Rbc Select Balanced Fund Quote
| 0P0000706A | CAD 33.95 0.08 0.24% |
PerformanceVery Weak
| Odds Of DistressLow
|
RBC Select is trading at 33.95 as of the 24th of March 2025, a 0.24% down since the beginning of the trading day. The fund's open price was 34.03. RBC Select has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
To provide long-term capital growth, with a secondary focus on modest income, by investing primarily in funds managed by RBC GAM, investing in equity mutual funds for higher growth potential and fixed-income mutual funds for diversification and the potential to generate income. More on RBC Select Balanced
Moving together with RBC Fund
| 0.75 | 0P0001FAU8 | TD Comfort Balanced | PairCorr |
| 0.88 | 0P0000YSHA | Desjardins Melodia | PairCorr |
RBC Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. RBC Select's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding RBC Select or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Global Neutral Balanced, RBC Global Asset Management Inc. (View all Sectors) |
| Beta In Three Year | 1.22 |
| Startdate | 30th of June 2009 |
RBC Select Balanced [0P0000706A] is traded in Canada and was established 24th of March 2025. The fund is listed under Global Neutral Balanced category and is part of RBC Global Asset Management Inc. family. RBC Select Balanced presently has accumulated 30.68 B in total net assets with minimum initial investment of 500. , while the total return for the last 3 years was 2.41%.
Check RBC Select Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on RBC Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding RBC Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as RBC Select Balanced Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
RBC Select Balanced Risk Profiles
Although RBC Select's alpha and beta are two of the key measurements used to evaluate RBC Select's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4492 | |||
| Standard Deviation | 0.6507 | |||
| Variance | 0.4234 | |||
| Risk Adjusted Performance | (0.09) |
RBC Select Against Markets
Be your own money manager
Our tools can tell you how much better you can do entering a position in RBC Select without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Portfolio HoldingsCheck your current holdings and cash postion to detemine if your portfolio needs rebalancing |
| All Next | Launch Module |
Other Information on Investing in RBC Fund
RBC Select financial ratios help investors to determine whether RBC Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in RBC with respect to the benefits of owning RBC Select security.
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