CIBC Balanced Growth Portfolio ETF Class Units Trust Units
No trades
Key stats
About CIBC Balanced Growth Portfolio ETF Class Units Trust Units
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Inception date
Nov 6, 2025
Structure
Canadian Mutual Fund Trust (ON)
31.33% S&P 500 Index - 5% Russell 1000 Growth Index - 13.5% Russell RAFI US Large Company Index - 10.33% Russell 2000 Index - 4.5% Russell RAFI US Small Company Index - 13.83% MSCI EAFE Index - 21.5% 5 Other Benchmark - Benchmark TR Net
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Primary advisor
CIBC Asset Management, Inc.
Identifiers
3
ISIN CA12575U1030
The fund fully invests its assets in affiliate, passively managed ETFs and mutual funds. These index funds track market-cap-weighted benchmarks and smart beta strategies that apply rules-based factors such as value, growth, momentum, dividends, or low volatility. The funds portfolio allocation is 75% equities and 25% fixed income securities, which may move with a tolerance of 15% depending on market conditions and the advisors assessment of economic trends and relative asset value. Although the fund may gain exposure to Canadian, US, and other international markets, it may also invest exclusively in foreign markets. The fund may also use derivatives such as options, futures, forwards, and swaps, for hedging and non-hedging purposes to manage risk or efficiently gain exposure. In times of market stress, the fund may temporarily shift into cash, cash equivalents, or government securities.
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Classification
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
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Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
CGRW trades at 20.71 CAD today, its price has risen 0.68% in the past 24 hours. Track more dynamics on CGRW price chart.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
No, CGRW isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
Yes, CGRW pays dividends to its holders with the dividend yield of 2.49%.
CGRW shares are issued by Canadian Imperial Bank of Commerce
CGRW follows the 31.33% S&P 500 Index - 5% Russell 1000 Growth Index - 13.5% Russell RAFI US Large Company Index - 10.33% Russell 2000 Index - 4.5% Russell RAFI US Small Company Index - 13.83% MSCI EAFE Index - 21.5% 5 Other Benchmark - Benchmark TR Net. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Nov 6, 2025.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.