CBLN

CIBC

CIBC Balanced ETF Portfolio

Asset allocation CAD
Price: $21.11
MER: 0.17%

Data as of: May 14, 2026

MER
0.17%
Management Fee
Yield
1.62%
Distribution Yield
Price
$21.11
Current Price
Holdings
9
Total Securities
Inception
Nov 2025
Fund Launch

Fund Details

Provider CIBC
Category Asset allocation
AUM $200,054,952
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
24.89%
2
C
CIBC Canadian Bond Index ETF
21.29%
3
C
CIBC MSCI Canada Equity Index…
16.57%
4
C
CIBC MSCI EAFE Equity Index E…
14.92%
5
C
CIBC Glb Bd exCan Index ETF (…
13.41%
6
C
CIBC Canadian Short-Term Bond…
4.46%
7
C
CIBC MSCI Emerging Markets Eq…
3.60%
8
C
Cash & Cash Equivalents
0.51%
9
O
Other Assets, Less Liabilities
0.36%

Geographic Allocation

1
Canada 41.5%
2
United States 33.0%
3
Japan 5.4%
4
United Kingdom 3.0%
5
France 2.3%
6
Germany 2.2%
7
Switzerland 1.6%
8
Italy 1.3%
9
Australia 1.2%
10
Netherlands 1.1%

Sector Allocation

1
Technology 21.6%
2
Financial Services 21.3%
3
Industrials 11.5%
4
Energy 7.9%
5
Consumer Cyclical 7.7%
6
Basic Materials 7.5%
7
Communication Services 6.7%
8
Healthcare 6.4%
9
Consumer Defensive 4.7%
10
Utilities 2.8%