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Symmetry Balanced Portfolio Pwx (0P00012MX3)

Toronto

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10.338 -0.003 -0.03%

29/08 - Closed. Currency in USD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 2.14B

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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	7.610	8.010	0.400
Shares	30.940	31.040	0.100
Bonds	35.350	35.360	0.010
Convertible	0.710	0.710	0.000
Preferred	0.140	0.140	0.000
Other	25.260	25.300	0.040

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.800	17.636
Price to Book	1.675	2.752
Price to Sales	1.294	2.000
Price to Cash Flow	8.041	10.849
Dividend Yield	3.109	2.291
5 Years Earnings Growth	9.374	9.669

Sector Allocation

Name	Net %	Category Average
Financial Services	26.510	19.565
Technology	13.090	17.596
Industrials	13.060	12.089
Energy	10.110	6.318
Consumer Cyclical	8.100	9.352
Basic Materials	8.010	4.985
Healthcare	6.160	9.579
Consumer Defensive	5.230	7.034
Communication Services	4.260	7.212
Utilities	3.170	3.641
Real Estate	2.290	4.153

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	-	19.38	-	-
Mack Us Equity Pool Series R	-	15.81	-	-
Mack Canadian Equity Pool	-	14.02	-	-
Mack EAFE Equity Pool	-	7.79	-	-
Mack Comprehensive Equity Pool	-	7.74	-	-
Mackenzie North American Corp Bond A	-	7.04	-	-
Mackenzie US Invmt Grd Corp Bd ETF CAD H	-	5.95	-	-
Mackenzie Global Macro A	-	4.20	-	-
Mackenzie Broad Risk Premia Collection Fund Series R	-	2.79	-	-
Mackenzie Global Dividend Fund Series R	-	2.65	-	-

Top Other Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie Global Strat Incm A	2.3B	4.02	8.68	5.06
Mackenzie Global Strat Incm T5	2.3B	4.01	8.65	5.05
Mackenzie Global Strat Incm F	2.3B	4.86	10.19	6.47
Mackenzie Global Strat Incm PW	2.3B	4.18	8.97	5.32
Mackenzie Strategic Income D	1.75B	5.55	9.59	6.30

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