Matco Mutual Funds

Fund Code | Name
Annualized returns as of 12/31/2024
Series
Asset Class
Risk
MER
As of 06/30/2024
Yield
As of 12/31/2024
YTD
As of 12/31/2024
1YR
5YR
10YR
Since Inception
Series O
Multi-asset
Low to Medium
0.18%
2.90%
11.3%
11.3%
6.2%
6.1%
5.8%
11/29/2007
Series O
Fixed Income
Low
0.11%
4.00%
3.7%
3.7%
0.7%
1.6%
09/20/2017
Series O
Canadian Equities
Medium
0.13%
2.48%
12.7%
12.7%
8.1%
6.9%
6.2%
11/29/2007
Series O
Canadian Equities
Medium to High
0.21%
1.70%
40.7%
40.7%
11.1%
8.9%
9.1%
3/17/2010
Series O
Global Equities
Medium
0.10%
2.10%
16.9%
16.9%
10.6%
10.4%
09/20/2017
Fund Code | Name
Annualized returns as of 12/31/2024
Series
Asset Class
Risk
MER
As of 06/30/2024
Yield
As of 12/31/2024
YTD
As of 12/31/2024
1YR
5YR
10YR
Since Inception
Series F
Multi-asset
Low to Medium
1.23%
2.90%
10.1%
10.1%
5.1%
5.0%
4.7%
11/29/2007
Series F
Fixed Income
Low
0.84%
4.0%
3.0%
3.0%
0.0%
0.8%
09/20/2017
Series F
Canadian Equities
Medium
1.18%
2.48%
11.6%
11.6%
6.9%
5.7%
5.1%
11/29/2007
Series F
Canadian Equities
Medium to High
1.53%
1.70%
38.8%
38.8%
9.6%
7.4%
8.4%
3/01/2010
Series F
Global Equities
Medium
1.30%
2.10%
15.5%
15.5%
9.3%
9.1%
09/20/2017

Which Mutual Fund is right for you?

Answer a few questions to help you decide which mutual fund will help you achieve your goals.
Dashboard mockup
Disclosures