Canada markets open in 9 hours 22 minutes

Mackenzie Maximum Diversification Canada Index Class PWT5 (0P00018DUT.TO)

Toronto - Toronto Delayed Price. Currency in CAD
Add to watchlist
16.83-0.05 (-0.27%)
At close: 04:00PM EDT

Mackenzie Maximum Diversification Canada Index Class PWT5

180 Queen Street West

800-387-0614
Management Information
Ayaaz Allymun,Lead Manager since June 26, 2016
Ayaaz Allymun is Portfolio Manager at TOBAM, which he joined in 2008 as a portfolio manager and researcher. Prior to his TOBAM appointment, Ayaaz was a portfolio manager at Credit Agricole Asset Management in Paris from 2004-08. He also has experience as a quantitative analyst in the Financial Engineering team at Credit Lyonnais Asset Management. In that role he had responsibility for developing systems solutions for equity portfolio managers.
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_0stylelargeeq3.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

CategoryCanadian Equity
Fund FamilyMackenzie Investments
Net Assets34.95M
YTD Return14.42%
Yield0.02%
Morningstar Rating★★★
Inception DateJun 26, 2016

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover15.91%
Average for CategoryN/A

Fees & Expenses

Expense0P00018DUT.TOCategory Average
Annual Report Expense Ratio (net)1.82%1.66%
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