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Empire Life Balanced Portfolio - Class D (0P0000F4P7)

Toronto

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22.417 +0.006 +0.03%

20/08 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 90.57M

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0P0000F4P7 Holdings

Comprehensive information about top holdings and Key Holding Information for the Empire Balanced Portfolio - Class D (0P0000F4P7) fund. Our Empire Balanced Portfolio - 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	2.910	5.040	2.130
Shares	49.520	49.520	0.000
Bonds	46.440	46.440	0.000
Convertible	0.960	0.960	0.000
Preferred	0.170	0.170	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.762	18.103
Price to Book	2.269	2.494
Price to Sales	1.920	2.041
Price to Cash Flow	9.440	10.788
Dividend Yield	2.502	2.400
5 Years Earnings Growth	9.048	9.575

Sector Allocation

Name	Net %	Category Average
Financial Services	24.710	26.275
Industrials	12.890	14.238
Technology	12.460	14.003
Energy	12.030	9.125
Consumer Cyclical	9.010	7.456
Basic Materials	8.500	8.003
Consumer Defensive	5.340	6.702
Communication Services	5.110	5.236
Utilities	3.990	3.064
Healthcare	3.240	4.160
Real Estate	2.720	2.712

Region Allocation

North America
Europe Developed
Asia
Australasia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 9

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Empire Life Bond - Class A	-	48.20	-	-
Empire Life Dividend Growth - Class A	-	15.02	-	-
Empire Life Canadian Equity - Class A	-	14.99	-	-
Empire Life International Eq - Class A	-	7.63	-	-
Empire Life American Value - Class A	-	7.30	-	-
Empire Life Small Cap Equity - Class A	-	5.82	-	-
Royal Bk Of Cad 2.65% 02jul25 Td	-	0.90	-	-

Top Other Funds by The Empire Life Insurance Co

Name	Total Assets	YTD%	3Y%	10Y%
Empire Asset Allocation Class C	1.19B	2.94	5.81	3.55
Empire Asset Allocation Class D	1.19B	3.79	7.34	5.05
Empire Asset Allocation Class E	1.19B	3.59	6.98	4.71
Empire Asset Allocation Class G	1.19B	3.15	6.19	3.94
Empire Asset Allocation Class H	1.19B	3.78	7.32	5.04

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