Mackenzie Conservative Allocation ETF (MCON.TO)
21.10
-0.02
(-0.09%)
CAD |
TSX |
May 17, 14:09
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.19% | 0.09% | 30.60M | 367.67 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 2.39% | 4.14% | 4.972M | Upgrade |
Basic Info
| Investment Strategy | |
| The fund seeks to provide a combination of income and moderate long-term capital growth, 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 | Large Cap/Blend |
| Fixed Income Style | Medium Quality/Extensive Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Allocation |
| Category Name | Global Fixed Income Balanced |
| Category Index | Morningstar Can FI Gbl Tgt Alloc NR CAD |
| Global Category Name | Cautious Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Mackenzie Investments |
| Prospectus Benchmark Index | |
| FTSE Canada Universe Bond | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Not Disclosed | 3.59 yrs |
Performance Versus Category
As of May 16, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 16, 2024.
Basic Info
| Investment Strategy | |
| The fund seeks to provide a combination of income and moderate long-term capital growth, 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 | Large Cap/Blend |
| Fixed Income Style | Medium Quality/Extensive Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Allocation |
| Category Name | Global Fixed Income Balanced |
| Category Index | Morningstar Can FI Gbl Tgt Alloc NR CAD |
| Global Category Name | Cautious Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Mackenzie Investments |
| Prospectus Benchmark Index | |
| FTSE Canada Universe Bond | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Not Disclosed | 3.59 yrs |