CGRW

CIBC

CIBC Balanced Growth ETF Portfolio

Asset allocation CAD
Price: $21.50
MER: 1.11%

Data as of: May 14, 2026

MER
1.11%
Management Fee
Yield
1.43%
Distribution Yield
Price
$21.50
Current Price
Holdings
9
Total Securities
Inception
Nov 2025
Fund Launch

Fund Details

Provider CIBC
Category Asset allocation
AUM $344,547,012
Exchange TSX
Currency CAD
Distribution Frequency
Last Distribution
Domicile Canada

Cumulative Returns

Period Return
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years
Since Inception

Annualized Returns

Period Return
1 Year
2 Years
3 Years
5 Years
10 Years
Since Inception

Annualized returns represent the average annual return over the period.

Growth of $10,000

Compare with other ETFs
Initial Investment
$
Monthly Contribution
$

TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.

Top Holdings

Latest data
# Name Ticker Weight
1
C
CIBC MSCI USA Equity Index ETF
30.01%
2
C
CIBC MSCI Canada Equity Index…
21.05%
3
C
CIBC MSCI EAFE Equity Index E…
18.91%
4
C
CIBC Canadian Bond Index ETF
13.20%
5
C
CIBC Glb Bd exCan Index ETF (…
8.38%
6
C
CIBC MSCI Emerging Markets Eq…
5.20%
7
C
CIBC Canadian Short-Term Bond…
2.40%
8
C
Cash & Cash Equivalents
0.45%
9
O
Other Assets, Less Liabilities
0.42%

Geographic Allocation

1
Canada 36.0%
2
United States 35.5%
3
Japan 5.6%
4
United Kingdom 3.3%
5
France 2.3%
6
Germany 2.2%
7
Switzerland 2.0%
8
Australia 1.4%
9
Taiwan 1.3%
10
Netherlands 1.3%

Sector Allocation

1
Financial Services 21.5%
2
Technology 21.4%
3
Industrials 11.6%
4
Energy 8.0%
5
Consumer Cyclical 7.7%
6
Basic Materials 7.7%
7
Communication Services 6.6%
8
Healthcare 6.4%
9
Consumer Defensive 4.7%
10
Utilities 2.8%