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Empire Life Balanced Portfolio - Class A (0P000073NU)

Toronto

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17.417 +0.115 +0.66%

24/04 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 91.68M

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0P000073NU Holdings

Comprehensive information about top holdings and Key Holding Information for the Empire Balanced Portfolio - Class A (0P000073NU) fund. Our Empire Balanced Portfolio - Class A 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	2.530	4.150	1.620
Shares	49.280	49.280	0.000
Bonds	46.950	46.950	0.000
Convertible	1.070	1.070	0.000
Preferred	0.160	0.160	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.717	17.105
Price to Book	2.120	2.448
Price to Sales	1.631	1.896
Price to Cash Flow	8.803	10.442
Dividend Yield	2.645	2.408
5 Years Earnings Growth	9.530	9.795

Sector Allocation

Name	Net %	Category Average
Financial Services	25.000	27.017
Technology	12.910	14.741
Energy	12.410	9.166
Industrials	11.400	13.369
Consumer Cyclical	8.610	8.403
Basic Materials	7.870	6.710
Consumer Defensive	5.570	6.516
Communication Services	4.920	4.650
Utilities	4.880	2.991
Healthcare	3.750	4.522
Real Estate	2.680	2.823

Region Allocation

North America
Europe Developed
Asia
Australasia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 8

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Empire Life Bond - Class A	-	48.82	-	-
Empire Life Dividend Growth - Class A	-	14.86	-	-
Empire Life Canadian Equity - Class A	-	14.22	-	-
Empire Life American Value - Class A	-	7.64	-	-
Empire Life International Eq - Class A	-	7.36	-	-
Empire Life Small Cap Equity - Class A	-	6.02	-	-
Royal Bk Of Cad 3.2% 02jan25 Td	-	1.06	-	-

Top Other Funds by The Empire Life Insurance Co

Name	Total Assets	YTD%	3Y%	10Y%
Empire Asset Allocation Class A	1.17B	-0.97	3.06	3.63
Empire Asset Allocation Class B	1.17B	-0.97	3.07	3.63
Empire Asset Allocation Class C	1.17B	-1.05	2.70	3.24
Empire Asset Allocation Class D	1.17B	-0.71	4.18	4.74
Empire Asset Allocation Class E	1.17B	-0.79	3.84	4.41

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