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Mawer Tax Effective Balanced Fund Class A (0P0000714C)

Toronto

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46.863 +0.370 +0.79%

21/01 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.61B

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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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Technical Chart

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Rating

1-Year Change9.23%

Prev. Close46.495

Risk Rating

TTM Yield1.80%

ROE23.43%

IssuerN/A

Turnover25.44%

ROA7.90%

Inception DateJan 08, 1988

Total Assets1.61B

ExpensesN/A

Min. Investment500

Market Cap41.55B

CategoryGlobal Neutral Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1110	1006	1110	1071	1294	1855
Fund Return	11.02%	0.59%	11.02%	2.31%	5.29%	6.38%
Place in category	1279	1372	1279	1075	605	163
% in Category	83	84	83	78	52	24

Top Equity Funds by Mawer Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Mawer Global Equity	10.3B	10.72	4.79	10.63
Mawer International Equity Fund Cla	7.79B	14.63	2.47	7.35
Mawer US Equity A	4.58B	21.71	6.96	12.99
Mawer Canadian Equity A	3.81B	17.68	6.73	7.76
Mawer Global Small Cap A	2.76B	-3.71	-3.36	7.38

Top Funds for Global Neutral Balanced Category

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Scotia Partners Balanced Growth Por		2.68B	12.32	3.01	5.93

Top Holdings

Name	ISIN	Weight %	Last	Change %
Mawer Global Small Cap Series O	-	6.31	-	-
Canada (Government of) 0.01%	-	2.94	-	-
Quebec (Province Of) 3.6%	-	2.84	-	-
Ontario (Province Of) 3.65%	-	1.85	-	-
Canada (Government of) 3.25%	-	1.85	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Mawer Tax Effecti.	46.863	+0.370	+0.79%