Canada markets closed

Mackenzie Cundill Value Class - T8 (0P0000FWYG.TO)

Toronto - Toronto Delayed Price. Currency in CAD
Add to watchlist
6.07+0.02 (+0.27%)
At close: 04:00PM EDT

Mackenzie Cundill Value Class - T8

180 Queen Street West

800-387-0614
Management Information
Lawrence D. Chin,Lead Manager since July 18, 2013
Lawrence Chin, Senior Vice President, Investment Management, is Director of Research and co-lead of the Mackenzie Cundill Team. Lawrence holds research and portfolio management responsibilities for Canadian companies. Lawrence has investment experience since 1999 when he joined the Mackenzie Cundill Team. Lawrence has a BBA in Finance and Accounting from Simon Fraser University and is a CFA charterholder.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq1.gif
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryGlobal Equity
Fund FamilyMackenzie Investments
Net Assets116.11M
YTD Return11.45%
Yield0.00%
Morningstar Rating★
Inception DateDec 31, 2007

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover80.26%
Average for CategoryN/A

Fees & Expenses

Expense0P0000FWYG.TOCategory Average
Annual Report Expense Ratio (net)2.56%1.89%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A