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RBC Balanced Growth & Income T5 (0P0000ZAB3.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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10.92+0.04 (+0.41%)
At close: 04:00PM EDT

RBC Balanced Growth & Income T5

Suite 2350

50 South 6th Street

612-376-7000
Management Information
,Lead Manager since August 11, 2013
Brad Willock joined RBC in May 1996 and RBC Global Asset Management in July 2002. In his current role, he is responsible for core and income-oriented U.S. equity mandates. Brad has a Bachelor of Commerce and a Bachelor of Science, and is a CFA charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilyRBC Global Asset Management Inc.
Net Assets1.37B
YTD Return5.00%
Yield2.26%
Morningstar Rating★★★
Inception DateAug 11, 2013

Fund Operations

Last Dividend0.13
Last Cap GainN/A
Holdings Turnover57.53%
Average for CategoryN/A

Fees & Expenses

Expense0P0000ZAB3.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A