Overview

Quick Facts

Daily Price

$55.5483
0.63% ($0.35)
April 17, 2026

Summary Stats

Asset Class U.S. Equity
Risk Medium
MER 1 3.77%
Net Assets $557.52 M
Inception Date January 12, 2009
Fund Status Open to switches-in only
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. Dividend Income Fund

Underlying Fund Manager

Manulife Investment Management Limited

Portfolio Management Team

Manulife Essential Equity Team

Investment Objective

The Fund seeks to achieve a combination of capital growth and income The Fund invests primarily in a diversified portfolio of U.S. equity and equity-type securities and other income producing investments.

Fund Codes

Platinum NL BE NL LL
SLI25140 SLI25141 SLI25142
Fund Status SWO SWO SWO
SLI25143
Fund Status SWO
SLI20140 SLI20141 SLI20142
Fund Status SWO SWO SWO
SLI20143
Fund Status SWO

Ideal 100/100 Series (selected)

Platinum NL
BE SLI25140 SWO
NL SLI25141 SWO
LL SLI25142 SWO

Ideal 100/100 Series (Platinum NL)

Platinum NL SLI25143 SWO
BE
NL
LL

Ideal 75/100 Series

Platinum NL
BE SLI20140 SWO
NL SLI20141 SWO
LL SLI20142 SWO

Ideal 75/100 Series (Platinum NL)

Platinum NL SLI20143 SWO
BE
NL
LL
Platinum NL BE NL LL
Ideal 100/100 Series SLI25140 SLI25141 SLI25142
Fund Status SWO SWO SWO
Ideal 100/100 Series (Platinum NL) SLI25143
Fund Status SWO
Ideal 75/100 Series SLI20140 SLI20141 SLI20142
Fund Status SWO SWO SWO
Ideal 75/100 Series (Platinum NL) SLI20143
Fund Status SWO

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
-2.99 -2.98 -3.51 -2.98 5.76 8.99 6.54 9.18 10.10
-2.94 -2.86 -3.27 -2.86 6.31 9.56 7.10 9.77 11.13
-2.95 -2.88 -3.30 -2.88 6.24 9.50 6.98 9.54 10.42
-2.89 -2.72 -2.99 -2.72 6.93 10.20 7.65 10.21 11.49

Ideal 100/100 Series

1 month -2.99
3 months -2.98
6 months -3.51
YTD -2.98
1 year 5.76
3 years 8.99
5 years 6.54
10 years 9.18
Inception 10.10

Ideal 100/100 Series (Platinum NL)

1 month -2.94
3 months -2.86
6 months -3.27
YTD -2.86
1 year 6.31
3 years 9.56
5 years 7.10
10 years 9.77
Inception 11.13

Ideal 75/100 Series

1 month -2.95
3 months -2.88
6 months -3.30
YTD -2.88
1 year 6.24
3 years 9.50
5 years 6.98
10 years 9.54
Inception 10.42

Ideal 75/100 Series (Platinum NL)

1 month -2.89
3 months -2.72
6 months -2.99
YTD -2.72
1 year 6.93
3 years 10.20
5 years 7.65
10 years 10.21
Inception 11.49
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Ideal 100/100 Series (selected) -2.99 -2.98 -3.51 -2.98 5.76 8.99 6.54 9.18 10.10
Ideal 100/100 Series (Platinum NL) -2.94 -2.86 -3.27 -2.86 6.31 9.56 7.10 9.77 11.13
Ideal 75/100 Series -2.95 -2.88 -3.30 -2.88 6.24 9.50 6.98 9.54 10.42
Ideal 75/100 Series (Platinum NL) -2.89 -2.72 -2.99 -2.72 6.93 10.20 7.65 10.21 11.49

Calendar Returns (%)

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
3.89 3.66 8.06 32.41 22.78 16.16 4.18 12.39 0.72 21.45 19.25 28.50 -20.84 10.31 17.47 6.55
4.46 4.23 8.74 33.15 23.47 16.81 4.76 13.03 1.30 22.12 19.92 29.21 -20.40 10.90 18.08 7.10
4.12 3.88 8.32 32.70 23.06 16.43 4.46 12.65 0.99 21.78 19.57 28.83 -20.55 10.84 18.01 7.04
4.68 4.45 8.90 33.45 23.75 17.08 5.07 13.29 1.60 22.51 20.28 29.61 -20.07 11.55 18.78 7.72

