Toronto - Delayed Quote CAD

RBC Retirement 2030 Portfolio A (0P00018PWD.TO)

12.24 -0.02 (-0.13%)
At close: April 17 at 4:00 PM EDT

Top 0 Holdings (-- of Total Assets)

Sector Weightings

Sector0P00018PWD.TO
Financial Services   21.57%
Technology   15.55%
Industrials   12.21%
Consumer Cyclical   8.61%
Healthcare   8.18%
Energy   8.11%
Consumer Defensive   7.23%
Communication Services   6.34%
Basic Materials   5.22%
Utilities   3.57%
Real Estate   3.41%

Overall Portfolio Composition (%)

Cash 3.00%
Stocks 56.85%
Bonds 35.98%
Others 3.96%
Preferred 0.03%
Convertible 0.17%

Bond Ratings

US Government 17.22%
AAA 13.10%
AA 27.12%
A 18.20%
BBB 25.25%
BB 7.89%
B 3.09%
Below B 0.72%
Other 4.63%

Equity Holdings

Average 0P00018PWD.TO Category Average
Price/Earnings 0.05 --
Price/Book 0.4 --
Price/Sales 0.49 --
Price/Cashflow 0.08 --
Median Market Cap 83,598.77 --
3 Year Earnings Growth 12.34 --

Bond Holdings

Average 0P00018PWD.TO Category Average
Maturity 9.49 --
Duration 3.81 --
Credit Quality -- --

Performance & Risk

YTD Return 2.57%
5y Average Return 4.70%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

Fund Overview

Category --
Fund Family RBC Global Asset Management Inc.
Net Assets 131.01M
YTD Return 4.77%
Yield 0.84%
Morningstar Rating
Inception Date Oct 11, 2016

Fund Summary

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