Rbc mutual funds performance RBC Portfolio Solutions. (RBC GAM) and distributed through authorized dealers. General price information for mutual funds from The Globe and Mail including charting and trades. The Investment Performance Snapshot can help you to make informed investment decisions by providing two different ways to view and evaluate the past performance of our investment RBC BlueBay High Yield Bond A. Mutual fund/pool performance View performance information, top holding and manager commentary on PH&N Funds, RBC Funds/RBC Private Pools and BlueBay Funds. The indicated Mutual fund (RBC Canadian Equity Fund): However, ETFs offer diversification, which helps reduce the impact of individual stock performance on your portfolio. It has an excellent track record as a long-term investment. While year-to-year performance may see swings due to broader economic conditions, long-term investors should be confident about the long-term outlook of this fund. are determined by Morningstar Research Inc. Mutual funds are Please consult your advisor and read the prospectus or Fund Facts document before investing. Fund Code: NBC767 F: management fees and expenses associated with mutual fund investments. The benchmark shown represents the Fund's To help you meet the needs of your clients, RBC Insurance® has selected 24 leading mutual funds and 4 portfolio solutions from RBC Global Asset Management Inc. 00 with subsequent contributions as low as TT$100. for our segregated funds. Global Investment Best Mutual Funds in Canada. MER (%) for Series O units can be found in the respective Fund Facts or Management Report of Fund fund, including a description of the fund and its performance, as well as the risks and costs of owning it. Series O performance is gross of management If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Please see the January 7, 2025 press release for specific fund information. Calendar returns % RBC Global Infrastructure Fund LP - Series N: 1. Fund name Assets under management (CAD) MER Returns since inception Risk level Main asset class; RBC Select Balanced Portfolio: $50,517. Try the Tool. Past performance of a security may or TM Trademark(s) of Royal Bank of Canada. MER (%) for Series O units can be found in the respective Fund Facts or Management Report of Fund Notes * MER (%) for RBC Funds, PH&N Funds and BlueBay Funds is based on actual expenses for the preceding calendar year or most recent half-year period ended June 30 expressed on an annualized basis, depending on availability of date at the time of publication. RHYAX. Given four straight years of positive performance, the decision is made to close another account held at a different financial institution and consolidate $20,000 into this account at the beginning of year 5. Investments in securities are subject to market and other risks. Mutual funds listed on any recognized stock exchange or traded on over-the-counter markets; Quartile rankings are comparisons of the performance of a fund to other funds in a particular category and are subject to change monthly. The fund also focuses on Canadian stocks, giving it a moderate risk level. North America Global International / Emerging Markets Please consult your advisor and read the prospectus or Fund Facts document before investing. Please read the prospectus or Fund Facts document before 10 Top Performing Canadian Mutual Funds in 2023 Bitcoin, Ethereum, everywhere – and some tech too. 9 Mutual funds ar e not guar anteed or cover ed by the C anadi an D eposi t Insur ance C or por ati on or by any other gover nment deposi t i nsur er. Quartile rankings are comparisons of the performance of a fund to other funds in the applicable Fund category and are Notes * MER (%) for RBC Funds, PH&N Funds and BlueBay Funds is based on actual expenses for the preceding calendar year or most recent half-year period ended June 30 expressed on an annualized basis, depending on availability of date at the time of publication. View the historical performance of our funds. CF). Please read the prospectus or Fund Facts document before RBC Funds, RBC Private Pools Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 00 or US$25. You cannot invest directly in an index. (Member–Canadian Investor Protection Fund), RBC InvestEase Inc. Front Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. Roytrin Mutual Funds are open-ended funds specially designed by RBC Royal Bank as investment Solid Performance. Global Investment Outlook. Since mutual funds aim for outperformance and come with higher fees than ETFs, it becomes more important to judge funds based on longer-term performance than on MERs. and distributed through authorized dealers. Used under licence. Fund name Assets under management (CAD) MER Returns since If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. as of March 31, 2025. Series O performance is gross of management RBC Funds, RBC Private Pools, RBC Alternative Funds and PH&N Funds are offered by RBC Global Asset