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Gain insight and learn about current and historical fund portfolio performance on Mackenzie Cundill Value Fund.
- Mackenzie Cundill Value Fund - Mackenzie Investments
Strictly adheres to a value investment style: buying...
- Mackenzie Cundill Value | Mackenzie Investments
Gain insight and learn about current and historical fund...
- Mackenzie Cundill Value Fund - Mackenzie Investments
Strictly adheres to a value investment style: buying undervalued, out-of-favour or misunderstood situations, which can generate competitive long-term returns as these situations re-price in the market. Invests globally in a free-to-roam mandate that is concentrated in the portfolio manager’s highest conviction ideas.
Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price.
- Sector Allocation
- Morningstar Equity Investment Style
- Why Invest in this fund?
NAME Information Technology Industrials Financials Health Care Consumer Staples Energy Consumer Discretionary Materials Communication Serv. Cash & Equivalents
fund’s i styl LARGE P. co a C VALUE The v tment id r d VALUE BLEND GROWTH LARGE CAP MEDIUM CAP SMALL CAP
Strictly adheres to a value investment style: buying undervalued, out-of-favour or misunderstood situations, which can generate competitive long-term returns as these situations re-price in the market. Invests globally in a free-to-roam mandate that is concentrated in the portfolio manager’s highest conviction ideas. Fund uses a pure bottom-up stoc...
Mackenzie Cundill Value Fund Series A. The Fund pursues long-term capital growth from investments primarily in equity securities. The Fund may invest the majority of its assets in the securities of companies in a single country or a single industry depending on prevailing market conditions.
Value of $10,000 invested 09/30/2023 A line chart illustrating the growth of $10,000 invested in the fund starting September 30, 2013. At September 29, 2023, the investment would be worth $14,009. Major Holdings*** 08/31/2023 Major Holdings Represent 31.3% of the fund NAMESNC-Lavalin Group Inc PERCENT VALUE4.0% UBS Group AG 3.6%
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Gain insight and learn about current and historical fund portfolio performance on Mackenzie Cundill Value GIF.