YHD - Delayed Quote CAD

CWB Onyx Balanced Solution Series O (0P0001CL8E.TO)

11.35 0.00 (0.00%)
At close: June 28 at 6:07 PM EDT
Advanced Chart
Loading Chart for 0P0001CL8E.TO
DELL
  • Previous Close 11.35
  • YTD Return 6.58%
  • Expense Ratio 0.00%
  • Category Global Neutral Balanced
  • Last Cap Gain --
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets --
  • Beta (5Y Monthly) 0.65
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 21.77%
  • Last Dividend --
  • Inception Date Feb 2, 2016

The fundamental investment objective of the fund is to provide investors with long-term capital appreciation by investing in a balanced portfolio of equity and fixed income securities. The fund will generally invest its assets to achieve a target asset allocation of approximately 60% in equity securities and 40% in fixed income securities. The asset allocation may be achieved through investments in other mutual funds (including other Onyx Funds) or directly through investments in individual securities.

CWB Wealth Management

Fund Family

Global Neutral Balanced

Fund Category

--

Net Assets

2016-02-02

Inception Date

More about CWB Onyx Balanced Solution Series O

Performance Overview: 0P0001CL8E.TO

View More

Trailing returns as of 3/31/2019. Category is Global Neutral Balanced.

YTD Return

0P0001CL8E.TO
6.58%
Category
2.83%
 

1-Year Return

0P0001CL8E.TO
0.55%
Category
9.58%
 

3-Year Return

0P0001CL8E.TO
2.81%
Category
5.80%
 

5-Year Return

0P0001CL8E.TO
0.00%
Category
7.24%
 

Holdings: 0P0001CL8E.TO

View More

Sector Weightings

Sector0P0001CL8E.TO
Real Estate   0.00%
Consumer Cyclical   0.00%
Basic Materials   0.00%
Consumer Defensive   0.00%
Technology   0.00%
Communication Services   0.00%
Financial Services   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%
View More

