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Symmetry Balanced Portfolio Class Pwx (0P00012MWY)

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Symmetry Balanced Portfolio Class PWX historical data, for real-time data please try another search

10.237 -0.000 0.00%

29/07 - Closed. Currency in USD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 499.71M

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0P00012MWY Holdings

Comprehensive information about top holdings and Key Holding Information for the Symmetry Balanced Portfolio Class PWX (0P00012MWY) fund. Our Symmetry Balanced Portfolio Class 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	7.820	7.840	0.020
Shares	53.600	53.630	0.030
Bonds	32.880	32.880	0.000
Convertible	2.090	2.090	0.000
Preferred	0.170	0.170	0.000
Other	3.440	3.510	0.070

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.564	16.947
Price to Book	2.007	2.417
Price to Sales	1.385	1.888
Price to Cash Flow	8.761	10.312
Dividend Yield	2.588	2.445
5 Years Earnings Growth	12.242	9.634

Sector Allocation

Name	Net %	Category Average
Financial Services	32.940	26.603
Technology	12.520	14.621
Industrials	10.380	13.658
Basic Materials	8.630	6.880
Energy	8.560	9.137
Consumer Cyclical	6.540	8.323
Communication Services	5.820	4.715
Consumer Defensive	5.380	6.601
Healthcare	5.230	4.644
Utilities	2.000	2.975
Real Estate	1.990	2.805

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5,341

Number of short holdings: 23

Name	ISIN	Weight %	Last	Change %
iShares S&P/TSX 60 ETF	-	6.79	-	-
Mackenzie Canadian Equity ETF	-	5.76	-	-
Mackenzie US Large Cap Equity ETF	-	5.14	-	-
Great-West Lifeco Inc	-	5.13	-	-
Mackenzie Emerging Markets Bd ETF CAD H	-	2.04	-	-
iShares Core S&P 500 ETF	-	2.01	-	-
iShares iBoxx $ Invmt Grade Corp Bd ETF	-	1.56	-	-
Mackenzie Enhanced Equity Risk Premia Fund Series R	-	1.49	-	-
Mackenzie Global Macro A	-	1.35	-	-
Canada (Government of) 1.25%	-	1.25	-	-

Top Other Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie Global Strat Incm A	2.21B	-1.10	6.13	4.85
Mackenzie Global Strat Incm T5	2.21B	-1.10	6.11	4.83
Mackenzie Global Strat Incm F	2.21B	-0.64	7.61	6.25
Mackenzie Global Strat Incm PW	2.21B	-1.01	6.42	5.10
Symmetry Balanced Portfolio PWX	2.06B	-0.81	7.86	6.28

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