U.S. markets close in 2 hours 53 minutes

Manulife Strategic Dividend Bundle Adv (0P00016JEP.TO)

Toronto - Toronto Delayed Price. Currency in CAD
11.26-0.05 (-0.48%)
As of 03:00PM EST. Market open.

Manulife Strategic Dividend Bundle Adv

200 Bloor St. East, NT-6.

Toronto, Ontario, Canada M4W 1E5

Ward, District 7, HCMC

Management Information
Jason Zhang,Lead Manager since August 9, 2015
Jason Zhang, CFA, is director and senior investment analyst, Portfolio Solutions Group (PSG), at Manulife Asset Management. PSG is responsible for the development and growth of Manulife’s asset allocation solutions for individual and institutional investors in the US, Canada, and Asia. Solutions include individual target date and target risk strategies, alternative and international asset allocation portfolios, and highly customized corporate pension plans. Jason assists in the day-to-day monitoring and portfolio management of PSG’s Canadian Asset Allocation Portfolios.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryGlobal Neutral Balanced
Fund FamilyManulife Investment Management Limited
Net Assets1.86B
YTD Return6.21%
Morningstar Rating★★★★
Inception DateAug 4, 2015

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover12.45%
Average for CategoryN/A

Fees & Expenses

Expense0P00016JEP.TOCategory Average
Annual Report Expense Ratio (net)2.28%1.76%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A