MUTUAL:MFC4281:TSX
Bluewater Canadian Grth Fund Series A – MUTUAL:MFC4281 Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|
| 32.37 | -0.56 (-1.70%) | 30.94 - 36.04 | -- |
Market data as of 12:00AM 04/10/25. Quotes are delayed by at least 15 min.
Overview - MUTUAL:MFC4281
The Fund invests mainly in Canadian equity securities issued by Canadian corporations to achieve long-term capital growth and provide a reasonable rate of return. The investment approach follows a company-focused investment style, seeking companies with strong management, good growth prospects and a solid financial position.
Growth of $10,000 (10 Years)
| Total Return | 9.70% |
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| Yield (Trailing 12 Mo.) | 0.01% |
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| Expense Ratio | -- |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $500.00 |
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| Management Tenure | 15 Years |
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| Fund Inception | 01/30/1976 |
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Trailing Total Returns - MUTUAL:MFC4281
as of 03/31/2025
| Timeframe | MUTUAL:MFC4281 | S&P 500 | Canadian Focused Equity |
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| 1 Month | -3.56% | -5.63% | -2.84% |
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| 3 Month | 0.73% | -4.27% | -0.82% |
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| Year-to-Date | 0.73% | -4.27% | -0.82% |
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| 1 Year | 7.25% | 8.25% | 10.09% |
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| 3 Year | 6.52% | 9.06% | 7.58% |
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| 5 Year | 11.89% | 18.59% | 15.36% |
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| 10 Year | 8.75% | 12.50% | 7.86% |
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| Since Inception | 9.70% | 10.98% | -- |
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Sector Allocation - MUTUAL:MFC4281
as of 03/31/2025
| Basic Materials | | 2.62% |
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| Consumer Cyclical | | 4.26% |
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| Financial Services | | 31.29% |
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| Real Estate | | 2.86% |
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| Consumer Defensive | | 7.14% |
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| Healthcare | | 8.29% |
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| Utilities | | 0.00% |
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| Communication Services | | 0.00% |
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| Energy | | 0.00% |
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| Industrials | | 21.68% |
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| Technology | | 21.86% |
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Asset Allocation - MUTUAL:MFC4281
as of 03/31/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | 0.00 | | | 41.07 | 41.07 |
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| Bond | 0.00 | | | 0.00 | 0.00 |
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| Other | 0.03 | | | 0.00 | -0.03 |
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| Foreign Stock | 0.00 | | | 57.72 | 57.72 |
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| Foreign Bond | 0.00 | | | 0.00 | 0.00 |
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| Total | 0.03 | | | 98.79 | 98.76 |
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| Cash | 0.55 | | | 1.78 | 1.23 |
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| Total Net Assets | $4.62B |
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| Total Stock Holdings | 35 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - MUTUAL:MFC4281
as of 03/31/2025
Valuation & Growth - MUTUAL:MFC4281
as of 03/31/2025
| Valuation | MUTUAL:MFC4281 | Category Range |
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| Price/Earnings | 32.84 | |
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| Price/Book | 3.09 | |
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| Price/Sales | 3.47 | |
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| Price/Cash Flow | 21.56 | |
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| Dividend Yield | 1.16 | |
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| LT Earnings | 10.6 | |
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| Historical Earnings | 17.04 | |
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| Sales Growth | 9.4 | |
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| Cash-Flow Growth | 16.32 | |
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| Book-Value Growth | 9.32 | |
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