Toronto - Free Realtime Quote CAD

Symmetry Conservative Inc Port LM (0P0000V5LA.TO)

6.22 +0.01 (+0.09%)
As of August 23 at 4:00 PM EDT. Market Open.

Fund Summary

Symmetry Conservative Inc Port LM

180 Queen Street West
416-922-5322

Fund Overview

Category --
Fund Family Mackenzie Investments
Net Assets 725.72M
YTD Return 5.15%
Yield 1.00%
Morningstar Rating
Inception Date Dec 04, 2013

Fund Operations

Last Dividend 0.07
Last Cap Gain --
Holdings Turnover 10.42%
Average for Category --

Fees & Expenses

Expense 0P0000V5LA.TO Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Nelson has experience in investment research and portfolio management of multi-asset strategies. Prior to joining Mackenzie in 2017, Nelson spent seven years at the Canada Pension Plan Investment Board where he performed various roles, including head portfolio manager of the active commodities portfolio, covering energy, agriculture and metals. Nelson has Bachelor of Science and Master of Science degrees in computer science from the University of Toronto and also graduated from the Rotman School of Business with a Master of Finance. 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.

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