Key stats
About MACKENZIE CDN LRG CAP EQTY IDX ETF UNITS SERIES E
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Inception date
Jan 24, 2018
Structure
Canadian Mutual Fund Trust (ON)
Replication method
Physical
Tax on distributions
Eligible Dividends
Primary advisor
Mackenzie Financial Corp.
The fund is passively managed to track a narrow index of Canadas largest companies. The fund selects the 60 largest companies from the Solactive Canada Broad Market Index, and weights them according to their free-float market capitalization. It offers a very straightforward investment strategy, while not limiting itself to a specific sector. The indices are rebalanced quarterly in February, May, August, and November.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Technology Services
Non-Energy Minerals
Stocks99.53%
Finance37.88%
Technology Services13.24%
Non-Energy Minerals10.36%
Industrial Services9.86%
Transportation9.20%
Energy Minerals8.28%
Retail Trade4.67%
Communications2.62%
Utilities2.02%
Consumer Services0.87%
Producer Manufacturing0.53%
Bonds, Cash & Other0.47%
Cash0.47%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history