Breaking News
Get 55% Off 0
Selloff or Market Correction? Either Way, Here's What to Do Next!
See Overvalued Stocks
Close

Ig Mackenzie Global Financial Services Fund F (0P0000ZCPE)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
37.955 +0.260    +0.70%
20/12 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 280.69M
Investors Global Financial Services 37.955 +0.260 +0.70%

0P0000ZCPE Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Investors Global Financial Services (0P0000ZCPE) fund. Our Investors Global Financial Services portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 1.820 2.370 0.550
Shares 96.490 96.490 0.000
Other 1.690 1.780 0.090

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 10.734 12.932
Price to Book 1.244 1.621
Price to Sales 1.676 1.654
Price to Cash Flow 13.778 13.682
Dividend Yield 3.299 3.059
5 Years Earnings Growth 13.014 10.058

Sector Allocation

Name  Net % Category Average
Financial Services 96.900 90.401
Technology 2.420 4.628
Real Estate 0.680 6.244

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Developed Markets

Top Holdings

Number of long holdings: 103

Number of short holdings: 1

Name ISIN Weight % Last Change %
  JPMorgan US46625H1005 4.88 237.60 +1.99%
  Visa A US92826C8394 4.70 317.71 +0.90%
  Mastercard US57636Q1040 4.55 528.03 +0.91%
  Berkshire Hathaway B US0846707026 4.31 453.20 +0.86%
  Bank of America US0605051046 3.33 44.17 +1.82%
  Wells Fargo&Co US9497461015 2.61 70.34 +2.16%
  S&P Global US78409V1044 2.27 491.81 +1.08%
  BlackRock US09290D1019 2.08 1,028.69 +1.22%
  Mitsubishi UFJ Financial JP3902900004 2.05 1,773.0 -3.35%
  UBS Group CH0244767585 1.95 26.71 -0.67%

Top Equity Funds by Investors Group Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Dividend TU 6.76B 18.03 7.58 5.94
  Investors Dividend U 6.76B 18.02 7.57 5.93
  Allegro Moderate Aggressive Portfol 5.37B 17.38 6.92 7.69
  IG Putnam US Growth U 3.36B 38.45 13.28 17.92
  Investors North American Equity Fun 1.9B 25.13 10.63 10.20
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000ZCPE Comments

Write your thoughts about Ig Mackenzie Global Financial Services Fund F
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email