YHD - Delayed Quote • CAD
CWB Onyx Balanced Solution Series O (0P0001CL8E.TO)
As of June 28 at 6:07 PM EDT. Market Open.
Top 0 Holdings (-- of Total Assets)
Holdings Information Not Available
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%
Overall Portfolio Composition (%)
| Cash | 0.00% |
| Stocks | 0.00% |
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | 0.00% |
| AA | 0.00% |
| A | 0.00% |
| BBB | 0.00% |
| BB | 0.00% |
| B | 0.00% |
| Below B | 0.00% |
| Other | 0.00% |
Equity Holdings
| Average | 0P0001CL8E.TO | Category Average |
|---|---|---|
| Price/Earnings | 0 | 17.04 |
| Price/Book | 0 | 2.03 |
| Price/Sales | 0 | 1.64 |
| Price/Cashflow | 0 | 7.28 |
| Median Market Cap | 0 | 40,983.86 |
| 3 Year Earnings Growth | 0 | 8.73 |
Bond Holdings
Bond Holdings Information Not Available
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.65 |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | Global Neutral Balanced |
| Fund Family | CWB Wealth Management |
| Net Assets | -- |
| YTD Return | 6.58% |
| Yield | 0.00% |
| Morningstar Rating | -- |
| Inception Date | Feb 02, 2016 |
Fund Summary
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.
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