Breaking News
Get 50% Off 0
📌 New AI-picked stocks coming soon. 3 picks from last month are already up +30%...
Get early access
Close

Mackenzie Monthly Income Balanced Portfolio A (0P00015BOE)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
10.444 +0.019    +0.19%
29/07 - Delayed Data. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 1.44B
Mackenzie Monthly Income Balanced Portfolio - A 10.444 +0.019 +0.19%

0P00015BOE Overview

 
Find basic information about the Mackenzie Monthly Income Balanced Portfolio A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00015BOE MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change4.24%
Prev. Close10.424
Risk Rating
TTM Yield1.41%
ROE26.73%
IssuerN/A
Turnover5.72%
ROA10.73%
Inception DateDec 01, 2014
Total Assets1.44B
Expenses0.04%
Min. Investment500
Market Cap149.04B
CategoryGlobal Neutral Balanced
What is your sentiment on Mackenzie Monthly Income Balanced Portfolio - A?
or
Vote to see community's results!

Mackenzie Monthly Income Balanced Portfolio A Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1020 1014 1097 1248 1275 1539
Fund Return 2.03% 1.36% 9.73% 7.66% 4.99% 4.41%
Place in category 1317 1338 1045 1340 1017 520
% in Category 82 81 67 92 86 72

Top Other Funds by Mackenzie Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mackenzie Global Strat Incm PWT8 2.29B 3.02 10.13 5.60
  Mackenzie Global Strat Incm PW CAD 2.29B 3.02 10.12 5.59
  Mackenzie Global Strat Incm A CAD 2.29B 2.88 9.82 5.33
  Mackenzie Global Strat Incm T5 CAD 2.29B 2.87 9.79 5.32
  Mackenzie Global Strat Incm B 2.29B 2.89 9.84 5.34

Top Funds for Global Neutral Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Bal Port Sr T5 63.65B 3.88 10.57 5.73
  RBC Sel Bal Port Sr F CAD 63.65B 4.39 11.65 6.76
  RBC Sel Bal Port Sr A CDA 63.65B 3.88 10.57 5.72
  Fidelity Global Balanced Portf F5 19.08B 4.41 13.87 7.31
  Fidelity Global Balanced Portf F8 19.08B 4.41 13.86 7.30

Top Holdings

Name ISIN Weight % Last Change %
Mackenzie Global Equity Income Fund - 56.13 - -
Mackenzie Unconstrained Fixed Inc A - 18.77 - -
Mackenzie Canadian Bond - 13.76 - -
Mackenzie Sovereign Bond Fund - 8.07 - -
Mackenzie Global Inflation-Linked Fund Series R - 1.11 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00015BOE Comments

Write your thoughts about Mackenzie Monthly Income Balanced Portfolio A
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email