Breaking News
Get 55% Off 0
Selloff or Market Correction? Either Way, Here's What to Do Next
See Overvalued Stocks
Close

Mawer Tax Effective Balanced Fund Class A (0P0000714C)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
45.893 +0.170    +0.37%
20/12 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 1.59B
Type:  Fund
Market:  Canada
Issuer:  Mawer Investment Management Ltd
Asset Class:  Equity
Mawer Tax Effective Balanced Fund Class A 45.893 +0.170 +0.37%

0P0000714C Overview

 
Find basic information about the Mawer Tax Effective Balanced Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000714C MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change8.28%
Prev. Close45.723
Risk Rating
TTM Yield1.76%
ROE23.37%
IssuerMawer Investment Management Ltd
Turnover25.44%
ROA7.85%
Inception DateJan 08, 1988
Total Assets1.59B
ExpensesN/A
Min. Investment500
Market Cap40.56B
CategoryGlobal Neutral Balanced
What is your sentiment on Mawer Tax Effective Balanced Fund Class A?
or
Market is currently closed. Voting is open during market hours.

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1125 1033 1155 1109 1313 1893
Fund Return 12.49% 3.26% 15.52% 3.5% 5.59% 6.59%
Place in category 1219 1400 1226 1052 585 147
% in Category 80 88 80 76 51 23

Top Equity Funds by Mawer Investment Management Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mawer Global Equity 13.85B 11.93 6.20 10.88
  Mawer International Equity Fund Cla 7.63B 15.11 2.90 7.43
  Mawer US Equity A 4.49B 25.20 9.35 13.56
  Mawer Canadian Equity A 3.73B 20.93 8.94 8.09
  Mawer Global Small Cap A 2.8B -3.94 -2.92 7.48

Top Funds for Global Neutral Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Scotia Partners Balanced Growth Por 2.68B 13.76 4.28 6.07

Top Holdings

Name ISIN Weight % Last Change %
Mawer Global Small Cap Series O - 6.38 - -
Canada (Government of) 0.01% - 3.00 - -
Quebec (Province Of) 3.6% - 2.86 - -
Ontario (Province Of) 3.65% - 2.41 - -
Canada (Government of) 3.25% - 1.88 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Neutral Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Neutral Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000714C Comments

Write your thoughts about Mawer Tax Effective Balanced Fund Class A
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email