Mackenzie Canadian Equity Fund T8 (MFC9205)
15.03
+0.01
(+0.05%)
CAD |
Dec 27 2024
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
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 | |
Net Fund Flows Versus Peer Group
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
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 29, 2024.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Royal Bank of Canada ORD | 7.42% | 120.88 | -0.17% |
| Toronto-Dominion Bank ORD | 5.09% | 53.00 | 0.19% |
| Mackenzie US Large Cap Equity Index ETF | 4.87% | 247.28 | -0.70% |
| Canadian Pacific Kansas City Ltd ORD | 3.68% | 72.56 | -0.79% |
| Canadian Natural Resources Ltd ORD | 3.60% | 30.16 | 0.13% |
| Agnico Eagle Mines Ltd (Ontario) ORD | 2.86% | 78.65 | -0.46% |
| Bank of Montreal ORD | 2.86% | 97.05 | 0.04% |
| Suncor Energy Inc ORD | 2.77% | 35.26 | 0.28% |
| Canadian National Railway Co ORD | 2.77% | 101.97 | -0.67% |
| CGI Inc ORD | 2.68% | 109.87 | -0.43% |
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 | |
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 | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Share Classes | |
| MFC2031 | Commission-based Advice |
| MFC2032 | Institutional |
| MFC3666 | Commission-based Advice |
| MFC4151 | Commission-based Advice |
| MFC4153 | Fee-based Advice |
| MFC4666 | Do-It-Yourself |
| MFC4962 | Fee-based Advice |
| MFC6053 | Commission-based Advice |
| MFC6127 | Commission-based Advice |
| MFC6816 | Fee-based Advice |
| MFC7338 | Fee-based Advice |
| MFC7339 | Fee-based Advice |
| MFC7341 | Commission-based Advice |
| MFC7366 | Commission-based Advice |
| MFC7367 | Fee-based Advice |
| MFC7368 | Commission-based Advice |
| MFC7369 | Commission-based Advice |
| MFC7370 | Commission-based Advice |
| MFC7371 | Fee-based Advice |
| MFC7372 | Fee-based Advice |
| MFC7375 | Commission-based Advice |
| MFC7623 | Commission-based Advice |
| MFC7626 | Commission-based Advice |
| MFC7627 | Fee-based Advice |
| MFC7628 | Fee-based Advice |
| MFC7629 | Fee-based Advice |
| MFC7630 | Fee-based Advice |
| MFC7631 | Fee-based Advice |
| MFC7632 | Commission-based Advice |
| MFC7633 | Commission-based Advice |
| MFC7634 | Fee-based Advice |
| MFC7635 | Commission-based Advice |
| MFC7636 | Fee-based Advice |
| MFC7639 | Commission-based Advice |
| MFC9198 | Commission-based Advice |
| MFC9199 | Fee-based Advice |
| MFC9200 | Institutional |
| MFC9201 | Commission-based Advice |
| MFC9202 | Fee-based Advice |
| MFC9203 | Commission-based Advice |
| MFC9208 | Commission-based Advice |
| MRD233 | Commission-based Advice |
| MRD733 | Commission-based Advice |
| MRD9133 | Commission-based Advice |
| MRD9733 | 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% |
Excel Add-In Codes
| Name: =YCI("M:MFC9205.TO", "name") |
| Broad Asset Class: =YCI("M:MFC9205.TO", "broad_asset_class") |
| Broad Category: =YCI("M:MFC9205.TO", "broad_category_group") |
| Prospectus Objective: =YCI("M:MFC9205.TO", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |