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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- 0.04% 5.058M 33.53
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 175.00M Upgrade

Basic Info

Investment Strategy
Mackenzie Target 2029 North American IG Corporate Bond ETF seeks to provide regular income and preserve capital, over a pre-determined time period, by investing primarily in a portfolio of investment-grade Canadian-dollar and US-dollar - 15 - denominated corporate bonds with an effective maturity in 2029. Mackenzie Target 2029 North American IG Corporate Bond ETFs termination date is anticipated to be on or about November 30, 2029 (the 2029 Termination Date).
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Short Term
Peer Group Global Corporate Fixed Income
Global Macro Bond Short Term
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Mackenzie Investments
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
3.05%
0.07%
5.56%
4.54%
-0.99%
-6.39%
5.50%
3.68%
4.61%
-0.07%
2.35%
1.45%
-0.52%
-0.53%
4.40%
13.86%
1.61%
1.34%
As of January 18, 2026.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 0.00%
Bond 98.89%
Convertible 0.00%
Preferred 0.00%
Other 1.11%
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Basic Info

Investment Strategy
Mackenzie Target 2029 North American IG Corporate Bond ETF seeks to provide regular income and preserve capital, over a pre-determined time period, by investing primarily in a portfolio of investment-grade Canadian-dollar and US-dollar - 15 - denominated corporate bonds with an effective maturity in 2029. Mackenzie Target 2029 North American IG Corporate Bond ETFs termination date is anticipated to be on or about November 30, 2029 (the 2029 Termination Date).
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Short Term
Peer Group Global Corporate Fixed Income
Global Macro Bond Short Term
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Mackenzie Investments
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

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