MUTUAL:MFC8383:TSX
Bluewater Global Growth Series A – MUTUAL:MFC8383 Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|
| 20.54 CAD | -0.03 (-0.13%) | 19.01 - 21.89 | -- |
Market data as of 12:00AM 04/01/25. Quotes are delayed by at least 15 min.
Overview - MUTUAL:MFC8383
The Fund seeks capital growth over the longer term by investing primarily in a broad range of global equity securities. The Fund primarily invests in developed markets but, from time to time, may invest in emerging markets. The Fund follows an ESG-Integrated approach, as further described under the heading “Sustainable Investing at Mackenzie”.
Growth of $10,000 (10 Years)
| Total Return | 3.95% |
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| Yield (Trailing 12 Mo.) | 0.00% |
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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 | 9 Years |
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| Fund Inception | 12/21/2000 |
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Trailing Total Returns - MUTUAL:MFC8383
as of 02/28/2025
| Timeframe | MUTUAL:MFC8383 | S&P 500 | Global Equity |
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| 1 Month | -1.86% | -1.30% | -1.44% |
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| 3 Month | 1.33% | -0.97% | 1.95% |
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| Year-to-Date | 3.52% | 1.44% | 3.02% |
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| 1 Year | 10.01% | 18.41% | 17.04% |
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| 3 Year | 7.25% | 12.55% | 10.68% |
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| 5 Year | 9.73% | 16.85% | 11.52% |
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| 10 Year | 8.50% | 12.98% | 8.32% |
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| Since Inception | 3.95% | 11.12% | -- |
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Sector Allocation - MUTUAL:MFC8383
as of 02/28/2025
| Basic Materials | | 6.73% |
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| Consumer Cyclical | | 13.13% |
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| Financial Services | | 12.42% |
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| Real Estate | | 0.00% |
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| Consumer Defensive | | 4.31% |
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| Healthcare | | 12.36% |
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| Utilities | | 0.00% |
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| Communication Services | | 3.76% |
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| Energy | | 0.00% |
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| Industrials | | 21.54% |
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| Technology | | 25.75% |
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Asset Allocation - MUTUAL:MFC8383
as of 02/28/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | 0.00 | | | 71.66 | 71.66 |
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| Bond | 0.00 | | | 0.00 | 0.00 |
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| Other | 0.00 | | | 0.02 | 0.02 |
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| Foreign Stock | 0.00 | | | 27.86 | 27.86 |
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| Foreign Bond | 0.00 | | | 0.00 | 0.00 |
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| Total | 0.00 | | | 99.54 | 99.54 |
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| Cash | 0.94 | | | 1.39 | 0.46 |
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| Total Net Assets | $935.38M |
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| Total Stock Holdings | 49 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - MUTUAL:MFC8383
as of 02/28/2025
Valuation & Growth - MUTUAL:MFC8383
as of 02/28/2025
| Valuation | MUTUAL:MFC8383 | Category Range |
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| Price/Earnings | 38.12 | |
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| Price/Book | 8.34 | |
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| Price/Sales | 5.02 | |
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| Price/Cash Flow | 26.65 | |
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| Dividend Yield | 0.83 | |
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| LT Earnings | 10.62 | |
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| Historical Earnings | 18.32 | |
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| Sales Growth | 9.5 | |
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| Cash-Flow Growth | 15.37 | |
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| Book-Value Growth | 12.18 | |
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