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Mackenzie Ivy Canadian Balanced Fund - PW (0P00010307)

Toronto

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15.232 +0.005 +0.03%

28/11 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 722.73M

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0P00010307 Holdings

Comprehensive information about top holdings and Key Holding Information for the Mackenzie Ivy Canadian Balanced Fund - PW (0P00010307) fund. Our Mackenzie Ivy Canadian Balanced Fund - PW 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	2.240	2.400	0.160
Shares	74.380	74.380	0.000
Bonds	21.730	21.740	0.010
Convertible	0.640	0.640	0.000
Preferred	0.140	0.140	0.000
Other	0.850	0.850	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.483	17.566
Price to Book	2.700	2.642
Price to Sales	2.238	2.090
Price to Cash Flow	11.663	11.285
Dividend Yield	2.368	2.324
5 Years Earnings Growth	6.939	9.367

Sector Allocation

Name	Net %	Category Average
Financial Services	25.210	29.978
Consumer Cyclical	19.900	9.630
Technology	11.990	12.133
Industrials	8.900	14.765
Energy	7.150	8.132
Utilities	6.970	3.280
Healthcare	6.900	5.935
Communication Services	5.860	4.774
Consumer Defensive	5.320	6.260
Basic Materials	1.810	5.681

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 546

Number of short holdings: 5

Name	ISIN	Weight %	Last	Change %
Brookfield	CA11271J1075	4.26	47.00	+0.88%
Microsoft	US5949181045	3.99	492.01	+1.34%
Toronto Dominion Bank	CA8911605092	3.49	117.65	+0.50%
Intact Financial	CA45823T1066	3.43	285.40	+0.33%
CCL Industries Inc	CA1249003098	3.34	85.45	-0.51%
Alimentation Couche Tard	CA01626P1484	3.02	76.33	-0.09%
Canada (Government of) 3.25%	-	2.93	-	-
Emera Incorporated	CA2908761018	2.85	67.82	-0.29%
Visa A	US92826C8394	2.70	334.44	+0.19%
Restaurant Brands Int	CA76131D1033	2.59	72.39	+0.24%

Top Equity Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie Global Div Fund PW CAD	8.66B	10.91	16.48	10.04
Mackenzie Global Div Fund PWTB	8.66B	10.94	16.51	10.06
Mackenzie Global Div Fund PWX	8.66B	12.92	19.02	12.45
Mackenzie Global Div Fund T5 CAD	8.66B	10.57	16.05	9.65
Mackenzie Global Div Fund F CAD	8.66B	11.94	17.78	11.21

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Recent Quotes

Name	Price	Chg.	Chg. %
Mackenzie Ivy Can.	15.232	+0.005	+0.03%
ALCOF	282.00	+2.00	+0.71%
GS	826.04	+10.03	+1.23%
600086	0.160	0.000	0.00%