Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.
Morningstar Star Ratings reflect performance of Series F as of Feburary 28, 2023 and are subject to change monthly. The ratings are an objective, quantitative measure of a fund’s historical risk-adjusted performance relative to other funds in its category. Only funds with at least a three-year track record are considered. The overall star rating for a fund is a weighted combination calculated from a fund’s 3, 5, and 10-year returns, as available, measured against the 91-day treasury bill and peer group returns. A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. If a fund scores in the top 10% of its fund category, it gets 5 stars; if it falls in the next 22.5%, it receives 4 stars; a place in the middle 35% earns a fund 3 stars; those in the next 22.5% receive 2 stars; and the lowest 10% receive 1 star. For more details on the calculation of Morningstar Star Ratings, see www.morningstar.ca.
Mackenzie Canadian Dividend Fund F, Canadian Dividend & Income Equity Category: 3 years - 4 stars (397 funds), 5 years - 4 stars (362 funds), 10 years - 4 stars (216 funds). Mackenzie Global Dividend Fund F, Global Equity Category: 3 years - 4 stars (1638 funds), 5 years - 5 stars (1344 funds), 10 years - 4 stars (642 funds). Mackenzie Global Strategic Income Fund F, Global Neutral Balanced Category: 3 years - 4 stars (1352 funds), 5 years - 4 stars (1165 funds), 10 years - 5 stars (527 funds). Mackenzie Income Fund F, Canadian Fixed Income Balanced Category: 3 years - 4 stars (339 funds), 5 years - 4 stars (293 funds), 10 years - 5 stars (208 funds). Mackenzie Strategic Income Fund F, Canadian Neutral Balanced Category: 3 years - 4 stars (354 funds), 5 years - 4 stars (333 funds), 10 years - 4 stars (226 funds). Mackenzie Unconstrained Fixed Income Fund F, High Yield Fixed Income Category: 3 years - 4 stars (437 funds), 5 years - 4 stars (339 funds), 10 years - n/a stars (n/a funds). Mackenzie USD Global Strategic Income Fund F, Global Neutral Balanced Category: 3 years - 5 stars (1352 funds), 5 years - 5 stars (1165 funds), 10 years - n/a stars (n/a funds).