Toronto - Delayed Quote CAD

Mackenzie Ivy Global Balanced PWX8 (0P00010335.TO)

11.58 -0.01 (-0.11%)
At close: November 28 at 3:00 PM EST
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DELL
  • Previous Close 11.59
  • YTD Return --
  • Expense Ratio 0.00%
  • Category --
  • Last Cap Gain --
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 1.22B
  • Beta (5Y Monthly) --
  • Yield --
  • 5y Average Return --
  • Holdings Turnover 49.49%
  • Last Dividend --
  • Inception Date Mar 7, 2002

Mackenzie Investments

Fund Family

--

Fund Category

1.22B

Net Assets

2002-03-07

Inception Date

Performance Overview: 0P00010335.TO

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Trailing returns as of 11/28/2024.

YTD Return

0P00010335.TO
0.00%
Category
0.00%
 

1-Year Return

0P00010335.TO
0.00%
Category
0.00%
 

3-Year Return

0P00010335.TO
0.00%
Category
0.00%
 

5-Year Return

0P00010335.TO
0.00%
Category
0.00%
 

Holdings: 0P00010335.TO

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Top 10 Holdings (25.52% of Total Assets)

SymbolCompany% Assets
BRK-B
Berkshire Hathaway Inc. 3.13%
GOOGL
Alphabet Inc. 2.71%
DHR
Danaher Corporation 2.69%
BN.TO
Brookfield Corporation 2.69%
JNJ
Johnson & Johnson 2.66%
ADP
Automatic Data Processing, Inc. 2.39%
MSFT
Microsoft Corporation 2.33%
ABT
Abbott Laboratories 2.32%
CPG.L
Compass Group PLC 2.32%
HLMA.L
Halma plc 2.27%

Sector Weightings

Sector0P00010335.TO
Technology   21.73%
Healthcare   18.76%
Industrials   9.75%
Energy   0.01%
Real Estate   0.00%
Utilities   0.00%

Recent News: 0P00010335.TO

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Research Reports: 0P00010335.TO

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