Mackenzie Balanced Allocation ETF (MBAL.TO)
28.42
+0.05
(+0.18%)
CAD |
TSX |
Dec 11, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.18% | 0.02% | 146.14M | 2949.03 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | 3.28% | 27.33M | Upgrade |
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 |
| 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% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 12, 2025.
Asset Allocation
As of August 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.00% |
| Stock | 61.88% |
| Bond | 36.08% |
| Convertible | 0.00% |
| Preferred | 0.11% |
| Other | 1.94% |
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 |
| 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% |