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MUTUAL:MAX1867:TSX

Mackenzie Universal U.S. Growth Leaders – MUTUAL:MAX1867 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
9.18 CAD0.20 (+2.24%)7.40 - 9.18--

Market data as of 12:00AM 05/17/13. Quotes are delayed by at least 15 min.

Overview - MUTUAL:MAX1867

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.

Growth of $10,000 (10 Years)

Total Return6.44%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$500.00
Management Tenure10 Years
Fund Inception01/27/1995

Trailing Total Returns - MUTUAL:MAX1867

as of 03/31/2013
TimeframeMUTUAL:MAX1867S&P 500US Equity
1 Month2.01%1.93%0.67%
3 Month10.59%7.18%6.73%
Year-to-Date10.59%12.74%12.51%
1 Year6.70%16.89%14.30%
3 Year8.27%12.80%8.89%
5 Year2.50%5.21%2.49%
10 Year2.14%7.88%2.86%
Since Inception6.44%10.38%--

Sector Allocation - MUTUAL:MAX1867

as of 03/31/2013
Basic Materials
 
5.48%
Consumer Cyclical
 
25.52%
Financial Services
 
11.20%
Real Estate
 
1.76%
Consumer Defensive
 
9.05%
Healthcare
 
9.13%
Utilities
 
0.00%
Communication Services
 
3.46%
Energy
 
6.88%
Industrials
 
9.29%
Technology
 
18.23%

Asset Allocation - MUTUAL:MAX1867

as of 03/31/2013
By PercentShort0%LongNet
Stock0.00
 
 
93.2793.27
Bond0.00
 
 
0.000.00
Other0.27
 
 
0.00-0.27
Foreign Stock0.00
 
 
3.023.02
Foreign Bond0.00
 
 
0.000.00
Total0.2796.2996.02
Cash0.00
 
 
3.973.97
Total Net Assets$129.54M
Total Stock Holdings56
Total Bond Holdings0

Top Ten Holdings - MUTUAL:MAX1867

as of 03/31/2013
CompanyYTD Return% of Assets
V10.62%4.68%
MA9.41%4.30%
MON12.17%4.11%
CBS20.53%3.80%
AAPL-18.91%3.77%
PM11.94%3.29%
SLB7.26%3.19%
LVS20.69%3.09%
NOV2.27%2.95%
GILD30.65%2.76%

Valuation & Growth - MUTUAL:MAX1867

as of 03/31/2013
ValuationMUTUAL:MAX1867Category Range
Price/Earnings22.00
Price/Book4.22
Price/Sales3.10
Price/Cash Flow15.29
Dividend Yield1.11
LT Earnings15.17
Historical Earnings19
Sales Growth11.33
Cash-Flow Growth7.42
Book-Value Growth9.97
Key:  Lo 
 Hi

Morningstar Summary - MUTUAL:MAX1867, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskAvg
ReturnBelow Avg
Key:  Lo 
 Hi

Tax Analysis - MUTUAL:MAX1867, 3 Year Avg

Pretax Return8.27%
Tax-adjusted Return8.27%
Tax Cost Ratio0.00%
Potential Cap Gains--

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