(As of 3/31/2024)

Manulife U.S. Balanced Value Prv Seg Pool MPIP

(Global Neutral Balanced)
FundGrade A+® Rating recipient
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2022
2021
2020
2019



Inception Return
(4/30/2015)
5.98 %
YTD Return 5.67 %
NAVPS
(4/19/2024)
$16.36
Change ($0.03) / -0.18 %
Growth of $10,000 (As of March 31, 2024)
MER 2.31 %
Assets ($mil) $402.70
Rank (1Yr) 646/1038
Std Dev (3Yr) 12.81 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load Choice of Front or No Load
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
Fund Manager
Data not available
Portfolio Manager
Data not available
Sub-Advisor
Data not available
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of March 31, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.44 5.67 11.63 5.67 8.50 3.72 6.56 -   
Benchmark 1.80 5.77 13.57 5.77 12.38 3.87 5.64 7.01
Quartile Ranking 4 1 2 1 3 2 1 -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 5.72 -18.36 21.12 15.04 19.60 -3.43 10.78 5.24 -      -     
Benchmark 11.69 -11.62 6.48 11.12 12.26 2.68 8.66 2.39 17.05 12.44
Quartile Ranking 4 4 1 1 1 2 1 2 - -

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