / Shareholders Equity 0.8110
Number of Equity Holdings 9
As of February 28, 2026

Growth Metrics

EPS Growth (1Y) 27.18%
EPS Growth (3Y) 14.13%
EPS Growth (5Y) 22.01%
Sales Growth (1Y) 4.64%
Sales Growth (3Y) 4.42%
Sales Growth (5Y) 5.67%
Sales per Share Growth (1Y) 6.48%
Sales per Share Growth (3Y) 6.32%
Operating Cash Flow - Growth Rate (3Y) 14.17%
As of February 28, 2026

Fund Details

Key Dates
Launch Date 1/17/2005
Share Classes
RBF1032 Do-It-Yourself
RBF169 Institutional
RBF586 Commission-based Advice
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:RBF639.TO", "name")
Broad Asset Class: =YCI("M:RBF639.TO", "broad_asset_class")
Broad Category: =YCI("M:RBF639.TO", "broad_category_group")
Prospectus Objective: =YCI("M:RBF639.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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