Mackenzie US Div Registered PW (F00000TH2G.TO)
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Mackenzie US Div Registered PW
180 Queen Street West
800-387-0614
Management Information
Darren McKiernan,Lead Manager since April 22, 2014
Darren McKiernan, Senior Vice President, Investment Management, is Head of the Mackenzie Global Equity & Income Team. Darren’s career in the investment industry began in 1995. Prior to joining Mackenzie Investments, he was Vice President and Lead Portfolio Manager of a major global dividend fund at a leading investment management company. Before that, Darren was a co-manager at a global value-based investment firm, where he focused on U.S. equities. Darren has a BComm (Hons.) from the University of Manitoba and 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
CategoryUS Equity
Fund FamilyMackenzie Investments
Net Assets6.71M
YTD Return8.40%
Yield0.71%
Morningstar Rating★
Inception DateApr 23, 2014
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover186.62%
Average for CategoryN/A
Fees & Expenses
ExpenseF00000TH2G.TOCategory Average
Annual Report Expense Ratio (net)2.12%1.70%
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
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