Toronto - Delayed Quote CAD

Mackenzie Strategic Income PWT8 (0P0001031U.TO)

9.91 +0.01 (+0.07%)
At close: November 28 at 3:00 PM EST

Fund Summary

Mackenzie Strategic Income PWT8

180 Queen Street West
416-922-5322

Fund Overview

Category --
Fund Family Mackenzie Investments
Net Assets 1.75B
YTD Return 10.96%
Yield 1.96%
Morningstar Rating
Inception Date Dec 01, 2017

Fund Operations

Last Dividend 0.16
Last Cap Gain --
Holdings Turnover 40.94%
Average for Category --

Fees & Expenses

Expense 0P0001031U.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

Wincy Wong, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie All Cap Value Team. She has investment research responsibilities for the energy, health care, consumer staples and consumer discretionary sectors. Wincy’s career in the investment industry began in 1997. She joined Howson Tattersall Investment Counsel in 2003, and the company became part of Mackenzie Investments in 2008. Prior to 2003, Wincy spent two years analyzing Canadian equities at another investment counsel firm, and four years as an Equity Research Associate at a Canadian investment 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.

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