MPCF:CA:TSX-Mackenzie Portfolio Completion ETF

ETF | Global Neutral Balanced | Toronto Stock Exchange

Last Closing

CAD 18.45

Change

0.00 (0.00)%

Market Cap

CAD 7.47M

Volume

800.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 22/11/2017

Primary Benchmark: MSCI World NR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.80 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-16 )

Largest Industry Peers for Global Neutral Balanced

Symbol Name Mer Price(Change) Market Cap
VBAL:CA Vanguard Balanced Portfolio 0.25 %

N/A

CAD 2.65B
XBAL:CA iShares Core Balanced ETF Port.. 0.76 %

-0.01 (-0.04%)

CAD 1.22B
ZMI:CA BMO Monthly Income 0.61 %

N/A

CAD 0.12B
PINC:CA Purpose Multi-Asset Income Fun.. 0.99 %

+0.10 (+0.58%)

CAD 0.10B
HCON:CA Horizons Conservative TRI ETF .. 0.15 %

+0.02 (+0.15%)

CAD 0.05B
PRP:CA Purpose Conservative Income Fu.. 0.71 %

N/A

CAD 0.01B
PIN:CA Purpose Monthly Income Fund Se.. 0.72 %

N/A

CAD 5.63M

ETFs Containing MPCF:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Neutral Balanced) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.77% 40% F 41% F
Dividend Return N/A N/A N/A N/A F
Total Return 1.77% 40% F 41% F
Trailing 12 Months  
Capital Gain -9.11% 17% F 51% F
Dividend Return 1.16% 33% F 9% A-
Total Return -7.96% 17% F 45% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain -0.88% 50% F 33% F
Dividend Return -0.82% 17% F 19% F
Total Return 0.06% 17% F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 2.42% 83% B 91% A-
Risk Adjusted Return -33.81% 17% F 12% F
Market Capitalization 7.47M 27% F 11% F

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.