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Symmetry Balanced Portfolio Pwx (0P00012MX3)

Toronto

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9.866 -0.002 -0.02%

06/06 - Closed. Currency in USD

Type: Fund

Market: Canada

Issuer: Mackenzie Investments

Asset Class: Other

Morningstar Rating:
Total Assets: 2.06B

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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	17.017
Price to Book	2.045	2.675
Price to Sales	1.551	1.931
Price to Cash Flow	9.396	10.713
Dividend Yield	2.582	2.347
5 Years Earnings Growth	9.644	9.930

Sector Allocation

Name	Net %	Category Average
Financial Services	21.950	19.327
Technology	18.990	17.141
Industrials	11.140	11.794
Consumer Cyclical	8.580	9.401
Energy	8.550	6.413
Healthcare	8.370	10.101
Basic Materials	5.870	4.820
Communication Services	5.830	7.149
Consumer Defensive	5.460	7.178
Utilities	2.810	3.729
Real Estate	2.450	4.434

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	203.92	+1.64%
Mac Founders Series G	-	1.16	-	-
Microsoft	US5949181045	1.13	470.38	+0.58%
Ontario (Province Of) 3.6%	-	1.09	-	-

Top Other Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie Global Strat Incm A	2.21B	0.89	7.13	4.92
Mackenzie Global Strat Incm T5	2.21B	0.88	7.10	4.90
Mackenzie Global Strat Incm F	2.21B	1.46	8.62	6.32
Mackenzie Global Strat Incm PW	2.21B	1.00	7.42	5.17
Mackenzie Strategic Income D	1.69B	2.99	8.09	5.95

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