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MUTUAL:MFC1168:TSX

Universal All-Cdn Growth Cls A Series A – MUTUAL:MFC1168 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
17.50 CAD0.08 (+0.45%)15.24 - 17.50--

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

Overview - MUTUAL:MFC1168

This fund will invest mainly in Canadian equity securities issued by Canadian corporations and government bodies to achieve long-term capital growth and provide a reasonable rate of return.

Growth of $10,000 (10 Years)

Total Return4.58%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$500.00
Management Tenure12 Years
Fund Inception10/26/2000

Trailing Total Returns - MUTUAL:MFC1168

as of 03/31/2013
TimeframeMUTUAL:MFC1168S&P 500Canadian Equity
1 Month1.46%1.93%-1.02%
3 Month3.72%7.18%0.42%
Year-to-Date3.72%12.74%3.19%
1 Year7.67%16.89%6.16%
3 Year4.11%12.80%3.15%
5 Year2.60%5.21%0.17%
10 Year7.35%7.88%7.46%
Since Inception4.58%10.38%--

Sector Allocation - MUTUAL:MFC1168

as of 03/31/2013
Basic Materials
 
2.11%
Consumer Cyclical
 
16.66%
Financial Services
 
13.78%
Real Estate
 
0.00%
Consumer Defensive
 
12.53%
Healthcare
 
0.00%
Utilities
 
0.00%
Communication Services
 
11.88%
Energy
 
21.16%
Industrials
 
21.88%
Technology
 
0.00%

Asset Allocation - MUTUAL:MFC1168

as of 03/31/2013
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
0.000.00
Other0.72
 
 
0.00-0.72
Foreign Stock0.00
 
 
81.8481.84
Foreign Bond0.00
 
 
0.000.00
Total0.7281.8481.12
Cash0.00
 
 
18.8818.88
Total Net Assets$26.54M
Total Stock Holdings19
Total Bond Holdings0

Top Ten Holdings - MUTUAL:MFC1168

as of 03/31/2013
CompanyYTD Return% of Assets
TSE:TD-0.33%6.01%
TSE:TRI12.61%5.70%
TSE:DOL9.90%5.55%
TSE:AIM1.67%5.36%
TSE:SJR.B7.25%5.34%
TSE:BNS1.23%5.27%
TSE:CVE-6.21%5.07%
TSE:ACM.A22.24%4.84%
TSE:GIL8.72%4.71%
TSE:MRU-2.44%4.70%

Valuation & Growth - MUTUAL:MFC1168

as of 03/31/2013
ValuationMUTUAL:MFC1168Category Range
Price/Earnings15.09
Price/Book2.33
Price/Sales1.69
Price/Cash Flow9.21
Dividend Yield2.81
LT Earnings9.14
Historical Earnings7.21
Sales Growth3.72
Cash-Flow Growth7.46
Book-Value Growth-2.18
Key:  Lo 
 Hi

Morningstar Summary - MUTUAL:MFC1168, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskLow
ReturnAvg
Key:  Lo 
 Hi

Tax Analysis - MUTUAL:MFC1168, 3 Year Avg

Pretax Return4.11%
Tax-adjusted Return4.11%
Tax Cost Ratio0.00%
Potential Cap Gains--

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