Overview

Quick Facts

Daily Price

$16.7764
0.55% ($0.09)
April 02, 2026

Summary Stats

Asset Class Canadian Dividend and Income Equity
Risk Medium
MER 1 2.49%
Net Assets $107.27 M
Inception Date September 14, 2022
Fund Status Open
Geographic Allocation
A map of Canada.
A map of Canada.

Geographic Allocation

A map of Canada.
A map of Canada.

Growth of $10,000

A chart thumbnail displaying change in value of $10,000 invested in this fund.
A chart thumbnail displaying change in value of $10,000 invested in this fund. 

Underlying Fund

Manulife Smart Dividend ETF

Underlying Fund Manager

Manulife Investment Management Limited

Portfolio Management Team

Manulife Systematic Equity Beta Team(part of the Multi-Asset Solutions Team)

Investment Objective

The Fund seeks to provide a steady flow of income and long-term capital appreciation by investing primarily in a diversified portfolio of Canadian dividend paying securities.

Fund Codes

FE BE LL NLCB2
MSE3278 MSE3978 MSE3378 MSE3878
Fund Status Open SWO SWO Open

(Front-end, Back-end, Low-load, No-load with CB) (selected)

FE MSE3278 Open
BE MSE3978 SWO
LL MSE3378 SWO
NLCB2 MSE3878 Open
FE BE LL NLCB2
(Front-end, Back-end, Low-load, No-load with CB) MSE3278 MSE3978 MSE3378 MSE3878
Fund Status Open SWO SWO Open

Performance ±

Growth Chart

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Total return for this timeframe
Growth Chart

Compound Returns (%)

1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
7.74 11.43 21.39 9.83 37.38 17.25 16.91

(Front-end, Back-end, Low-load, No-load with CB)

1 month 7.74
3 months 11.43
6 months 21.39
YTD 9.83
1 year 37.38
3 years 17.25
5 years
10 years
Inception 16.91
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
(Front-end, Back-end, Low-load, No-load with CB) (selected) 7.74 11.43 21.39 9.83 37.38 17.25 16.91

Calendar Returns (%)

2022 2023 2024 2025
9.78 13.16 27.47

(Front-end, Back-end, Low-load, No-load with CB)

2022
2023 9.78
2024 13.16
2025 27.47
2022 2023 2024 2025
(Front-end, Back-end, Low-load, No-load with CB) (selected) 9.78 13.16 27.47

Portfolio Allocation as of January 31, 2026

Asset Allocation (%)

Asset Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Asset Allocation pie chart.
Name Weight %
Equities 88.86
Cash and equivalents 11.24

Geographic Allocation (%)

Geographic Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Geographic Allocation pie chart.
Name Weight %
Canada 98.96
United States 1.04

Sector Allocation (%)

Sector Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Sector Allocation pie chart.
Name Weight %
Financials 26.74
Materials 19.23
Energy 17.83
Industrials 8.69
Cons. discrectionary 7.97
Utilities 5.12
Communication serv. 4.75
Consumer staples 3.77
Real Estate 3.12
Information tech. 2.78

Top 10 Holdings (%)

Name Weight %
Barrick Gold Corporation 3.85
Toronto-Dominion Bank Com New 3.83
Nutrien Ltd. 3.72
Bank of Montreal 3.56
Bank of Nova Scotia (The) 3.49
Canadian Imperial Bank of Commerce 3.40
Manulife Financial Corporation 3.30
B2Gold Corp. 3.22
Whitecap Resources Inc. Com New 3.19
Fortis Inc. 3.14

Historical Net Asset Values

Fees

 
(Front-end, Back-end, Low-load, No-load with CB) (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
2.24 0.00 2.49

(Front-end, Back-end, Low-load, No-load with CB)

Management Fee (%) 2.24
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.49
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
(Front-end, Back-end, Low-load, No-load with CB) (selected) 2.24 0.00 2.49