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Beutel Goodman Balanced Class D (0P000072U4)

Toronto

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22.247 +0.061 +0.27%

03/10 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 87.33M

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0P000072U4 Holdings

Comprehensive information about top holdings and Key Holding Information for the Beutel Goodman Balanced Class D (0P000072U4) fund. Our Beutel Goodman Balanced Class D portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.840	1.840
Shares	67.480	67.480
Bonds	30.600	30.600
Convertible	0.080	0.080

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.597	18.091
Price to Book	2.306	2.582
Price to Sales	1.516	2.065
Price to Cash Flow	8.934	11.243
Dividend Yield	2.882	2.378
5 Years Earnings Growth	7.548	9.336

Sector Allocation

Name	Net %	Category Average
Financial Services	24.030	30.362
Industrials	16.430	15.294
Technology	10.670	12.061
Healthcare	10.030	6.067
Consumer Cyclical	8.700	9.201
Consumer Defensive	7.420	6.469
Communication Services	7.370	4.789
Basic Materials	6.260	5.403
Energy	5.790	8.563
Real Estate	1.820	2.443
Utilities	1.480	3.609

Region Allocation

North America
Europe Developed
Asia
Australasia

Developed Markets

Top Holdings

Number of long holdings: 281

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Toronto Dominion Bank	CA8911605092	2.78	113.26	+1.91%
RBC	CA7800871021	2.30	146.96	+0.37%
Bank of Montreal	CA0636711016	1.82	180.02	-1.01%
Canada (Government of) 3.25%	-	1.69	-	-
Canada (Government of) 3%	-	1.33	-	-
Alimentation Couche Tard	CA01626P1484	1.31	74.79	+0.69%
Canadian National Railway	CA1363751027	1.10	96.38	+2.02%
Gen Digital	US6687711084	1.09	27.82	-0.93%
Canada (Government of) 0.5%	-	1.07	-	-
Restaurant Brands Int	CA76131D1033	1.07	68.48	+1.18%

Top Equity Funds by Beutel, Goodman & Company Ltd.

Name	Total Assets	YTD%	3Y%	10Y%
Beutel Goodman Canadian Equity ClaF	254.52M	9.86	11.36	8.86
Beutel Goodman Canadian Equity Clas	19.93M	9.66	11.05	8.56
Beutel Goodman Balanced Class F	81.21M	4.78	9.67	6.49
Beutel Goodman American Equity ClaF	397.49M	-2.76	11.85	10.66
Beutel Goodman American Equity ClaB	90.47M	-3.45	10.67	9.48

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