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Empire Life Balanced Portfolio - Class H (0P0000I3XK)

Toronto

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21.815 +0.001 +0.00%

20/06 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 91.07M

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0P0000I3XK Holdings

Comprehensive information about top holdings and Key Holding Information for the Empire Balanced Portfolio - Class H (0P0000I3XK) fund. Our Empire Balanced Portfolio - Class H 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	2.720	5.250	2.530
Shares	48.300	48.300	0.000
Bonds	47.820	47.820	0.000
Convertible	1.010	1.010	0.000
Preferred	0.140	0.140	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.942	17.110
Price to Book	2.103	2.409
Price to Sales	1.801	1.911
Price to Cash Flow	9.246	10.289
Dividend Yield	2.652	2.485
5 Years Earnings Growth	8.096	9.336

Sector Allocation

Name	Net %	Category Average
Financial Services	24.810	26.250
Technology	12.690	13.844
Energy	12.060	9.371
Industrials	11.260	14.039
Consumer Cyclical	9.270	7.849
Basic Materials	8.300	7.509
Consumer Defensive	5.710	6.734
Communication Services	5.530	4.815
Utilities	4.110	3.152
Healthcare	3.620	4.645
Real Estate	2.640	2.773

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	-	49.87	-	-
Empire Life Dividend Growth - Class A	-	14.70	-	-
Empire Life Canadian Equity - Class A	-	14.24	-	-
Empire Life International Eq - Class A	-	7.49	-	-
Empire Life American Value - Class A	-	7.10	-	-
Empire Life Small Cap Equity - Class A	-	5.52	-	-
Royal Bk Of Cad 2.65% 01apr25 Td	-	1.05	-	-

Top Other Funds by The Empire Life Insurance Co

Name	Total Assets	YTD%	3Y%	10Y%
Empire Asset Allocation Class A	1.17B	0.95	4.96	3.91
Empire Asset Allocation Class B	1.17B	0.95	4.96	3.91
Empire Asset Allocation Class C	1.17B	0.81	4.59	3.52
Empire Asset Allocation Class D	1.17B	1.40	6.09	5.02
Empire Asset Allocation Class E	1.17B	1.26	5.74	4.69

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