Breaking News
Get 60% Off 0
🤑 It doesn’t get more affordable. Grab this 60% OFF Black Friday offer before it disappears…
CLAIM SALE
Close

Mackenzie Bluewater Canadian Growth Balanced Fund - Pwx (0P0000ZWOU)

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
 
18.274 +0.070    +0.41%
26/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.42B
Mackenzie Canadian Growth Balanced Fund - PWX 18.274 +0.070 +0.41%

0P0000ZWOU Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Mackenzie Canadian Growth Balanced Fund - PWX (0P0000ZWOU) fund. Our Mackenzie Canadian Growth Balanced Fund - PWX 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 3.180 3.360 0.180
Shares 64.630 64.630 0.000
Bonds 29.360 29.360 0.000
Convertible 0.870 0.870 0.000
Preferred 0.040 0.040 0.000
Other 1.920 1.920 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 24.927 16.549
Price to Book 3.091 2.362
Price to Sales 2.573 1.816
Price to Cash Flow 17.881 10.572
Dividend Yield 1.231 2.504
5 Years Earnings Growth 12.512 9.636

Sector Allocation

Name  Net % Category Average
Financial Services 26.830 29.545
Industrials 24.870 14.394
Technology 16.970 10.923
Consumer Defensive 9.660 7.184
Healthcare 7.570 6.646
Consumer Cyclical 5.210 9.656
Basic Materials 3.260 5.028
Communication Services 3.090 5.383
Real Estate 2.540 2.481

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 621

Number of short holdings: 1

Name ISIN Weight % Last Change %
  RBC CA7800871021 3.60 124.15 -0.14%
  Intact Financial CA45823T1066 3.29 268.67 +0.63%
  Stantec CA85472N1096 3.18 120.78 -0.68%
  Loblaw Companies CA5394811015 2.71 178.62 -0.03%
  Microsoft US5949181045 2.60 427.99 +2.20%
  Aon IE00BLP1HW54 2.58 390.25 +0.14%
  Schneider Electric FR0000121972 2.57 239.05 -0.54%
  Accenture IE00B4BNMY34 2.47 363.18 +0.52%
  BROOKFIELD ASSET MANAGEMENT LTD CA1130041058 2.43 81.39 +3.77%
  Boyd Group Services Inc CA1033101082 2.37 218.85 -1.89%

Top Equity Funds by Mackenzie Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mackenzie Global Dividend Fund AR 6.94B 19.35 8.04 10.16
  Mackenzie Global Dividend Fund F8 6.94B 20.88 9.70 11.74
  Mackenzie Global Dividend Fund T6 6.94B 19.39 8.09 10.23
  Mackenzie Global Dividend Fund T8 6.94B 19.42 8.12 10.23
  Mackenzie Global Div Fund A CAD 6.94B 19.38 8.08 10.21
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.

0P0000ZWOU Comments

Write your thoughts about Mackenzie Bluewater Canadian Growth Balanced Fund - Pwx
 
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