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XBAL.TO

iShares Core Balanced ETF Portfolio

Updated Jul 29, 2026

Diversified ETF · Fund / ETF · Canada · ETF

Score Pending — Limited Data

Score Pending — Limited Data

We do not currently have enough commercially displayable fund-specific data to calculate a reliable score. This is not a negative assessment of the ETF.

ETFs on this site are scored by a separate, fund-specific model sourced from official SEC filings (Form N-PORT, N-CEN, Risk/Return Summary) when enough evidence exists -- this is not the same model or scale used for operating-company research pages. How it works →

Categories Without Displayable Evidence

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Last verified: 2026-07-29

Fund Overview

XBAL is a single-ticket, fund-of-funds asset-allocation portfolio managed by BlackRock Canada. Rather than holding individual stocks or bonds directly, it invests in a mix of other iShares ETFs and is designed to be held as a complete, self-rebalancing portfolio for investors seeking a balanced mix of growth and income potential in one fund.

Index Strategy

The fund targets a balanced allocation with a meaningful weighting to both equities and fixed income across its underlying iShares ETF holdings, spanning Canadian, U.S., international-developed, and emerging-market exposure. BlackRock Canada periodically rebalances the underlying ETF weights back toward the fund's target allocation.

Geographic Exposure

Geographic exposure is globally diversified across Canada, the United States, international-developed markets, and emerging markets through the fund's underlying ETF holdings, rather than concentrated in a single country.

Principal Risks

As a fund-of-funds combining underlying equity and fixed-income ETFs at a targeted balanced mix, XBAL.TO carries the combined general equity-market and interest-rate/credit risk of its underlying holdings, multi-currency risk from its globally diversified components, and the risk that the fund's automatic rebalancing to its target mix does not eliminate the return volatility associated with its equity allocation.

Source Documents

This report is for educational and research purposes only. It does not constitute financial, investment, legal, or tax advice — always conduct your own due diligence before making investment decisions.