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Beutel Goodman Balanced Class D (0P000072U4)

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21.299 +0.021    +0.10%
06/06 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 86.01M
Beutel Goodman Balanced Class D 21.299 +0.021 +0.10%

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 %  Short %
Cash 1.730 1.730 0.000
Shares 66.120 66.120 0.000
Bonds 32.070 32.070 0.000
Convertible 0.080 0.080 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.580 16.832
Price to Book 2.261 2.423
Price to Sales 1.444 1.926
Price to Cash Flow 8.725 10.804
Dividend Yield 3.003 2.505
5 Years Earnings Growth 7.912 9.282

Sector Allocation

Name  Net % Category Average
Financial Services 22.810 30.578
Industrials 16.090 14.511
Technology 10.740 11.674
Healthcare 10.180 6.575
Consumer Cyclical 9.990 9.365
Consumer Defensive 8.590 6.677
Communication Services 7.390 4.858
Basic Materials 6.260 4.951
Energy 5.550 8.469
Utilities 1.570 3.697
Real Estate 0.820 2.427

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Australasia
  • Developed Markets

Top Holdings

Number of long holdings: 277

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Toronto Dominion Bank CA8911605092 2.66 96.35 +0.78%
Canada (Government of) 3% - 2.36 - -
  RBC CA7800871021 2.20 127.53 +0.45%
  Bank of Montreal CA0636711016 1.62 148.29 +0.18%
  Canadian National Railway CA1363751027 1.17 104.92 -0.62%
Canada (Government of) 0.5% - 1.16 - -
  eBay US2786421030 1.15 78.61 +1.12%
  Gen Digital US6687711084 1.05 29.33 +0.69%
  RB Global CA74935Q1072 1.05 105.13 -0.12%
  Amdocs GB0022569080 1.05 92.28 +1.43%

Top Equity Funds by Beutel, Goodman & Company Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Beutel Goodman Canadian Equity ClaF 245.87M 4.22 7.94 7.63
  Beutel Goodman Canadian Equity Clas 18.73M 4.10 7.64 7.33
  Beutel Goodman Balanced Class F 80.05M 1.75 7.35 5.86
  Beutel Goodman American Equity ClaF 404.64M -10.17 9.31 10.13
  Beutel Goodman American Equity ClaB 89.1M -10.49 8.15 8.96
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