Key stats
About MACKENZIE US LOW VOLATILITY ETF UNITS CAD
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Inception date
Jun 6, 2024
Structure
Canadian Mutual Fund Trust (ON)
The fund seeks long-term capital growth by investing in large- and mid-capitalization US companies. It applies a quantitative, bottom-up selection investment process based on fundamental insights and following a core investment style. The portfolio management team uses a quantitative approach to stock selection, portfolio construction, and transaction cost measurement while employing fundamental ideas in a disciplined, risk-aware manner. The ETF aims to operate with lower volatility against its benchmark while following an ESG-integrated approach through quantitative modeling. The approach determines which ESG characteristics are perceived to be most material to financial performance that could lead to better risk-adjusted returns. As an actively managed fund, the portfolio manager has full discretion to make any investment at any time.
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
Technology Services
Finance
Electronic Technology
Health Technology
Stocks98.33%
Technology Services17.52%
Finance15.93%
Electronic Technology14.08%
Health Technology10.52%
Consumer Non-Durables8.82%
Utilities7.40%
Retail Trade5.08%
Communications3.82%
Industrial Services3.79%
Distribution Services2.80%
Health Services2.29%
Consumer Services1.92%
Energy Minerals1.77%
Commercial Services0.98%
Transportation0.85%
Producer Manufacturing0.62%
Process Industries0.15%
Bonds, Cash & Other1.67%
Cash1.67%
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