Breaking News
FLASH SALE 0
🤔 Done with guessing? Get pro-level clarity at 50% off our standard rate for InvestingPro
Claim sale
Close

Desjardins Melodia Balanced Growth Portfolio A-class Units (0P0000YSHA)

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
 
12.761 +0.117    +0.93%
14/04 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 4.38B
Desjardins Melodia Balanced Growth Portfolio 12.761 +0.117 +0.93%

0P0000YSHA Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Desjardins Melodia Balanced Growth Portfolio (0P0000YSHA) fund. Our Desjardins Melodia Balanced Growth Portfolio 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 1.660 20.560 18.900
Shares 60.440 60.440 0.000
Bonds 35.700 35.830 0.130
Convertible 0.180 0.180 0.000
Preferred 0.010 0.010 0.000
Other 2.010 2.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.985 17.175
Price to Book 2.581 2.731
Price to Sales 2.074 1.937
Price to Cash Flow 11.179 10.947
Dividend Yield 2.458 2.311
5 Years Earnings Growth 9.380 10.206

Sector Allocation

Name  Net % Category Average
Financial Services 23.030 19.127
Technology 18.010 17.410
Industrials 11.250 11.894
Healthcare 9.780 10.212
Consumer Cyclical 9.620 9.382
Energy 7.240 6.432
Consumer Defensive 6.290 6.981
Communication Services 5.500 7.173
Basic Materials 3.410 4.771
Utilities 3.220 3.724
Real Estate 2.660 4.408

Region Allocation

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

Top Holdings

Number of long holdings: 26

Number of short holdings: 2

Name ISIN Weight % Last Change %
Desjardins Can Bond I - 15.85 - -
Desjardins Canadian Equity Income F - 11.79 - -
Desjardins American Equity Growth I - 11.50 - -
Desjardins American Eq Value I - 10.57 - -
Desjardins Global Opportunities I - 5.68 - -
Desjardins Global Government Bd Idx I - 4.74 - -
Desjardins International Equity Value I - 4.38 - -
Desjardins Overseas Equity I - 4.30 - -
Desjardins Enhanced Bond I - 3.41 - -
Desjardins Canadian Equity Focused I - 3.18 - -

Top Other Funds by Desjardins Investments Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Balanced Low Volatility Portfolio 3.66B 1.12 4.16 3.20
  Balanced Low Volatility Portfolio C 3.66B 1.13 4.24 3.31
  Balanced Low Volatility Portfolio F 3.66B 1.37 5.25 4.29
  Balanced Low Volatility Portfol R5 3.66B 1.12 4.46 3.36
  Balanced Low Volatility Portfol R7 3.66B 1.11 4.27 3.35
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.

0P0000YSHA Comments

Write your thoughts about Desjardins Melodia Balanced Growth Portfolio A-class Units
 
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