iShares Balanced Income CorePortfolio Index ETF Review (CBD) 2024

Last Updated: 3/7/2024

Wealth Awesome Rating: 64/100
This equity ETF has an MER of 0.72%. With higher than average fees, it’s a premium option. Managing 82 million in assets, it’s less popular among investors. Suitable for those seeking growth with a medium to high risk tolerance.
 
The Wealth Awesome ETF rating is based on identifying ETFs that are popular and well used, while keeping costs low.

CBD trades on the TSX exchange.
Looking to invest in balanced fund? Consider an balanced fund ETF as an easy way to get access. The iShares Balanced Income CorePortfolio Index (CBD) is one of the most popular ETF’s in Canada by market cap. Let’s take a closer look at this ETF here.  

What is the iShares Balanced Income CorePortfolio Index ETF

A general equity ETF, aiming for growth by investing in a broad range of stocks. This ETF has an MER of 0.72%. This ETF trades on the TSX exchange.

CBD stock price and other stats

ETF Key Stats

Exchange: TSX

Assets Under Management: $82MM

Expense Ratio: 0.72%

Price: $0.74 (Updated: 3/7/2024)



iShares Balanced Income CorePortfolio Index (CBD) Top 10 Holdings

Company NameSymbolAssets %
iShares Core S&P Total U.S. Stock Market ETFITOT26.36
iShares Canadian Universe BondXBB26.12
iShares Core MSCI EAFE IMIXEF15
iShares Core S&P/TSX Capped CompositeXIC14.63
iShares Core Canadian Short Term Corporate + Maple BondXSH6.53
iShares Broad USD Investment Grade Corporate Bond ETFUSIG4.18
iShares U.S. Treasury Bond ETFGOVT4.17
iShares Core MSCI Emerging Markets ETFIEMG2.99

iShares Balanced Income CorePortfolio Index (CBD) Top 10 Holdings

Company NameSymbolAssets %
iShares Core S&P Total U.S. Stock Market ETFITOT26.36
iShares Canadian Universe BondXBB26.12
iShares Core MSCI EAFE IMIXEF15
iShares Core S&P/TSX Capped CompositeXIC14.63
iShares Core Canadian Short Term Corporate + Maple BondXSH6.53
iShares Broad USD Investment Grade Corporate Bond ETFUSIG4.18
iShares U.S. Treasury Bond ETFGOVT4.17
iShares Core MSCI Emerging Markets ETFIEMG2.99

CBD Management Expense Ratio

CBD has a management expense ratio of  0.72% . The MER is significantly lower than what you can get with a mutual fund product offered by large banks.  


How to Buy  iShares Balanced Income CorePortfolio Index TSX ETF

You can buy  CBD on pretty much any online brokerage in Canada, since it trades on the TSX. If you are looking for some easy options take a look at these two:  
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Author Bio - Qayyum Rajan is a CFA Charterholder with 10+ years of finance experience and the co-creator of Wealthawesome.com. He has previously worked as a portfolio manager at RBC Dominion Securities and other roles at asset managers like Sentry Investments. He then started building websites and fintech apps to bring finance to everyone.

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