Mackenzie US Mid Cap Opportunities Series PWT5 (MFC8122)
15.02
-0.02
(-0.16%)
CAD |
Feb 19 2026
MFC8122 Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 3.47% |
| Stock | 96.58% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.05% |
Market Capitalization
As of November 30, 2025
| Large | 3.26% |
| Mid | 24.49% |
| Small | 72.25% |
Region Exposure
| Americas | 96.58% |
|---|---|
|
North America
|
96.58% |
| United States | 96.58% |
|
Latin America
|
0.00% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 0.00% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 3.42% |
|---|
Stock Sector Exposure
| Cyclical |
|
8.82% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
0.00% |
| Financials |
|
8.82% |
| Real Estate |
|
0.00% |
| Sensitive |
|
48.94% |
| Communication Services |
|
0.00% |
| Energy |
|
0.00% |
| Industrials |
|
22.40% |
| Information Technology |
|
26.54% |
| Defensive |
|
38.45% |
| Consumer Staples |
|
2.29% |
| Health Care |
|
36.16% |
| Utilities |
|
0.00% |
| Not Classified |
|
3.80% |
| Non Classified Equity |
|
3.80% |
| Not Classified - Non Equity |
|
0.00% |
As of November 30, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |