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Morningstar Star Ratings reflect performance of Series F as of Feburary 28, 2023 and are subject to change monthly. The ratings are an objective, quantitative measure of a fund’s historical risk-adjusted performance relative to other funds in its category. Only funds with at least a three-year track record are considered. The overall star rating for a fund is a weighted combination calculated from a fund’s 3, 5, and 10-year returns, as available, measured against the 91-day treasury bill and peer group returns. A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. If a fund scores in the top 10% of its fund category, it gets 5 stars; if it falls in the next 22.5%, it receives 4 stars; a place in the middle 35% earns a fund 3 stars; those in the next 22.5% receive 2 stars; and the lowest 10% receive 1 star. For more details on the calculation of Morningstar Star Ratings, see www.morningstar.ca.
Mackenzie Ivy Canadian Balanced Fund F, Canadian Equity Balanced Category: 3 years - 3 stars (324 funds), 5 years - 3 stars (296 funds), 10 years - 4 stars (197 funds). Mackenzie Ivy European Fund F, European Equity Category: 3 years - 4 stars (157 funds), 5 years - 4 stars (145 funds), 10 years - 4 stars (82 funds). Mackenzie Ivy Foreign Equity F, Global Equity Category: 3 years - 4 stars (1638 funds), 5 years - 4 stars (1344 funds), 10 years - 3 stars (642 funds). Mackenzie Ivy Global Balanced F, Global Equity Balanced Category: 3 years - 4 stars (1026 funds), 5 years - 4 stars (880 funds), 10 years - 4 stars (431 funds).