Canada Life Canadian Growth T8 (MAX2791)
10.40
+0.09 (+0.91%)
CAD |
Jun 27 2022
Returns Chart
Key Stats
Customize
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 2.53% | 166.29M | 2.21% | 83.74% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -94160.84 | 2.37% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide a high level of long-term capital growth by investing primarily in Canadian stocks. The Fund may also invest in foreign stocks and short-term investments. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | MAX2252 |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | -- |
| Broad Category | Equity |
| Category Name | Canadian Equity |
| Category Index | Morningstar Canada GR CAD |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Canada Life Investment Mgmt Ltd |
| Prospectus Benchmark Index | |
| S&P/TSX Composite TR | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Patricia Nesbitt | 7.42 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category Low
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Category High
1 Year
% Rank:
58
-94160.84
-1.851B
Category Low
1.197B
Category High
3 Months
% Rank:
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Category High
3 Years
% Rank:
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Category High
6 Months
% Rank:
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Category High
5 Years
% Rank:
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Category High
YTD
% Rank:
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10 Years
% Rank:
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As of May 31, 2022
Performance Versus Category
As of June 24, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 24, 2022.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Royal Bank of Canada | 8.50% | 124.77 | 0.35% |
| The Toronto-Dominion Bank | 6.45% | 84.85 | 1.33% |
| Bank of Montreal | 6.07% | 124.64 | 1.20% |
| Canadian Natural Resources Ltd | 4.71% | 68.74 | 5.53% |
| Canadian Pacific Railway Ltd | 3.77% | 90.97 | 0.02% |
| Brookfield Asset Management Inc Registered Shs -A- Limited Vtg | 3.48% | 58.90 | 0.05% |
| Canadian National Railway Co | 3.06% | 146.02 | -0.50% |
| Intact Financial Corp | 3.05% | 182.73 | 1.28% |
| Nutrien Ltd | 2.28% | 107.81 | 4.21% |
| Constellation Software Inc | 2.26% | 1946.11 | -0.13% |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide a high level of long-term capital growth by investing primarily in Canadian stocks. The Fund may also invest in foreign stocks and short-term investments. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | MAX2252 |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | -- |
| Broad Category | Equity |
| Category Name | Canadian Equity |
| Category Index | Morningstar Canada GR CAD |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Canada Life Investment Mgmt Ltd |
| Prospectus Benchmark Index | |
| S&P/TSX Composite TR | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Patricia Nesbitt | 7.42 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (6-24-22) | 2.21% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 17.52 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of February 28, 2022
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 7/16/2008 |
| Last Annual Report Date | 3/31/2021 |
| Last Prospectus Date | -- |
| Share Classes | |
| MAX1252 | Commission-based Advice |
| MAX2252 | Fee-based Advice |
| MAX2310 | Institutional |
| MAX2429 | Fee-based Advice |
| MAX2552 | Institutional |
| MAX2790 | Commission-based Advice |
| MAX3052 | Commission-based Advice |
| MAX3152 | Commission-based Advice |
| MAX3252 | Commission-based Advice |
| MAX6252 | Fee-based Advice |
| MAX6429 | Fee-based Advice |
| MAX6752 | Fee-based Advice |
| MAX6952 | Fee-based Advice |
| MAX7152 | Fee-based Advice |
| MAX7352 | Fee-based Advice |
| Attributes | |
| Enhanced Index Fund | No |
| 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 |