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Burgundy Balanced Foundation (0P000074A4)

Toronto

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BURGUNDY BALANCED FOUNDATION historical data, for real-time data please try another search

0.022 0.000 0.00%

04/02 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 405.18M

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0P000074A4 Holdings

Comprehensive information about top holdings and Key Holding Information for the BURGUNDY BALANCED FOUNDATION (0P000074A4) fund. Our BURGUNDY BALANCED FOUNDATION 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	1.500	4.360	2.860
Shares	68.770	68.770	0.000
Bonds	23.560	23.560	0.000
Convertible	3.480	3.480	0.000
Other	2.690	2.690	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.426	18.099
Price to Book	2.730	3.033
Price to Sales	1.655	2.075
Price to Cash Flow	12.523	11.904
Dividend Yield	1.736	2.077
5 Years Earnings Growth	10.404	10.796

Sector Allocation

Name	Net %	Category Average
Financial Services	17.190	19.455
Communication Services	14.520	6.342
Industrials	12.940	12.984
Consumer Defensive	12.930	7.638
Technology	12.190	19.353
Consumer Cyclical	10.990	10.680
Healthcare	9.340	10.791
Energy	5.730	5.920
Real Estate	2.140	2.928
Basic Materials	2.030	5.196

Region Allocation

North America
Europe Developed
Asia
Australasia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 69

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Burgundy Bond	-	27.38	-	-
BURGUNDY EUROPEAN FOUNDATION	-	11.88	-	-
Burgundy Focus Asian Equity	-	5.82	-	-
Burgundy Emerging Markets	-	2.69	-	-
Microsoft Corp	-	2.34	-	-
Alphabet Inc Class A	-	2.30	-	-
Meta Platforms Inc Class A	-	1.97	-	-
News Corp Class A	-	1.58	-	-
Restaurant Brands International Inc	-	1.44	-	-
Intercontinental Exchange Inc	-	1.37	-	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	BURGUNDY BALANCED.	0.022	0.000	0.00%