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Mawer Tax Effective Balanced Fund Class A (0P0000714C)

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46.118 -0.040    -0.09%
20/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  Mawer Investment Management Ltd
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.59B
Mawer Tax Effective Balanced Fund Class A 46.118 -0.040 -0.09%

Mawer Tax Effective Balanced Fund Class A Overview

 
Find basic information about the Mawer Tax Effective Balanced Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000714C MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: CA5779327009)
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Rating
1-Year Change11.18%
Prev. Close46.159
Risk Rating
TTM Yield1.80%
ROE23.78%
IssuerMawer Investment Management Ltd
Turnover25.44%
ROA7.95%
Inception DateJan 08, 1988
Total Assets1.59B
ExpensesN/A
Min. Investment500
Market Cap40.14B
CategoryGlobal Neutral Balanced
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1094 1006 1181 1075 1308 1884
Fund Return 9.36% 0.59% 18.07% 2.43% 5.51% 6.54%
Place in category 1255 1562 1189 1021 539 132
% in Category 82 98 80 77 48 21

Top Equity Funds by Mawer Investment Management Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mawer Global Equity 13.68B 8.62 5.37 10.93
  Mawer International Equity Fund Cla 7.56B 13.96 2.76 7.67
  Mawer US Equity A 4.56B 18.61 7.98 13.47
  Mawer Canadian Equity A 3.83B 14.76 6.15 7.79
  Mawer Global Small Cap A 2.88B -4.87 -4.49 7.55

Top Funds for Global Neutral Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Scotia Partners Balanced Growth Por 2.69B 10.79 3.32 5.95

Top Holdings

Name ISIN Weight % Last Change %
Mawer Global Small Cap Series O - 6.69 - -
Canada (Government of) 0.01% - 2.79 - -
Quebec (Province Of) 3.6% - 2.72 - -
Ontario (Province Of) 3.65% - 2.16 - -
Canada (Government of) 3.25% - 1.70 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Sell Strong Buy Strong Buy
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