Manulife Canadian Equity Index Fund (Capped) CAP A

 (MUTF_CA:MCP3713)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.15%  
1 week   +0.70%
   
4 week   +2.49%
   
3 month   +6.75%
   
YTD   +3.46%
   
1 year   +22.97%
   
3 years*   +4.06%
   
5 years*   +4.94%
   
*annualized
Best 3 month return+28.08%  
Worst 3 month return-32.19%  

Morningstar statistics

Morningstar category: Canadian Equity
  Return Risk Rating
3 years Below Average Average
5 years Below Average Average
10 years Below Average Average
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets10.15M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee2.63%  
Fund familyManufacturers Life Insurance Co 

Asset allocation

Cash1.55%  
Stocks97.02%  
Bonds0.39%  
Other1.04%  

Purchase information

InitialCA$500  
AdditionalCA$500  
IRA InitialCA$1,000  
17.12-0.03(-0.15%)
Feb 16, 7:00PM EST Overall Morningstar RatingTM

Description

The investment objective of the fund is to achieve investment results that approximate the total return of the S&P/TSX Composite Index, one of the most watched benchmarks of the Canadian Equity Market. May use derivatives such as futures.
Asset manager:
Brett Hryb (Started: Jun 30, 2014)
Advisor Company:
Manufacturers Life Insurance Co
500 King Street North
519 747 6919 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -3.00 -2.97 -3.00 -2.90
Beta* 1.00 1.00 1.00 0.99
Mean annual return 1.53 0.35 0.38 0.22
R-squared* 99.99 99.99 99.99 99.99
Standard deviation 5.68 8.33 8.21 13.38
Sharpe ratio 3.14 0.43 0.46 0.10
* Against standard index

Top 10 holdings

Security Net Assets  
Manulife Canadian Equity Index (MAM) 99.77%