Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.38% 0.27% 5.591M --
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.90% 106.7% -1.052M Upgrade

Basic Info

Investment Strategy
The fund seeks to achieve long-term capital appreciation by investing primarily in a diversified portfolio of U.S. securities while also seeking to reduce overall market sensitivity. In order to achieve its investment objectives, the fund invests primarily in U.S. securities with a focus on securities with lower sensitivity to market changes.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name US Equity
Category Index Morningstar US Market TR CAD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective --
Fund Owner Firm Name Manulife Investment Management
Prospectus Benchmark Index
S&P 500 TR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 2.48 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
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--
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Total Return (NAV)
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--
--
--
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Category Rtn. (NAV)
--
--
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--
--
--
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% Rank in Cat (NAV)
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As of May 03, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
-1.07%
6.52%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
5.18%
10.95%
9.20%
20.93%
3.14%
19.73%
-3.58%
6.68%
7.84%
--
0.28%
26.81%
12.42%
26.20%
-11.11%
18.37%
10.15%
--
--
--
9.10%
25.98%
-8.83%
11.13%
2.50%
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--
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As of May 03, 2024.

Asset Allocation

As of April 05, 2024.
Type % Net % Long % Short
Cash 0.52% Upgrade Upgrade
Stock 99.48% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The fund seeks to achieve long-term capital appreciation by investing primarily in a diversified portfolio of U.S. securities while also seeking to reduce overall market sensitivity. In order to achieve its investment objectives, the fund invests primarily in U.S. securities with a focus on securities with lower sensitivity to market changes.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name US Equity
Category Index Morningstar US Market TR CAD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective --
Fund Owner Firm Name Manulife Investment Management
Prospectus Benchmark Index
S&P 500 TR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 2.48 yrs

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