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IG Mackenzie Cat mond Srv financ J SF (0P0000WJLZ.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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33.98-0.01 (-0.04%)
At close: 04:00PM EDT

IG Mackenzie Cat mond Srv financ J SF

447 Portage Avenue

One Canada Centre

204 957 7383
Management Information
,Lead Manager since February 1, 2023
Arup heads the Mackenzie Global Quantitative Equity Team which provides quantitative investment capabilities in Global and Emerging Markets equities. Arup has 25 years of experience in quantitative equity investing. Arup joined Mackenzie in September 2017 to head the Global Quantitative Equity Team. Arup has a Bachelor of Technology degree from the Indian Institute of Technology in Kanpur, India, and earned an MBA with distinction from the Johnson School of Management at Cornell University. He is a CFA charterholder.
Morningstar Style Box
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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

CategoryN/A
Fund FamilyInvestors Group Inc
Net Assets30.32M
YTD Return-1.04%
Yield0.00%
Morningstar Rating★★★★
Inception DateJul 12, 2012

Fund Operations

Last Dividend0.09
Last Cap GainN/A
Holdings Turnover22.22%
Average for CategoryN/A

Fees & Expenses

Expense0P0000WJLZ.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
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