MCYC.TO
Mackenzie Cyclical Tilt ETF
US
EQUITY
Active
MANAGEMENT STYLE
$ 3.8 M
ASSETS UNDER MGMT
55 bp
EXPENSES
Fund Basics
| Inception date | Sep 03, 2025 |
| Regulation | |
| Fund Website | link... |
| Distributions | |
| Currency | CAD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| NVIDIA CORP | 4.5 % |
| APPLE INC | 3.6 % |
| MICROSOFT CORP | 2.4 % |
| ALPHABET INC. CLASS A | 2.1 % |
| BROADCOM INC. | 2.1 % |
| ADVANCED MICRO DEVICES | 1.4 % |
| MICRON TECHNOLOGY INC | 1.1 % |
| MAXLINEAR INC-CLASS A | 0.8 % |
| REGAL BELOIT CORP | 0.8 % |
| MORGAN STANLEY | 0.8 % |
Constituent Breakdown
| Number of holdings | 247 |
| Herfindahl-Hirschman Index | 85 |
| Wgt avg mkt cap (mns) | $623,602 |
| Large cap (>$10bn) | 73.7% |
| Mid cap ($2-10bn) | 17.0% |
| Small cap (<$2bn) | 7.0% |
| Developed mkts. | 98.5% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 93.5 % |
 |
IRELAND | 2.2 % |
 |
BRITAIN | 1.0 % |
 |
SINGAPORE | 0.7 % |
 |
SWITZERLAND | 0.7 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 9.8% | -- | -- | -- | -- | -- | -- | 15.2% |
| Dividend Yield | 0.0% | -- | -- | -- | -- | -- | -- | 3.8% |
| Total Returns | 9.8% | -- | -- | -- | -- | -- | -- | 19.0% | Ann. Volatility | 15.4% | -- | -- | -- | -- | -- | -- | 14.5% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.00 | 0% |
| MSCI EAFE | 0.00 | 0% |
| MSCI Emg Mkts | 0.00 | 0% |
Liquidity Measures
| Avg. volume (000) | 0 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $22.93 |
| Relative strength (RSI) | 81 |
| MACD/Signal | 0.50/0.47 |
| Bollinger Bands (Upper/Lower) | $24.21/$22.26 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. MCYC.TO |
Expenses vs. MCYC.TO |
ALTAR Score™ vs. MCYC.TO |
|---|---|---|---|---|
| MULC.TO | Manulife Multifactor U.S. Large Cap Index ETF | 41.0% | -18 bp | +0.0% |
| XUSC.TO | iShares S&P 500 3% Capped Index ETF | 37.9% | -43 bp | -0.1% |
| XSPC.TO | iShares S&P 500 3% Capped Index ETF (CAD-Hedged) | 37.6% | -43 bp | +0.1% |
| CAUS.TO | Avantis CIBC U.S. All-Cap Equity ETF | 37.6% | -36 bp | +0.3% |
| TPU.TO | TD U.S. Equity Index ETF | 37.4% | -49 bp | -0.3% |
| DRMU.TO | Desjardins RI USA - Net-Zero Emissions Pathway ETF | 37.1% | -35 bp | -0.3% |
| DMEU.TO | Desjardins American Equity Index ETF | 36.5% | -50 bp | -0.3% |
| CUEI.TO | CIBC MSCI USA Equity Index ETF | 36.5% | -50 bp | -0.3% |
| QAH.TO | Mackenzie US Large Cap Equity Index ETF (CAD-Hedged) | 36.4% | -49 bp | -0.3% |
| ZSP.TO | BMO S&P 500 Index ETF | 36.4% | -47 bp | -0.3% |
Risk and Returns: MCYC.TO vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (CAD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/3/2026
Peer Group Comparison
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ETF Research Center Rating
4.9%
ALTAR SCORE™
43rd
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,399 funds in the US Equity category with an average
ALTAR Score™ of 5.3% and a standard deviation
of 2.1%. MCYC.TO's ALTAR Score™ is approximately -0.2 standard
deviations above the category average. This places MCYC.TO in the 43rd percentile
among funds in the category.
Sell-Side Consensus
$24.82
PRICE TARGET
+3.9%
UPSIDE