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Mackenzie Ivy Global Balanced Fund - Pwx (0P00012MWI)

Toronto

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13.022 +0.054 +0.42%

03/10 - Closed. Currency in USD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.25B

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0P00012MWI Holdings

Comprehensive information about top holdings and Key Holding Information for the Mackenzie Ivy Global Balanced Fund - PWX (0P00012MWI) fund. Our Mackenzie Ivy Global Balanced Fund - PWX 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	1.490	1.740	0.250
Shares	75.340	75.340	0.000
Bonds	22.660	22.680	0.020
Convertible	0.350	0.350	0.000
Preferred	0.010	0.010	0.000
Other	0.150	0.670	0.520

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.642	18.877
Price to Book	4.937	3.087
Price to Sales	3.430	2.262
Price to Cash Flow	15.769	11.765
Dividend Yield	1.781	2.066
5 Years Earnings Growth	7.700	9.736

Sector Allocation

Name	Net %	Category Average
Technology	23.490	20.277
Healthcare	19.840	9.825
Consumer Cyclical	18.140	10.590
Financial Services	17.010	20.146
Consumer Defensive	10.370	7.286
Industrials	7.770	13.428
Communication Services	3.380	6.540

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 179

Number of short holdings: 7

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	3.38	517.35	+0.31%
Halma	GB0004052071	2.92	3,502.0	0.00%
Danaher	US2358511028	2.79	214.99	+2.22%
J&J	US4781601046	2.58	188.64	+1.43%
Alphabet A	US02079K3059	2.54	245.35	-0.14%
Brookfield	CA11271J1075	2.47	68.71	+0.81%
Berkshire Hathaway B	US0846707026	2.37	498.75	+0.57%
Colgate-Palmolive	US1941621039	2.32	78.00	-0.40%
Abbott Labs	US0028241000	2.28	134.59	+1.20%
Amazon.com	US0231351067	2.21	219.51	-1.30%

Top Equity Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie Global Dividend Fund A	8.54B	5.92	14.92	9.65
Mackenzie Global Dividend Fund F	8.54B	6.95	16.63	11.19
Mackenzie Global Dividend Fund PW	8.54B	6.18	15.34	10.03
Mackenzie Global Dividend Fund T5	8.54B	5.92	14.92	9.64
Mackenzie Canadian Growth Fund A	5.06B	6.31	10.27	9.46

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Recent Quotes

Name	Price	Chg.	Chg. %
Mackenzie Ivy Glo.	13.022	+0.054	+0.42%
6586	4,766.0	+39.0	+0.83%
LUX IM - JPM Emer.	119.679	+0.411	+0.34%
EMANE	41.50	0.00	0.00%
300960	27.00	-0.23	-0.84%
600517	5.87	-0.03	-0.51%
iShares MSCI Glob.	176.66	0.00	0.00%
T. Rowe Price Eme.	6.60	+0.02	+0.30%