Mackenzie FuturePath Canadian Equity Balanced PH (MFC13681)
14.25
+0.18
(+1.27%)
CAD |
Mar 23 2026
MFC13681 Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.35% |
| Stock | 68.68% |
| Bond | 28.35% |
| Convertible | 0.00% |
| Preferred | 0.03% |
| Other | 1.59% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 97.79% |
|---|---|
|
North America
|
97.19% |
| Canada | 89.12% |
| United States | 8.07% |
|
Latin America
|
0.60% |
| Brazil | 0.00% |
| Chile | 0.02% |
| Colombia | 0.00% |
| Mexico | 0.53% |
| Peru | 0.01% |
| Venezuela | 0.00% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 0.64% |
|---|---|
| United Kingdom | 0.27% |
|
Europe Developed
|
0.37% |
| Austria | 0.00% |
| Belgium | 0.01% |
| Denmark | 0.01% |
| Finland | 0.00% |
| France | 0.10% |
| Germany | 0.02% |
| Ireland | 0.07% |
| Netherlands | 0.09% |
| Spain | 0.00% |
| Switzerland | 0.01% |
|
Europe Emerging
|
0.01% |
| Poland | 0.01% |
|
Africa And Middle East
|
0.00% |
| Saudi Arabia | 0.00% |
| Greater Asia | 0.08% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.05% |
| Australia | 0.05% |
|
Asia Developed
|
0.02% |
| Hong Kong | 0.01% |
| Singapore | 0.01% |
| South Korea | 0.00% |
|
Asia Emerging
|
0.01% |
| China | 0.00% |
| Philippines | 0.00% |
| Unidentified Region | 1.49% |
|---|
Bond Credit Quality Exposure
| AAA | 23.31% |
| AA | 15.04% |
| A | 22.60% |
| BBB | 24.31% |
| BB | 7.21% |
| B | 2.09% |
| Below B | 0.75% |
| CCC | 0.64% |
| CC | 0.00% |
| C | 0.03% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.09% |
| Not Rated | 0.19% |
| Not Available | 4.50% |
| Short Term | 0.00% |
As of December 31, 2025
Stock Sector Exposure
| Cyclical |
|
38.94% |
| Materials |
|
10.46% |
| Consumer Discretionary |
|
4.77% |
| Financials |
|
22.21% |
| Real Estate |
|
1.51% |
| Sensitive |
|
24.20% |
| Communication Services |
|
1.33% |
| Energy |
|
8.22% |
| Industrials |
|
9.29% |
| Information Technology |
|
5.37% |
| Defensive |
|
5.78% |
| Consumer Staples |
|
3.60% |
| Health Care |
|
0.28% |
| Utilities |
|
1.91% |
| Not Classified |
|
31.07% |
| Non Classified Equity |
|
0.59% |
| Not Classified - Non Equity |
|
30.48% |
As of December 31, 2025
Bond Sector Exposure
As of December 31, 2025
| Type | % Net |
|---|---|
| Government | 22.90% |
| Corporate | 48.84% |
| Securitized | 0.26% |
| Municipal | 21.08% |
| Other | 6.92% |
Bond Maturity Exposure
| Short Term |
|
4.38% |
| Less than 1 Year |
|
4.38% |
| Intermediate |
|
66.14% |
| 1 to 3 Years |
|
10.17% |
| 3 to 5 Years |
|
14.61% |
| 5 to 10 Years |
|
41.37% |
| Long Term |
|
29.30% |
| 10 to 20 Years |
|
6.81% |
| 20 to 30 Years |
|
15.24% |
| Over 30 Years |
|
7.25% |
| Other |
|
0.18% |
As of December 31, 2025