Codes & Fees – Mackenzie US Dividend Fund Series T8 | Mackenzie Investments

Mackenzie US Dividend Fund Series T8

Asset Class: US Equity
MER as of March 31, 2019
Series Current sort (ascending) Prefix sort by Prefix Front End CAD sort by Front End CAD Back End CAD sort by Back End CAD Low Load 2 CAD sort by Low Load 2 CAD Low Load 3 CAD sort by Low Load 3 CAD Front End USD sort by Front End USD Back End USD sort by Back End USD Low Load 2 USD sort by Low Load 2 USD Low Load 3 USD sort by Low Load 3 USD Mgmt Fee % sort by Mgmt Fee % MER % sort by MER % Fixed Rate Distribution sort by MER %
A MFC 4732 4733 7231 4734 1.85% 2.38%
D MFC 4735 1.10% 1.49%
F MFC 4736 0.80% 1.10%
F5 # MFC 4737 0.80% 1.12% 5.00%
F8 # MFC 5643 0.80% 1.08% 8.00%
FB MFC 4992 0.85% 1.22%
FB5 # MFC 4993 0.85% 1.30% 5.00%
O MFC 4738 0.03%
PW MFC 6489 1.80% 2.17%
PWFB MFC 6918 0.80% 1.02%
PWFB5 # MFC 6919 0.80% 1.09% 5.00%
PWT5 # MFC 6758 1.80% 2.09% 5.00%
PWT8 # MFC 5808 1.80% 2.21% 8.00%
PWX MFC 6491
PWX8 # MFC 5814 8.00%
T5 # MFC 4739 4740 7232 4741 1.85% 2.34% 5.00%
T8 # MFC 5721 5722 7296 5723 1.85% 2.42% 8.00%
For more advisor information, please login or register if you do not have an account.

Mackenzie Institute Login

| Register
I confirm that I have read and understood the Terms and Conditions and Privacy Policy as of January 2018 and agree to such terms.

Why Register?

  • Get access to the features of myMackenzie.
  • Find sales ideas and marketing materials.
  • Gain entry to events for CE credits.
Register
For more advisor information, please login or register if you do not have an account.

Mackenzie Institute Login

| Register

Why Register?

  • Get access to the features of myMackenzie.
  • Find sales ideas and marketing materials.
  • Gain entry to events for CE credits.
Register

Other US Equity Funds

Portfolio Managers

Darren McKiernan, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Global Equity & Income Team

Investment experience since 1995

Eugene Profis, MBA, CFA

Vice President, Investment Management

Mackenzie Global Equity & Income Team

Investment experience since 2005

#This series pays a monthly annual fixed rate distribution.

Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investment funds. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.

For changes in the business, operations or affairs of an investment fund, and reorganization or acquisition of assets in an investment fund during the most recent 10 years that could have materially affected the performance of the investment fund, please refer to the "Major Changes During the Last 10 Years” section in the most recent Annual Information Form.

Mutual Fund US Dollar Settlement Option details.

Index performance does not include the impact of fees, commissions, and expenses that would be payable by investors in the investment products that seek to track an index.

The rate of return is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the investment fund or asset allocation service or returns on investment in the investment fund or from the use of the asset allocation service.

* The S&P 500 Index is a market capitalization weighted index of 500 widely held securities, designed to measure broad U.S. equity performance.