Mackenzie Growth Allocation ETF (MGRW.TO)
26.44
+0.01
(+0.04%)
CAD |
TSX |
Jun 25, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.19% | 0.07% | 35.67M | 953.40 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
2.20% | 0.22% | 8.979M | Upgrade |
Basic Info
Investment Strategy | |
The fund seeks to provide 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 Equity Balanced |
Category Index | Morningstar Can Eq Gbl Tgt Alloc NR CAD |
Global Category Name | Aggressive 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 | |
S&P 500 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Not Disclosed | 3.67 yrs |
Performance Versus Category
As of June 25, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 25, 2024.
Basic Info
Investment Strategy | |
The fund seeks to provide 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 Equity Balanced |
Category Index | Morningstar Can Eq Gbl Tgt Alloc NR CAD |
Global Category Name | Aggressive 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 | |
S&P 500 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Not Disclosed | 3.67 yrs |