Tangerine Balanced Growth Fund Quote
| 0P0000ACFS | CAD 22.26 0.00 0.00% |
Performance4 of 100
| Odds Of DistressLess than 9
|
Tangerine Balanced is trading at 22.26 as of the 3rd of January 2025, a No Change since the beginning of the trading day. The fund's open price was 22.26. Tangerine Balanced has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. The performance scores are derived for the period starting the 11th of October 2023 and ending today, the 3rd of January 2025. Click here to learn more.
This Fund seeks to provide capital appreciation and some income by investing in both equity and fixed income securities based on a prescribed allocation among four distinct asset classes Canadian bonds, Canadian equity, U.S. equity and international equity. More on Tangerine Balanced Growth
Moving together with Tangerine Fund
| 0.77 | 0P00007069 | RBC Portefeuille | PairCorr |
| 0.75 | 0P0000706A | RBC Select Balanced | PairCorr |
| 0.93 | 0P0001FAU8 | TD Comfort Balanced | PairCorr |
| 0.68 | 0P00012UCU | RBC Global Equity | PairCorr |
Tangerine 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. Tangerine Balanced's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Tangerine Balanced or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Global Equity Balanced, Tangerine Investment Management Inc (View all Sectors) |
| Beta In Three Year | 0.99 |
| Startdate | 2nd of January 2008 |
Tangerine Balanced Growth [0P0000ACFS] is traded in Canada and was established 3rd of January 2025. The fund is listed under Global Equity Balanced category and is part of Tangerine Investment Management Inc family. Tangerine Balanced Growth presently has accumulated 932.27 M in total net assets with no minimum investment requirements, while the total return for the last 3 years was 4.08%.
Check Tangerine Balanced 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 Tangerine Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Tangerine 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 Tangerine Balanced Growth 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.
Top Tangerine Balanced Growth Fund Constituents
| BMO | Bank of Montreal | Stock | Financials | |
| TRP | TC Energy Corp | Stock | Energy | |
| ABX | Barrick Gold Corp | Stock | Materials | |
| BNS | Bank of Nova | Stock | Financials | |
| CNR | Canadian National Railway | Stock | Industrials | |
| ENB | Enbridge | Stock | Energy | |
| RY | Royal Bank of | Stock | Financials | |
| SHOP | Shopify | Stock | Information Technology |
Tangerine Balanced Growth Risk Profiles
Although Tangerine Balanced's alpha and beta are two of the key measurements used to evaluate Tangerine Balanced's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.3465 | |||
| Semi Deviation | 0.465 | |||
| Standard Deviation | 0.4519 | |||
| Variance | 0.2042 |
Tangerine Balanced Against Markets
Be your own money manager
Our tools can tell you how much better you can do entering a position in Tangerine Balanced 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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Positions RatingsDetermine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |
| All Next | Launch Module |
Other Information on Investing in Tangerine Fund
Tangerine Balanced financial ratios help investors to determine whether Tangerine 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 Tangerine with respect to the benefits of owning Tangerine Balanced security.
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