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Symmetry Balanced Portfolio Pwx (0P0000ZVF2)

Toronto

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12.809 +0.137 +1.08%

22/04 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 2.12B

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0P0000ZVF2 Holdings

Comprehensive information about top holdings and Key Holding Information for the Symmetry Balanced Portfolio PWX (0P0000ZVF2) fund. Our Symmetry Balanced Portfolio 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	8.500	8.940	0.440
Shares	51.380	51.550	0.170
Bonds	35.990	36.070	0.080
Convertible	0.730	0.730	0.000
Preferred	0.130	0.130	0.000
Other	3.260	3.280	0.020

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.425	17.171
Price to Book	2.200	2.730
Price to Sales	1.633	1.937
Price to Cash Flow	10.240	10.944
Dividend Yield	2.409	2.312
5 Years Earnings Growth	9.565	10.204

Sector Allocation

Name	Net %	Category Average
Financial Services	21.180	19.122
Technology	20.710	17.404
Industrials	11.240	11.888
Consumer Cyclical	9.400	9.389
Healthcare	8.290	10.213
Energy	7.860	6.440
Communication Services	6.040	7.169
Basic Materials	5.440	4.772
Consumer Defensive	4.960	6.988
Utilities	2.580	3.724
Real Estate	2.300	4.406

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5,633

Number of short holdings: 135

Name	ISIN	Weight %	Last	Change %
Mackenzie US Invmt Grd Corp Bd ETF CAD H	-	5.76	-	-
Mackenzie Global Macro A	-	4.08	-	-
Mackenzie US Large Cap Equity ETF	-	1.88	-	-
Mackenzie Core Plus Cdn Fxd Inc ETF	-	1.68	-	-
Mackenzie Emerging Markets Bd ETF CAD H	-	1.67	-	-
Apple	US0378331005	1.43	199.74	+3.41%
Canada (Government of) 3.25%	-	1.35	-	-
Mac Founders Series G	-	1.29	-	-
Microsoft	US5949181045	1.28	366.82	+2.14%
NVIDIA	US67066G1040	1.12	98.89	+2.04%

Top Other Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie Global Strat Incm PWT8	2.28B	1.43	5.99	5.30
Mackenzie Global Strat Incm PW CAD	2.28B	1.43	5.98	5.29
Mackenzie Global Strat Incm A CAD	2.28B	1.37	5.70	5.04
Mackenzie Global Strat Incm T5 CAD	2.28B	1.36	5.67	5.02
Mackenzie Global Strat Incm B	2.28B	1.37	5.71	5.05

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