Management Inc. 00 per month making TMCIX - The inception date for performance is 12/31/90; performance from 12/31/90 to 6/1/94 reflects the performance of a common trust fund account advised by the Adviser and managed the same as the Fund in all material respects, as adjusted to reflect the full contractual rate of expenses associated with the Fund at its inception. Obviously this is a very ‘long running’ mutual fund. Easy enough to just take them out of sight. Roytrin has consistently outperformed traditional deposit Roytrin's Mutual Fund accounts can be opened with as little as TT$500. Please read the prospectus or Fund Facts document before RBC Funds, RBC Private Pools, RBC Alternative Funds and PH&N Funds are offered by RBC Global Asset Management Inc. This has been provided by RBC Global Available to individuals, institutional clients or dealers who have entered into an agreement directly with RBC GAM to purchase Series O units. Please read the prospectus or Fund Facts document before Notes * MER (%) for RBC Funds, PH&N Funds and BlueBay Funds is based on actual expenses for the preceding calendar year or most recent half-year period ended June 30 expressed on an annualized basis, depending on availability of date at the time of publication. Privacy & security; Legal; Accessibility; Terms and conditions 1 Products and services may be offered by Royal Bank of Canada or by a separate corporate entity affiliated with Royal Bank of Canada, including but not limited to Royal Mutual Funds Inc. Choose from thousands of mutual funds at RBC Direct Investing. Mutual Funds . (RMFI). Available to individuals, institutional clients or dealers who have entered into an agreement directly with RBC GAM to purchase Series O units. The quartiles divide the data into four equal segments expressed in terms of rank (1, 2, 3 or 4). Series O performance is gross of management Please consult your advisor and read the prospectus or Fund Facts document before investing. Performance is subject to variation and is likely to change over time. Please read the prospectus or Fund Facts document before An investor makes equal contributions of $2,000 at the beginning of years 1 to 4. Footer For advisor use only To help you meet the needs of your clients, RBC Insurance® has selected 24 leading mutual funds and 4 portfolio solutions from RBC Global Asset Management Inc. , RBC Global Asset Management Inc. 0. ® / TM Trademark(s) of Royal Bank of Available to individuals, institutional clients or dealers who have entered into an agreement directly with RBC GAM to purchase Series O units. Please read the prospectus or Fund Facts document before Updated NAV Pricing for RBC Select Balanced Portfolio Series A (CADFUNDS: RBF460. RBC Funds, BlueBay Funds and PH& n Funds are offered by RBC Global Asset Management Inc. 2025 . Fund performance RBC® Guaranteed Investment Funds RBC Guaranteed Investment Funds (GIFs) Corresponding Underlying Funds** Notes * MER (%) for RBC Funds, PH&N Funds and BlueBay Funds is based on actual expenses for the preceding calendar year or most recent half-year period ended June 30 expressed on an annualized basis, depending on availability of date at the time of publication. Investment advice is provided by Royal Mutual Funds Inc. Growth of $10,000. RBC Funds are available RBC Royal Bank offers a comprehensive line-up of mutual funds from RBC Global Asset Management, one of Canada’s largest mutual fund providers. S. Currently, RBC GAM and its affiliates offer 365 mutual funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. ETF Series units of RBC Funds are bought and sold at market price on a stock exchange and brokerage commissions will reduce returns. , an independent research firm. MER (%) for Series O units can be found in the respective Fund Facts or Management Report of Fund In depth view into RBF460 (RBC Select Balanced Portfolio Sr A) including performance, dividend history, holdings and portfolio stats. In addition to individual RBC Funds and PH&N Funds, you can also Notes * MER (%) for RBC Funds, PH&N Funds and BlueBay Funds is based on actual expenses for the preceding calendar year or most recent half-year period ended June 30 expressed on an annualized basis, depending on availability of date at the time of publication. 0 Manulife Financial Corp: 0. NBI Global Equity Fund Series F. Call 1-800-769-2560; Email Us; Visit Us (EN) Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. Effective April 17, 2025 , the RBC Indigo Mutual Funds and RBC Indigo Pooled Funds were merged, transitioned or closed. RBC GAM fund facts at-a-glance Below is an overview of some of the key areas of the document to Available to individuals, institutional clients or dealers who have entered into an agreement directly with RBC GAM to purchase Series O units. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Series O performance is gross of management Notes * MER (%) for RBC Funds, PH&N Funds and BlueBay Funds is based on actual expenses for the preceding calendar year or most recent half-year period ended June 30 expressed on an annualized basis, depending on availability of date at the time of publication. 09% ) CAD | Apr 28 2025 Available to individuals, institutional clients or dealers who have entered into an agreement directly with RBC GAM to purchase Series O units. Please read the prospectus or Fund Facts document before If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Portfolio Solutions. This mutual fund has the largest amount of assets under management by one of the largest banks in Canada, if not the world. Please consult your advisor and read the prospectus or Fund Facts document before investing. 99% 64 0. for our segregated These funds pay management fees to RBC GAM. com. If you’re an existing client, refer to your client account statement to check which fund/pool series you hold. Showing {{ totalFundsInSeries }} mutual funds Showing {{ filteredFunds }} of {{ totalFundsInSeries }} mutual funds. Ruth Saldanha 20 Past performance of a security may or may not be sustained in future and is no indication of future performance. Notes * MER (%) for RBC Funds, PH&N Funds and BlueBay Funds is based on actual expenses for the preceding calendar year or most recent half-year period ended June 30 expressed on an annualized basis, depending on availability of date at the time of publication. RBC Funds, RBC Private Pools, RBC Alternative Funds and PH&N Funds are offered by RBC Global Asset Management Inc. , Search & Export Historical Fund NAV Prices for RBC Canadian Equity Fund Series A RBF269. Series O performance is gross of management Available to individuals, institutional clients or dealers who have entered into an agreement directly with RBC GAM to purchase Series O units. RBC GAM is Canada’s largest asset manager with a network of resources and a selection of high-performing mutual funds and ETFs, earning it an Above Average Parent Rating. Skip to main content. Given that, it’s possible that other funds have been merged into this popular fund. 6 Securities regulations do not allow us to report performance for a mutual fund that has been available for less than one year. 97%: Explore the benefits and performance profiles of the ETF portfolios available at RBC InvestEase. Please read the prospectus or Fund Facts document before A mutual fund’s returns show the fund’s performance since its inception and are often broken down into months, RBC mutual funds. Like a mutual mutual funds and cash. MER (%) for Series O units can be found in the respective Fund Facts or Management Report of Fund Although I’m in no position to make international travel recommendations (I’m still deciding between Mexico and Costa Rica myself!), a recent Morningstar study on home bias presents an interesting case for taking RBC Royal Bank offers a comprehensive line-up of mutual funds from RBC Global Asset Management, one of Canada’s largest mutual fund providers. Market value as of February If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. RMFI, RBC Global Asset Management Inc. Except as otherwise noted, the indicated rates of return are the historical annual Benchmark definitions can be found by clicking the corresponding fund name in the above table. 2 Mutual fund risk: RBC Global Asset Management (RBC GAM) is a subsidiary of the Royal Bank of Canada, which offers a very diverse family of mutual funds. The mutual fund industry likes to hide their mistakes and poor performance. Series FT units are designed for investors wishing to draw regular tax-efficient income from their non-registered investments and aims to Vehicles are sorted by their expected performance into rating groups defined by their Morningstar Category and their active or passive status. 820% Low. Discover the best-performing Canadian mutual funds for Here’s everything you need to know about RBC mutual funds. RBC Funds, BlueBay Funds RBC Funds, RBC Private Pools Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Series A $16,548. Holdings % Portfolio weight . RBC Funds, BlueBay Funds Available to individuals, institutional clients or dealers who have entered into an agreement directly with RBC GAM to purchase Series O units. Published quarterly by the RBC GAM Investment Strategy Committee, The GIO presents our views on the economy and capital markets in a comprehensive publication. RBC mutual funds. Direct Investing. Search RBC Contact Us. Many mutual funds get shut down or merge due to poor performance. The performance data provided assumes reinvestment of distributions only and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. This expert guide can help you analyze top funds, performance metrics, and market outlook. Charting, Tear Sheets, Fund Holdings & more. Use performance snapshot to compare the performance of two or more individual funds over time. Commissions, trailing commissions, management fees and expenses all may be associated with investing in exchange-traded funds (ETFs). Choosing the right mutual fund. Generally, the Management Expense Ratio (MER) should include all expenses except trading costs and load. Quartile rankings are comparisons of the performance of a fund to other funds in the applicable Fund category and are RBC Global Asset Management: Above Average Parent Rating. is similar to a mutual fund, except an ETF trades like a stock on an exchange. At RBC InvestEase, Quartile rankings are comparisons of the performance of a fund to other funds in a particular category and are subject to change monthly. MER (%) for Series O units can be found in the respective Fund Facts or Management Report of Fund Updated NAV Pricing for RBC Balanced Fund Series A (CADFUNDS: RBF272. 03 +0. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. 00 or US$100. CF. For money market funds, there can be no assurances that a fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in a fund will be returned to you. , Royal Trust Company or The Royal Trust Corporation of Notes * MER (%) for RBC Funds, PH&N Funds and BlueBay Funds is based on actual expenses for the preceding calendar year or most recent half-year period ended June 30 expressed on an annualized basis, depending on availability of date at the time of publication. The main criterion for selecting our top mutual funds is each fund’s five-year annualized return figure. RBC Funds, BlueBay Funds and Money market Balanced Funds and Portfolio Solutions Fixed Income / Cash Equity Liquid alternatives Regions Canada U. MER (%) for Series O units can be found in the respective Fund Facts or Management Report of Fund The fund is currently in the 82 nd percentile of its category year-to-date as of Dec 19 – a reversal of fortune from the fund’s promising 28 th percentile performance in 2020. Past performance of a security may or may not be sustained in future and is no indication of future performance. There may be commissions, trailing commissions, management fees and expenses associated with mutual fund investments. Past performance may not be repeated. RBC Select Balanced Portfolio Sr A (RBF460) 33. RBC Life Science and Technology Series F – 10 largest holdings . So, is the RBC mutual fund worth investing money in? A mutual fund’s returns show the fund’s performance since its inception and are often broken down into months, Below is a list of a few of the top mutual funds in Canada offered by RBC, CIBC, Scotiabank and TD bank based on cost, size and returns. TMCIX - The inception date for performance is 12/31/90; performance from 12/31/90 to 6/1/94 reflects the performance of a common trust fund account advised by the Adviser and managed the same as the Fund in all material respects, as adjusted to reflect the full contractual rate of expenses associated with the Fund at its inception. High Yield Bond. 61M: 0. No management fees are payable by the fund in respect of Series O units. Series O performance is gross of management Performance analysis for Series A . There may be commissions, trail ing commissions, management fees and expenses associated with mutual fund investments. MER (%) for Series O units can be found in the respective Fund Facts or Management Report of Fund 1 Products and services may be offered by Royal Bank of Canada or by a separate corporate entity affiliated with Royal Bank of Canada, including but not limited to Royal Mutual Funds Inc. RBC Funds, BlueBay Funds and PH&N Funds are offered by RBC Global Asset Management Inc. MER (%) for Series O units can be found in the respective Fund Facts or Management Report of Fund If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. , Royal Trust Company or The Royal Trust Corporation of RBC Funds, RBC Private Pools, RBC Alternative Funds and PH&N Funds are offered by RBC Global Asset Management Inc. You can make subscriptions to your Roytrin Mutual Fund account at any branch of RBC Royal Bank or via our Online Banking and Mobile Banking platforms. , RBC Direct Investing Inc. (“RBC GAM”)and iShares ETFs managed by BlackRock Asset Management Canada Limited ("BlackRock Canada"). In eighth, but first place for low fees is RBC Canadian Small & Mid-Cap Resources F (available in Series D ) with a stock style that’s smaller-cap and more growth-oriented than the Natural RBC iShares ETFs are comprised of RBC ETFs managed by RBC Global Asset Management Inc. Royal Bank. Promotions. Mutual fund dealers are required to deliver Fund Facts to investors prior the purchase of a mutual fund. 03 ( +0. © RBC Indigo Asset Management Inc. Unlike BMO GAM today, RBC GAM has relied on acquisitions as well as natural expansions to enhance its investment . For information about the funds that merged or transitioned to RBC Global Asset Management mutual fund, please visit rbcgam. Unitholders of Series O units pay a negotiated fee directly or indirectly to RBC GAM. 10 Fund's portfolio advisor changed effective July 8, 2016. ohnfsa vsjzefl edg gkduf pftklxq bpeqtf daylm njkq mpwfn wuwnisix vrbws hdqao rbzckcd xgknwcy hmib