Returns Chart

Basic Info

Investment Strategy
General
Security Type
Broad Asset Class
Broad Category
Global Peer Group
Peer Group
Global Macro
US Macro
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective
Fund Owner Firm Name
Broad Asset Class Benchmark Index

View Basic Info
Start Trial

Net Fund Flows Versus Peer Group

1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
No Data Available
1 Month
% Rank: --
-- Peer Group Low
-- Peer Group High
1 Year
% Rank: --
-- Peer Group Low
-- Peer Group High
3 Months
% Rank: --
-- Peer Group Low
-- Peer Group High
3 Years
% Rank: --
-- Peer Group Low
-- Peer Group High
6 Months
% Rank: --
-- Peer Group Low
-- Peer Group High
5 Years
% Rank: --
-- Peer Group Low
-- Peer Group High
YTD
% Rank: --
-- Peer Group Low
-- Peer Group High
10 Years
% Rank: --
-- Peer Group Low
-- Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--
View Performance Versus Peer Group
Start Trial

Annual Total Returns Versus Peers

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
-3.38%
21.38%
2.49%
23.57%
0.91%
11.20%
28.37%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
23.07%
--
--
23.69%
9.22%
21.43%
-10.75%
14.59%
17.29%
9.42%
-10.90%
24.02%
4.31%
21.94%
-7.23%
8.22%
15.87%
9.70%
-10.67%
24.31%
4.61%
22.27%
-6.94%
8.54%
16.22%
9.86%
-10.75%
24.44%
4.71%
22.30%
-7.13%
8.30%
15.88%
As of December 17, 2024.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM --
30-Day SEC Yield --
7-Day SEC Yield --
Stock
Weighted Average PE Ratio --
Weighted Average Price to Sales Ratio --
Weighted Average Price to Book Ratio --
Weighted Median ROE --
Weighted Median ROA --
ROI (TTM) --
Return on Investment (TTM) --
Earning Yield --
LT Debt / Shareholders Equity --

Growth Metrics

EPS Growth (1Y) --
EPS Growth (3Y) --
EPS Growth (5Y) --
Sales Growth (1Y) --
Sales Growth (3Y) --
Sales Growth (5Y) --
Sales per Share Growth (1Y) --
Sales per Share Growth (3Y) --
Operating Cash Flow - Growth Ratge (3Y) --

Growth Estimates

Forecasted 5 Yr Earnings Growth --
Forecasted Book Value Growth --
Forecasted Cash Flow Growth --
Forecasted Earnings Growth --
Forecasted Revenue Growth --
View Growth Estimates
Start Trial

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
View Asset Allocation
Start Trial

Top 10 Holdings

Name % Weight Price % Change
Cash and Cash Equivalents
3.71% -- --
Exxon Mobil Corp ORD 2.86% 108.47 -2.14%
Walmart Inc ORD 2.82% 94.87 0.66%
AbbVie Inc ORD 2.72% 171.63 -1.00%
Citigroup Inc ORD 2.64% 71.49 0.68%
Microsoft Corp ORD 2.54% 451.59 0.97%
Coca-Cola Co ORD 2.53% 62.55 -0.90%
Regeneron Pharmaceuticals Inc ORD 2.40% 724.87 -0.88%
Bank of America Corp ORD 2.40% 45.47 -0.44%
Pultegroup Inc ORD 2.40% 117.04 -1.17%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors No
Open to Existing Investors No
Minimum Initial Investment --
Minimum Subsequent Investment --

Basic Info

Investment Strategy
General
Security Type
Broad Asset Class
Broad Category
Global Peer Group
Peer Group
Global Macro
US Macro
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective
Fund Owner Firm Name
Broad Asset Class Benchmark Index

View Basic Info
Start Trial

Fundamentals

General
Distribution Yield --
Dividend Yield TTM --
30-Day SEC Yield --
7-Day SEC Yield --
Stock
Weighted Average PE Ratio --
Weighted Average Price to Sales Ratio --
Weighted Average Price to Book Ratio --
Weighted Median ROE --
Weighted Median ROA --
ROI (TTM) --
Return on Investment (TTM) --
Earning Yield --
LT Debt / Shareholders Equity --

Growth Metrics

EPS Growth (1Y) --
EPS Growth (3Y) --
EPS Growth (5Y) --
Sales Growth (1Y) --
Sales Growth (3Y) --
Sales Growth (5Y) --
Sales per Share Growth (1Y) --
Sales per Share Growth (3Y) --
Operating Cash Flow - Growth Ratge (3Y) --

Growth Estimates

Forecasted 5 Yr Earnings Growth --
Forecasted Book Value Growth --
Forecasted Cash Flow Growth --
Forecasted Earnings Growth --
Forecasted Revenue Growth --
View Growth Estimates
Start Trial

Fund Details

Key Dates
Inception Date --
Last Annual Report Date --
Last Prospectus Date --
Share Classes
MAX1623 Commission-based Advice
MAX1923 Commission-based Advice
MAX2123 Fee-based Advice
MAX2223 Fee-based Advice
MAX2453 Commission-based Advice
MAX2523 Commission-based Advice
MAX2623 Commission-based Advice
MAX4123 Commission-based Advice
MAX4423 Commission-based Advice
MAX4523 Commission-based Advice
MAX4823 Commission-based Advice
MAX5023 Commission-based Advice
MAX5223 Commission-based Advice
MAX5423 Commission-based Advice
MAX6123 Institutional
MAX6223 Fee-based Advice
MAX6423 Fee-based Advice
MAX6723 Fee-based Advice
MAX6923 Fee-based Advice
MAX7601 Commission-based Advice
MAX7603 Fee-based Advice
MAX7604 Fee-based Advice
MAX7606 Commission-based Advice
MAX7608 Commission-based Advice
MAX7609 Fee-based Advice
Attributes
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No

Top Portfolio Holders

View Top Portfolio Holders
Start Trial

Excel Add-In Codes

Name: =YCI("M:MAX1323.TO", "name")
Broad Asset Class: =YCI("M:MAX1323.TO", "broad_asset_class")
Broad Category: =YCI("M:MAX1323.TO", "broad_category_group")
Prospectus Objective: =YCI("M:MAX1323.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
View Excel Add-In Codes
Start Trial