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Symmetry Balanced Portfolio Pwx (0P00012MX3)

Toronto

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10.025 -0.010 -0.10%

27/06 - Closed. Currency in USD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 2.11B

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0P00012MX3 Holdings

Comprehensive information about top holdings and Key Holding Information for the Symmetry Balanced Portfolio PWX (0P00012MX3) 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	8.980	8.990	0.010
Shares	49.020	49.130	0.110
Bonds	37.340	37.360	0.020
Convertible	0.730	0.730	0.000
Preferred	0.140	0.140	0.000
Other	3.790	3.830	0.040

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.537	17.191
Price to Book	2.045	2.686
Price to Sales	1.551	1.947
Price to Cash Flow	9.396	10.711
Dividend Yield	2.582	2.344
5 Years Earnings Growth	9.644	9.796

Sector Allocation

Name	Net %	Category Average
Financial Services	21.950	19.400
Technology	18.990	17.101
Industrials	11.140	12.009
Consumer Cyclical	8.580	9.389
Energy	8.550	6.374
Healthcare	8.370	9.999
Basic Materials	5.870	4.875
Communication Services	5.830	7.113
Consumer Defensive	5.460	7.183
Utilities	2.810	3.652
Real Estate	2.450	4.380

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5,582

Number of short holdings: 137

Name	ISIN	Weight %	Last	Change %
Mackenzie US Invmt Grd Corp Bd ETF CAD H	-	5.98	-	-
Mackenzie Global Macro A	-	4.42	-	-
Mackenzie US Large Cap Equity ETF	-	1.78	-	-
Mackenzie Core Plus Cdn Fxd Inc ETF	-	1.73	-	-
Mackenzie Emerging Markets Bd ETF CAD H	-	1.72	-	-
Canada (Government of) 3.25%	-	1.66	-	-
Apple	US0378331005	1.31	201.08	+0.04%
Mac Founders Series G	-	1.16	-	-
Microsoft	US5949181045	1.13	495.94	-0.30%
Ontario (Province Of) 3.6%	-	1.09	-	-

Top Other Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie Global Strat Incm A	2.25B	0.89	7.13	4.92
Mackenzie Global Strat Incm T5	2.25B	0.88	7.10	4.90
Mackenzie Global Strat Incm F	2.25B	1.46	8.62	6.32
Mackenzie Global Strat Incm PW	2.25B	1.00	7.42	5.17
Mackenzie Strategic Income Fund F8	1.73B	3.07	8.30	6.30

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