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Symmetry Moderate Growth Port Pwx (0P0000ZWMZ)

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14.772 +0.138    +0.94%
22/08 - Delayed Data. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 1.73B
Symmetry Moderate Growth Port PWX 14.772 +0.138 +0.94%

0P0000ZWMZ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Symmetry Moderate Growth Port PWX (0P0000ZWMZ) fund. Our Symmetry Moderate Growth Port PWX portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Status

Name  Net %  Long %  Short %
Cash 5.150 5.370 0.220
Shares 33.880 34.000 0.120
Bonds 29.420 29.430 0.010
Convertible 0.520 0.520 0.000
Preferred 0.100 0.100 0.000
Other 30.930 30.970 0.040

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.812 18.339
Price to Book 1.676 2.963
Price to Sales 1.280 2.110
Price to Cash Flow 8.012 11.554
Dividend Yield 3.071 2.122
5 Years Earnings Growth 9.373 9.780

Sector Allocation

Name  Net % Category Average
Financial Services 26.110 20.330
Technology 13.450 19.000
Industrials 13.220 13.259
Energy 9.650 6.101
Consumer Cyclical 8.150 10.754
Basic Materials 7.940 5.447
Healthcare 6.260 9.991
Consumer Defensive 5.320 7.551
Communication Services 4.450 6.353
Utilities 3.110 2.622
Real Estate 2.350 2.818

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 - 18.38 - -
Mack Us Equity Pool Series R - 18.31 - -
Mack Canadian Equity Pool - 12.25 - -
Mack Comprehensive Equity Pool - 8.82 - -
Mack EAFE Equity Pool - 7.57 - -
Mackenzie US Invmt Grd Corp Bd ETF CAD H - 4.86 - -
Mackenzie North American Corp Bond A - 4.39 - -
Mackenzie Global Dividend Fund Series R - 3.40 - -
Mackenzie Broad Risk Premia Collection Fund Series R - 3.23 - -
Mackenzie Enhanced Fixed Income Risk Premia Fund Series R - 3.21 - -

Top Other Funds by Mackenzie Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mackenzie Global Strat Incm PWT8 2.3B 4.19 8.98 5.33
  Mackenzie Global Strat Incm PW CAD 2.3B 4.18 8.97 5.32
  Mackenzie Global Strat Incm A CAD 2.3B 4.02 8.68 5.06
  Mackenzie Global Strat Incm T5 CAD 2.3B 4.01 8.65 5.05
  Mackenzie Global Strat Incm B 2.3B 4.03 8.69 5.08
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