Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.59% 264.23M -- 17.01%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
8.077M 3.66% Upgrade Upgrade

Basic Info

Investment Strategy
The fundamental investment objective of the Fund is to seek to provide long-term total return consisting of income and the potential for capital appreciation by investing primarily in a portfolio of U.S. investment grade and high yield debt securities.
General
Security Type Mutual Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Absolute Return Bond CAD
Peer Group High Yield Fixed Income
Global Macro Alternative Bond
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Manulife
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

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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
1 Month
% Rank: 45
-111.91M Peer Group Low
123.15M Peer Group High
1 Year
% Rank: 50
8.077M
-482.69M Peer Group Low
820.94M Peer Group High
3 Months
% Rank: 52
-143.47M Peer Group Low
511.01M Peer Group High
3 Years
% Rank: 92
-518.84M Peer Group Low
1.014B Peer Group High
6 Months
% Rank: 42
-443.48M Peer Group Low
618.00M Peer Group High
5 Years
% Rank: 76
-466.49M Peer Group Low
1.007B Peer Group High
YTD
% Rank: 45
-495.76M Peer Group Low
787.33M Peer Group High
10 Years
% Rank: 24
-2.397B Peer Group Low
2.796B 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
2018
2019
2020
2021
2022
2023
2024
YTD
-2.74%
11.29%
6.40%
2.78%
-10.66%
9.46%
6.76%
4.15%
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
2.95%
-8.62%
3.77%
-1.32%
1.18%
-14.97%
5.62%
5.26%
4.88%
-6.07%
11.75%
4.03%
3.58%
-11.13%
10.27%
4.85%
3.07%
-5.24%
10.54%
2.80%
2.65%
-11.00%
10.36%
4.46%
5.31%
-2.24%
11.74%
7.39%
-0.36%
-12.92%
6.77%
6.83%
4.02%
As of December 06, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-5-25) 5.10%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (10-31-25) 6.54%
Effective Duration --
Average Coupon 6.81%
Calculated Average Quality 5.553
Effective Maturity 5.114
Nominal Maturity 5.914
Number of Bond Holdings 9
As of October 31, 2025

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.73%
Stock 0.00%
Bond 99.45%
Convertible 0.00%
Preferred 0.17%
Other -1.35%
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Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP Yes
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 500.00 None
Minimum Subsequent Investment 25.00 None

Basic Info

Investment Strategy
The fundamental investment objective of the Fund is to seek to provide long-term total return consisting of income and the potential for capital appreciation by investing primarily in a portfolio of U.S. investment grade and high yield debt securities.
General
Security Type Mutual Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Absolute Return Bond CAD
Peer Group High Yield Fixed Income
Global Macro Alternative Bond
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Manulife
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-5-25) 5.10%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (10-31-25) 6.54%
Effective Duration --
Average Coupon 6.81%
Calculated Average Quality 5.553
Effective Maturity 5.114
Nominal Maturity 5.914
Number of Bond Holdings 9
As of October 31, 2025

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 12/31/2024
Last Prospectus Date --
Share Classes
MMF4633 Fee-based Advice
MMF4933 Fee-based Advice
MMF9686 Fee-based Advice
MMF9810 Commission-based Advice
MMF9986 Commission-based Advice
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund Yes
Synthetic Replication 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:MMF4333.TO", "name")
Broad Asset Class: =YCI("M:MMF4333.TO", "broad_asset_class")
Broad Category: =YCI("M:MMF4333.TO", "broad_category_group")
Prospectus Objective: =YCI("M:MMF4333.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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