All-in-one Growth

XGRO

iShares Core Growth ETF Portfolio · BlackRock iShares

$30.90 CAD

+0.29% today

In plain English

XGRO is a ETF from BlackRock iShares that 80/20 stock/bond mix, globally diversified. It charges a of 0.2% per year and pays a distribution of about 2.1% (quarterly).

MER

0.2%

Per issuer

Yield

2.10%

Quarterly

AUM

$3.0B

Per issuer

Holdings

Per issuer

Risk level

Medium

5y avg return

9.1%

Estimate

Asset mix

Equity100%

Bonds & cash0%

Category: All-in-one Growth

Sector allocation

Equity — global80%
Bonds — global20%

Country allocation

United States36%
Canada20%
International Developed20%
Emerging Markets4%
Bonds20%

Fund objective

80/20 stock/bond mix, globally diversified.

Investment strategy

Fund-of-funds.

Who typically uses this

Long-term investors wanting a small bond cushion.

Potential benefits

· Automatic rebalancing
· Low cost

Potential risks

· Still significant equity exposure

Top 10 holdings

ITOT — US Total Market36%

Smart insights

Top sector

Equity — global currently represents 80% of this ETF.

Geography

36% of the fund is concentrated in United States.

Distributions

Pays roughly 2.1% per year, quarterly.

Concentrated

Only 8 holdings — more concentrated than a broad-market fund.

All-in-one

Single-ticket portfolio — no rebalancing needed on your side.

Price history

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News about XGRO

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Terms used on this page

ETF

Exchange-Traded Fund. A basket of many investments you can buy in a single trade, like a stock.

Stock

A tiny ownership slice of a company. If the company does well, your share is often worth more.

Bond

A loan you make to a government or company. In return they pay you interest and give the money back later.

MER

Management Expense Ratio — the yearly percentage fee an ETF charges you. Lower is usually better.

Yield

Yearly income (like dividends or interest) expressed as a percentage of the price.

Diversification

Spreading your money across many investments so no single one can hurt you badly.

Similar ETFs

VGRO

Vanguard Growth ETF Portfolio

MER 0.24%

XEQT

iShares Core Equity ETF Portfolio

MER 0.2%

XIC

iShares Core S&P/TSX Capped Composite Index ETF

MER 0.06%

XAW

iShares Core MSCI All Country World ex Canada Index ETF

MER 0.22%

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