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Co-operators Balanced Growth Portfolio Tfsa (0P00018L2Z)

Toronto

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233.286 +0.050 +0.02%

20/08 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 301.84M

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0P00018L2Z Holdings

Comprehensive information about top holdings and Key Holding Information for the Co-operators Moderate Portfolio TFSA (0P00018L2Z) fund. Our Co-operators Moderate Portfolio TFSA 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	21.660	21.820	0.160
Shares	58.010	58.010	0.000
Bonds	20.170	20.170	0.000
Convertible	0.030	0.030	0.000
Other	0.130	0.130	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.721	18.103
Price to Book	2.940	2.494
Price to Sales	2.320	2.041
Price to Cash Flow	12.691	10.788
Dividend Yield	2.061	2.400
5 Years Earnings Growth	9.389	9.575

Sector Allocation

Name	Net %	Category Average
Financial Services	25.300	26.275
Industrials	18.460	14.238
Technology	16.520	14.003
Energy	8.400	9.125
Consumer Cyclical	7.450	7.456
Basic Materials	7.010	8.003
Consumer Defensive	5.710	6.702
Communication Services	4.360	5.236
Healthcare	3.730	4.160
Utilities	1.880	3.064
Real Estate	1.180	2.712

Region Allocation

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 8

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Co-operators Canadian Fix Inc N100100	-	20.16	-	-
iShares Core Canadian Universe Bond ETF	-	20.15	-	-
Co-operators Canadian Equity N100100	-	14.93	-	-
Mawer International Equity A	-	14.75	-	-
Mawer Canadian Equity A	-	9.96	-	-
Fidelity True North Cl A	-	9.95	-	-
Co-operators US Equity N100100	-	5.05	-	-
iShares Core S&P 500 ETF	-	5.05	-	-

Top Other Funds by Co-operators Life Insurance Company

Name	Total Assets	YTD%	3Y%	10Y%
Co operators Moderate Portfolio VPN	301.84M	5.20	7.30	3.71
Co operators Moderate Portfolio VP	301.84M	5.29	7.46	3.86
Co operators Mawer Balanced Fund VP	279M	4.85	6.85	3.89
Co operators Mawer Balanced VPNL	279M	4.79	6.75	3.79
Co operators Mawer Balanced Fund TF	279M	4.79	6.75	3.80

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