MUTUAL:MFC2000:TSX
Mackenzie Financial Corp – MUTUAL:MFC2000 Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|
| 107.71 CAD | -0.14 (-0.13%) | 82.65 - 108.62 | -- |
Market data as of 12:00AM 08/11/25. Quotes are delayed by at least 15 min.
Overview - MUTUAL:MFC2000
The Fund seeks to achieve long-term growth of capital by investing primarily in common shares of U.S. companies of any size, from larger, well-established companies to smaller, emerging growth companies. The Fund may invest up to 30% of its assets in securities of non-U.S. issuers. The Fund may hold cash and/or short-term debt securities in anticipation of, or in response to, unfavourable market conditions; and/or for liquidity purposes.
Growth of $10,000 (10 Years)
| Total Return | 11.77% |
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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 | 8 Years |
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| Fund Inception | 07/15/2004 |
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Trailing Total Returns - MUTUAL:MFC2000
as of 06/30/2025
| Timeframe | MUTUAL:MFC2000 | S&P 500 | US Equity |
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| 1 Month | 5.43% | 2.24% | 2.80% |
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| 3 Month | 10.31% | 14.21% | 12.51% |
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| Year-to-Date | -1.01% | 8.59% | 3.42% |
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| 1 Year | 14.86% | 16.33% | 12.58% |
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| 3 Year | 28.04% | 17.10% | 16.10% |
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| 5 Year | 15.21% | 15.88% | 13.07% |
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| 10 Year | 16.66% | 13.66% | 11.03% |
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| Since Inception | 11.77% | 11.16% | -- |
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Sector Allocation - MUTUAL:MFC2000
as of 06/30/2025
| Basic Materials | | 1.28% |
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| Consumer Cyclical | | 14.66% |
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| Financial Services | | 9.42% |
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| Real Estate | | 2.41% |
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| Consumer Defensive | | 0.32% |
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| Healthcare | | 7.49% |
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| Utilities | | 0.00% |
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| Communication Services | | 14.02% |
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| Energy | | 0.00% |
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| Industrials | | 6.80% |
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| Technology | | 43.60% |
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Asset Allocation - MUTUAL:MFC2000
as of 06/30/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | -- | | | 94.77 | 94.77 |
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| Bond | -- | | | 0.00 | 0.00 |
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| Other | -- | | | 0.13 | 0.13 |
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| Foreign Stock | -- | | | 3.54 | 3.54 |
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| Foreign Bond | -- | | | 0.00 | 0.00 |
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| Total | -- | | | 98.44 | 98.44 |
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| Cash | -- | | | 1.57 | 1.57 |
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| Total Net Assets | $2.14B |
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| Total Stock Holdings | 57 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - MUTUAL:MFC2000
as of 06/30/2025
Valuation & Growth - MUTUAL:MFC2000
as of 06/30/2025
| Valuation | MUTUAL:MFC2000 | Category Range |
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| Price/Earnings | 38.23 | |
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| Price/Book | 10.23 | |
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| Price/Sales | 7.36 | |
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| Price/Cash Flow | 27.64 | |
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| Dividend Yield | 0.59 | |
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| LT Earnings | 10.49 | |
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| Historical Earnings | 20.63 | |
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| Sales Growth | 13.56 | |
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| Cash-Flow Growth | 23.94 | |
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| Book-Value Growth | 16.91 | |
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