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Symmetry Balanced Portfolio Pwx (0P0000ZVF2)

Toronto

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14.783 +0.031 +0.21%

03/10 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 2.23B

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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	9.580	10.030	0.450
Shares	51.940	52.190	0.250
Bonds	35.170	35.180	0.010
Convertible	0.700	0.700	0.000
Preferred	0.140	0.140	0.000
Other	2.480	2.550	0.070

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.135	18.155
Price to Book	2.170	2.805
Price to Sales	1.617	2.046
Price to Cash Flow	9.773	10.963
Dividend Yield	2.492	2.237
5 Years Earnings Growth	9.077	9.646

Sector Allocation

Name	Net %	Category Average
Financial Services	21.760	19.499
Technology	20.030	18.146
Industrials	11.510	12.337
Consumer Cyclical	8.900	9.218
Healthcare	7.830	9.262
Energy	7.500	6.207
Communication Services	6.070	7.442
Consumer Defensive	5.620	6.842
Basic Materials	5.540	4.903
Utilities	2.880	3.586
Real Estate	2.360	4.179

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 27

Number of short holdings: 6

Name	ISIN	Weight %	Last	Change %
Mack Canadian Bond Pool	-	19.19	-	-
Mack US Equity Pool	-	16.26	-	-
Mack Canadian Equity Pool	-	13.87	-	-
Mack Comprehensive Equity Pool	-	7.79	-	-
Mack EAFE Equity Pool	-	7.62	-	-
Mackenzie North American Corp Bond A	-	7.01	-	-
Mackenzie US Invmt Grd Corp Bd ETF CAD H	-	5.94	-	-
Mackenzie Global Macro A	-	4.11	-	-
Mackenzie Broad Risk Premia Collection	-	2.85	-	-
Mackenzie Global Dividend Fund Series R	-	2.67	-	-

Top Other Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie Global Strat Incm PWT8	2.36B	5.33	9.88	5.79
Mackenzie Global Strat Incm PW CAD	974.33M	5.33	9.88	5.78
Mackenzie Global Strat Incm A CAD	2.36B	5.14	9.58	5.52
Mackenzie Global Strat Incm T5 CAD	2.36B	5.12	9.55	5.50
Mackenzie Global Strat Incm B	3.69M	5.15	9.59	5.53

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