Ideal 100/100 Series

2009
2010 3.89
2011 3.66
2012 8.06
2013 32.41
2014 22.78
2015 16.16
2016 4.18
2017 12.39
2018 0.72
2019 21.45
2020 19.25
2021 28.50
2022 -20.84
2023 10.31
2024 17.47
2025 6.55

Ideal 100/100 Series (Platinum NL)

2009
2010 4.46
2011 4.23
2012 8.74
2013 33.15
2014 23.47
2015 16.81
2016 4.76
2017 13.03
2018 1.30
2019 22.12
2020 19.92
2021 29.21
2022 -20.40
2023 10.90
2024 18.08
2025 7.10

Ideal 75/100 Series

2009
2010 4.12
2011 3.88
2012 8.32
2013 32.70
2014 23.06
2015 16.43
2016 4.46
2017 12.65
2018 0.99
2019 21.78
2020 19.57
2021 28.83
2022 -20.55
2023 10.84
2024 18.01
2025 7.04

Ideal 75/100 Series (Platinum NL)

2009
2010 4.68
2011 4.45
2012 8.90
2013 33.45
2014 23.75
2015 17.08
2016 5.07
2017 13.29
2018 1.60
2019 22.51
2020 20.28
2021 29.61
2022 -20.07
2023 11.55
2024 18.78
2025 7.72
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Ideal 100/100 Series (selected) 3.89 3.66 8.06 32.41 22.78 16.16 4.18 12.39 0.72 21.45 19.25 28.50 -20.84 10.31 17.47 6.55
Ideal 100/100 Series (Platinum NL) 4.46 4.23 8.74 33.15 23.47 16.81 4.76 13.03 1.30 22.12 19.92 29.21 -20.40 10.90 18.08 7.10
Ideal 75/100 Series 4.12 3.88 8.32 32.70 23.06 16.43 4.46 12.65 0.99 21.78 19.57 28.83 -20.55 10.84 18.01 7.04
Ideal 75/100 Series (Platinum NL) 4.68 4.45 8.90 33.45 23.75 17.08 5.07 13.29 1.60 22.51 20.28 29.61 -20.07 11.55 18.78 7.72

Portfolio Allocation as of February 28, 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 97.55
Cash and equivalents 2.57

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 99.43
Ireland 0.67
Canada -0.10

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 %
Information tech. 31.62
Financials 13.67
Health care 11.61
Industrials 9.21
Cons. discrectionary 9.01
Communication serv. 9.00
Energy 5.67
Consumer staples 4.25
Utilities 2.49
Materials 2.08
Real Estate 1.40

Top 10 Holdings (%)

Name Weight %
NVIDIA Corp. 7.54
Apple Inc. 6.81
Alphabet Inc. Cl A 5.62
Microsoft Corp. 3.98
Amazon.com Inc. 2.98
Berkshire Hathaway Inc. Cl B New 2.69
Broadcom Inc. 2.60
JPMorgan Chase & Co. 2.45
Federal Home Loan Banks, 3/2/2026 2.41
Johnson & Johnson 2.31

Historical Net Asset Values

Fees

 
Ideal 75/100 Series (Platinum NL)
Ideal 75/100 Series
Ideal 100/100 Series (Platinum NL)
Ideal 100/100 Series (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
2.45 0.00 2.66
2.95 0.00 3.31
2.85 0.00 3.25
3.35 0.00 3.77

Ideal 75/100 Series (Platinum NL)

Management Fee (%) 2.45
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.66

Ideal 75/100 Series

Management Fee (%) 2.95
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.31

Ideal 100/100 Series (Platinum NL)

Management Fee (%) 2.85
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.25

Ideal 100/100 Series

Management Fee (%) 3.35
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.77
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Ideal 100/100 Series (selected) 3.35 0.00 3.77
Ideal 100/100 Series (Platinum NL) 2.85 0.00 3.25
Ideal 75/100 Series 2.95 0.00 3.31
Ideal 75/100 Series (Platinum NL) 2.45 0.00 2.66