Overview

Quick Facts

Daily Price

$13.4699
-0.46% (-$0.06)
December 17, 2025

Summary Stats

Asset Class U.S. Equity
Risk Medium
MER 1 2.94%
Net Assets $139.55 M
Inception Date September 14, 2022
Fund Status Open
Geographic Allocation
A map of the United States.
A map of the United States.

Geographic Allocation

A map of the United States.
A map of the United States.

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 U.S. Mid-Cap Equity Fund

Underlying Fund Manager

Manulife Investment Management Limited

Portfolio Sub-Advisor

Mawer Investment Management Ltd.

Portfolio Management Team

Mawer Investment Management Ltd.

Investment Objective

The Fund aims to provide above‐average long‐term, risk‐adjusted returns by investing primarily in equities and equity‐related securities of U.S. mid‐capitalization entities. Treasury bills or short‐term investments, not exceeding three years to maturity, may also be used from time to time.

Fund Codes

FE BE LL NLCB2
MSE3281 MSE3981 MSE3381 MSE3881
Fund Status Open SWO SWO Open

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

FE MSE3281 Open
BE MSE3981 SWO
LL MSE3381 SWO
NLCB2 MSE3881 Open
FE BE LL NLCB2
(Front-end, Back-end, Low-load, No-load with CB) MSE3281 MSE3981 MSE3381 MSE3881
Fund Status Open SWO SWO Open

Performance ±

Growth Chart

Jump to Range
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
1.24 -0.08 7.39 2.15 -2.14 8.69 10.56

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

1 month 1.24
3 months -0.08
6 months 7.39
YTD 2.15
1 year -2.14
3 years 8.69
5 years
10 years
Inception 10.56
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) 1.24 -0.08 7.39 2.15 -2.14 8.69 10.56

Calendar Returns (%)

2022 2023 2024
15.65 13.11

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

2022
2023 15.65
2024 13.11
2022 2023 2024
(Front-end, Back-end, Low-load, No-load with CB) (selected) 15.65 13.11

Portfolio Allocation as of October 31, 2025

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 99.33
Cash and equivalents 0.90

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 %
United States 99.79
Guernsey 0.45
Canada -0.25

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 27.46
Industrials 26.89
Information tech. 15.43
Health care 14.87
Cons. discrectionary 11.36
Materials 2.20
Communication serv. 1.60
Consumer staples 0.19

Top 10 Holdings (%)

Name Weight %
CACI International Inc. Cl A 5.60
OSI Systems, Inc. 5.02
Amphenol Corp. Cl A 4.63
Northrop Grumman Corp. 3.99
Interactive Brokers Group, Inc. Cl A - 3.91
Medpace Holdings Inc. 3.89
Waters Corporation 3.76
Corpay, Inc. 3.75
ITT Inc. 3.55
SharkNinja, Inc. Shs 3.33

Historical Net Asset Values

Fees

 
(Front-end, Back-end, Low-load, No-load with CB) (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
2.69 0.00 2.94

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

Management Fee (%) 2.69
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.94
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
(Front-end, Back-end, Low-load, No-load with CB) (selected) 2.69 0.00 2.94