Recent News: 0P0001CL8E.TO

View More
View More

Research Reports: 0P0001CL8E.TO

View More
View More

Top Mutual Funds

VRSGX Virtus KAR Small-Cap Growth R6
34.68
-0.89%
 
PSGAX Virtus KAR Small-Cap Growth A
32.65
-0.91%
 
PKSFX Virtus KAR Small-Cap Core I
56.84
-1.23%
 
PKSAX Virtus KAR Small-Cap Core A
52.14
-1.23%
 
BIVSX Invenomic Super Institutional
18.01
+2.50%
 
BIVIX Invenomic Institutional
17.74
+2.48%
 
BIVRX Invenomic Investor
17.33
+2.42%
 
VKSRX Virtus KAR Small-Mid Cap Core R6
19.92
-1.73%
 
VKSAX Virtus KAR Small-Mid Cap Core A
19.53
-1.71%
 
VKSCX Virtus KAR Small-Mid Cap Core C
18.62
-1.69%
 
VMACX Virtus KAR Mid-Cap Core A
56.81
-1.34%
 
CNPSX Consumer Staples UltraSector ProFund Svc
65.63
+2.04%
 
CNPIX Consumer Staples UltraSector ProFund Inv
75.71
+2.04%
 
VIMCX Virtus KAR Mid-Cap Core I
58.67
-1.33%
 
VRMCX Virtus KAR Mid-Cap Core R6
58.99
-1.34%
 
VMCCX Virtus KAR Mid-Cap Core C
50.65
-1.32%
 
ENPIX ProFunds UltraSector Energy Fund
46.26
+1.60%
 
TRLUX T. Rowe Price Lrg Cp Va Inv
25.02
0.00%
 
FDAGX Fidelity Advisor Consumer Staples A
93.88
+1.48%
 
FDTGX Fidelity Advisor Consumer Staples M
92.66
+1.48%
 
FIJCX Fidelity Advisor Consumer Staples Z
94.73
+1.48%
 
FDIGX Fidelity Advisor Consumer Staples I
94.86
+1.48%
 
FDFAX Fidelity Select Consumer Staples Port
95.16
+1.47%
 
FDCGX Fidelity Advisor Consumer Staples C
90.74
+1.46%
 
CLFFX Clifford Capital Partners Investor
18.65
+1.36%
 
CLIFX Clifford Capital Partners Institutional
18.87
+1.34%
 
CLIQX Clifford Capital Partners Super Instl
19.00
+1.33%
 
FSPCX Fidelity Select Insurance Port
89.66
+1.32%
 
FSHCX Fidelity Select Health Care Svcs Port
129.00
+1.31%
 
BPGIX Boston Partners Global Equity Instl
24.84
0.00%
 
RYLDX Rydex Dow 2x Strategy A
167.26
+1.16%
 
RYCVX Rydex Dow 2x Strategy H
166.57
+1.15%
 
PHRCX Virtus Duff & Phelps Real Estate Secs C
19.40
+0.57%
 
RYCYX Rydex Dow 2x Strategy C
139.46
+1.15%
 
PHRAX Virtus Duff & Phelps Real Estate Secs A
19.42
+0.57%
 
HFSAX Hundredfold Select Alternative Inv
24.68
+1.11%
 
SFHYX Hundredfold Select Alternative Svc
23.19
+1.09%
 
NALFX New Alternatives A
65.80
-0.77%
 
NAEFX New Alternatives Investor
65.42
-0.74%
 
FCSDX Fidelity Advisor Strategic Div & Inc C
16.91
0.00%
 
HCMAX Hillman Value No Load
32.85
+0.95%
 
AKREX Akre Focus Retail
63.96
0.00%
 
AKRSX Akre Focus Supra Institutional
67.30
0.00%
 
AKRIX Akre Focus Instl
66.71
0.00%
 
PURAX PGIM Global Real Estate A
19.73
+0.87%
 
PUREX PGIM Global Real Estate R2
19.83
+0.86%
 
PURGX PGIM Global Real Estate R4
19.85
+0.86%
 
PGRQX PGIM Global Real Estate R6
19.88
+0.86%
 
PURCX PGIM Global Real Estate C
19.03
+0.85%
 
GBATX GMO Strategic Opportunities Allc III
17.87
-0.06%
 
FMGIX Frontier MFG Core Infrastructure Instl
17.20
+0.83%
 
FCIVX Frontier MFG Core Infrastructure Service
17.22
+0.83%
 
PURRX PGIM Global Real Estate R
19.64
+0.82%
 
CAMRX Calvert Moderate Allocation R6
21.98
-0.68%
 
INPSX ProFunds Internet UltraSector Svc
27.30
-3.97%
 
FSERX Franklin Real Estate Securities R6
18.59
+0.81%
 
PURZX PGIM Global Real Estate Z
19.88
+0.81%
 
VDIGX Vanguard Dividend Growth Fund
39.59
+0.79%
 
FREEX Franklin Real Estate Securities A
18.17
+0.78%
 
CLAIX Calvert Moderate Allocation I
21.99
-0.68%
 
FRLAX Franklin Real Estate Securities Adv
18.51
+0.76%
 
FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
+0.75%
 
WMLIX Wilmington Large-Cap Strategy Instl
32.01
-1.42%
 
FRRSX Franklin Real Estate Securities C
16.72
+0.72%
 
FAFCX Fidelity Advisor Financials C
30.15
+0.67%
 
FAFSX Fidelity Advisor Financials M
32.12
+0.66%
 
FRESX Fidelity Real Estate Investment Port
39.86
+0.66%
 
FIKBX Fidelity Advisor Financials Z
33.74
+0.66%
 
FFSIX Fidelity Advisor Financials I
33.77
+0.66%
 
CSRSX Cohen & Steers Realty Shares L
66.25
+0.65%
 
FAFDX Fidelity Advisor Financials A
32.57
+0.65%
 
PSIAX PGIM Quant Solutions Large-Cap Index A
43.54
+0.65%
 
CSRIX Cohen & Steers Instl Realty Shares
48.49
+0.64%
 
CSJCX Cohen & Steers Realty Shares C
65.98
+0.64%
 
PDSIX PGIM Quant Solutions Large-Cap Index Fund
44.00
+0.64%
 
PSICX PGIM Quant Solutions Large-Cap Index C
42.43
+0.64%
 
PQSIX PGIM Quant Solutions Large-Cap Index R6
44.06
+0.64%
 
CSJIX Cohen & Steers Realty Shares I
66.22
+0.64%
 
CSJAX Cohen & Steers Realty Shares A
66.26
+0.64%
 
CSJZX Cohen & Steers Realty Shares Z
66.37
+0.64%
 
CSJRX Cohen & Steers Realty Shares R
66.42
+0.64%
 
EICVX EIC Value A
17.83
+0.62%
 
EICIX EIC Value Institutional
17.87
+0.62%
 
CIVVX Causeway International Value Inv
21.14
+0.62%
 
FSRNX Fidelity Real Estate Index
16.28
+0.62%
 
PSIFX PGIM Quant Solutions Large-Cap Index Z
44.00
+0.62%
 
CIVIX Causeway International Value Instl
21.32
+0.61%
 
VRGEX Virtus Duff & Phelps Glb Rl Estt Secs R6
33.46
+0.57%
 
VGSCX Virtus Duff & Phelps Glb Rl Estt Secs C
32.43
+0.56%
 
EICCX EIC Value C
17.26
+0.58%
 
FTUCX Fidelity Advisor Telecommunications C
48.33
+0.58%
 
VGSAX Virtus Duff & Phelps Glb Rl Estt Secs A
34.57
+0.58%
 
FTUAX Fidelity Advisor Telecommunications A
48.44
+0.58%
 
FIJGX Fidelity Advisor Telecommunications Z
48.57
+0.58%
 
FTUIX Fidelity Advisor Telecommunications I
48.73
+0.58%
 
FSTCX Fidelity Select Telecommunications Port
48.85
+0.58%
 
PHRIX Virtus Duff & Phelps Real Estate Secs I
19.33
+0.57%
 
VRREX Virtus Duff & Phelps Real Estate Secs R6
19.44
+0.57%
 
SETAX SEI Institutional Managed Trust Real Estate Fund
16.00
+0.57%
 
FTUTX Fidelity Advisor Telecommunications M
48.04
+0.57%