CGRW CIBC CIBC Balanced Growth ETF Portfolio

Asset Allocation CAD
Price: $22.06
MER: 1.11%

Data as of: June 29, 2026

MER
1.11%
Management Fee
Yield
1.43%
Distribution Yield
Price
$22.06
Current Price
Holdings
9
Total Securities
Inception
Nov 2025
Fund Launch

About CGRW

CGRW (CIBC Balanced Growth ETF Portfolio) is an Asset Allocation ETF from CIBC, listed on the TSX. It holds 75% stocks / 25% bonds. The fund has a management expense ratio (MER) of 1.11%. CIBC rates the risk as low to medium.

Fund Details

Provider CIBC
Category Asset Allocation
AUM $379.4M
Exchange TSX
Currency CAD
Distribution Frequency
Last Distribution
Domicile Canada

Asset Allocation

75%
25%
Stocks 75%
Bonds 25%

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
Other
30.02%
2
C
CIBC MSCI Canada Equity Index…
Other
20.92%
3
C
CIBC MSCI EAFE Equity Index E…
Other
18.64%
4
C
CIBC Canadian Bond Index ETF
Other
13.30%
5
C
CIBC Glb Bd exCan Index ETF (…
Other
8.34%
6
C
CIBC MSCI Emerging Markets Eq…
Other
5.20%
7
C
CIBC Canadian Short-Term Bond…
Other
2.39%
8
O
Other Assets, Less Liabilities
Other
0.75%
9
C
Cash & Cash Equivalents
Cash
0.45%

Geographic Allocation

1
Canada 36.2%
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 1.2%

Sector Allocation

1
Technology 21.5%
2
Financial Services 21.5%
3
Industrials 11.5%
4
Energy 7.9%
5
Consumer Cyclical 7.7%
6
Basic Materials 7.7%
7
Communication Services 6.6%
8
Healthcare 6.3%
9
Consumer Defensive 4.7%
10
Utilities 2.8%