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

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Net Fund Flows Versus Peer Group

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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
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
16.04%
-10.15%
20.16%
8.41%
12.06%
-12.58%
12.06%
5.08%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.55%
5.64%
-0.06%
10.07%
10.66%
7.38%
-7.40%
7.90%
14.95%
7.24%
-3.53%
12.48%
10.53%
8.28%
-9.06%
8.64%
11.15%
--
--
--
--
12.31%
-10.18%
9.06%
10.82%
--
--
--
--
--
-7.40%
7.87%
14.85%
As of December 25, 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 --
Bond
Yield to Maturity --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --

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) --

Fund Details

Key Dates
Inception Date --
Last Annual Report Date --
Last Prospectus Date --
Share Classes
MFC3232 Commission-based Advice
MFC3233 Fee-based Advice
MFC3235 Institutional
MFC3826 Institutional
MFC4417 Commission-based Advice
MFC4453 Commission-based Advice
MFC4481 Commission-based Advice
MFC4499 Commission-based Advice
MFC4523 Fee-based Advice
MFC4525 Commission-based Advice
MFC4528 Commission-based Advice
MFC4532 Commission-based Advice
MFC4535 Commission-based Advice
MFC4538 Commission-based Advice
MFC4540 --
MFC4652 Do-It-Yourself
MFC4700 Do-It-Yourself
MFC4930 Fee-based Advice
MFC6064 Commission-based Advice
MFC6138 Commission-based Advice
MFC6264 Commission-based Advice
MFC6305 Commission-based Advice
MFC6396 Commission-based Advice
MFC6426 Commission-based Advice
MFC6670 Commission-based Advice
MFC6671 Commission-based Advice
MFC6756 Commission-based Advice
MFC6912 Fee-based Advice
MFC7432 Fee-based Advice
MFC7433 Commission-based Advice
MFC7434 Fee-based Advice
MFC7435 Commission-based Advice
MFC7436 Fee-based Advice
MFC7437 Fee-based Advice
MFC7438 Fee-based Advice
MFC7439 Commission-based Advice
MFC7440 Commission-based Advice
MFC8002 Do-It-Yourself
MFC9245 Fee-based Advice
MFC9246 Institutional
MFC9247 Institutional
MFC9249 Commission-based Advice
MFC9389 Fee-based Advice
MRD241 Commission-based Advice
MRD741 Commission-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

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
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Top 10 Holdings

Name % Weight Price % Change
Mackenzie Global High Yield Fixed Income ETF 5.73% 17.92 -0.17%
Royal Bank of Canada ORD 2.33% 120.74 0.02%
CAD Cash
2.00% -- --
Toronto-Dominion Bank ORD 1.67% 53.06 0.86%
Microsoft Corp ORD 1.36% 439.33 0.94%
Bank of Montreal ORD 1.28% 96.84 -0.14%
Canadian Pacific Kansas City Ltd ORD 1.27% 73.38 0.31%
Canadian Natural Resources Ltd ORD 1.27% 30.25 0.77%
Apple Inc ORD 1.04% 258.20 1.15%
Sun Life Financial Inc ORD 1.02% 59.35 0.15%

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
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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 --
Bond
Yield to Maturity --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --

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) --

Fund Details

Key Dates
Inception Date --
Last Annual Report Date --
Last Prospectus Date --
Share Classes
MFC3232 Commission-based Advice
MFC3233 Fee-based Advice
MFC3235 Institutional
MFC3826 Institutional
MFC4417 Commission-based Advice
MFC4453 Commission-based Advice
MFC4481 Commission-based Advice
MFC4499 Commission-based Advice
MFC4523 Fee-based Advice
MFC4525 Commission-based Advice
MFC4528 Commission-based Advice
MFC4532 Commission-based Advice
MFC4535 Commission-based Advice
MFC4538 Commission-based Advice
MFC4540 --
MFC4652 Do-It-Yourself
MFC4700 Do-It-Yourself
MFC4930 Fee-based Advice
MFC6064 Commission-based Advice
MFC6138 Commission-based Advice
MFC6264 Commission-based Advice
MFC6305 Commission-based Advice
MFC6396 Commission-based Advice
MFC6426 Commission-based Advice
MFC6670 Commission-based Advice
MFC6671 Commission-based Advice
MFC6756 Commission-based Advice
MFC6912 Fee-based Advice
MFC7432 Fee-based Advice
MFC7433 Commission-based Advice
MFC7434 Fee-based Advice
MFC7435 Commission-based Advice
MFC7436 Fee-based Advice
MFC7437 Fee-based Advice
MFC7438 Fee-based Advice
MFC7439 Commission-based Advice
MFC7440 Commission-based Advice
MFC8002 Do-It-Yourself
MFC9245 Fee-based Advice
MFC9246 Institutional
MFC9247 Institutional
MFC9249 Commission-based Advice
MFC9389 Fee-based Advice
MRD241 Commission-based Advice
MRD741 Commission-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

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:MFC4530.TO", "name")
Broad Asset Class: =YCI("M:MFC4530.TO", "broad_asset_class")
Broad Category: =YCI("M:MFC4530.TO", "broad_category_group")
Prospectus Objective: =YCI("M:MFC4530.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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