Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.18% -0.10% 175.45M 4687.77
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 3.28% 41.26M

Basic Info

Investment Strategy
Mackenzie Balanced Allocation ETF seeks to provide long-term capital growth with a moderate level of income, primarily by investing in ETFs that provide exposure to a portfolio of global equity and fixed income securities.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset CAD Balanced - Global
Peer Group Global Neutral Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Mackenzie Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
10.94%
-11.37%
13.14%
16.73%
13.94%
2.34%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
3.28%
--
10.25%
10.40%
-11.00%
12.47%
16.14%
12.91%
2.42%
--
10.28%
6.57%
-11.25%
10.62%
11.79%
10.47%
2.14%
--
--
12.93%
-12.52%
15.89%
16.50%
13.82%
2.47%
As of February 14, 2026.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 60.22%
Bond 37.40%
Convertible 0.00%
Preferred 0.11%
Other 2.27%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
Mackenzie Balanced Allocation ETF seeks to provide long-term capital growth with a moderate level of income, primarily by investing in ETFs that provide exposure to a portfolio of global equity and fixed income securities.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset CAD Balanced - Global
Peer Group Global Neutral Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Mackenzie Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders