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Mackenzie Cundill Value GA (0P0001EXK5.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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10.68-0.06 (-0.59%)
As of 04:00PM EDT. Market open.

Mackenzie Cundill Value GA

180 Queen Street West

416-922-5322
Management Information
Richard Y.C. Wong,Lead Manager since March 23, 2016
Richard Wong, Senior Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Cundill Team, and has a focus on International Value Equity. Prior to joining Mackenzie Investments in 2016, Richard was a Global Portfolio Manager at a Canadian institutional value investment firm. Richard has extensive experience in fundamental equity analysis and portfolio construction. He started his career in the corporate and investment banking group of a major Canadian bank.
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 FamilyMackenzie Investments
Net Assets848.06M
YTD Return9.13%
Yield0.00%
Morningstar Rating★★
Inception DateMar 31, 2019

Fund Operations

Last Dividend0.04
Last Cap GainN/A
Holdings Turnover75.28%
Average for CategoryN/A

Fees & Expenses

Expense0P0001EXK5.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