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Desjardins Global Balanced Growth Fund A (0P000070UC)

Toronto

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21.087 -0.088 -0.42%

30/05 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 69.8M

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0P000070UC Holdings

Comprehensive information about top holdings and Key Holding Information for the Desjardins Tactical Balanced Fund (0P000070UC) fund. Our Desjardins Tactical Balanced Fund 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	2.150	42.710	40.560
Shares	62.890	62.890	0.000
Bonds	34.940	34.940	0.000
Other	0.010	0.010	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.176	17.908
Price to Book	4.303	2.693
Price to Sales	3.299	2.021
Price to Cash Flow	14.780	11.133
Dividend Yield	1.202	2.363
5 Years Earnings Growth	10.272	10.066

Sector Allocation

Name	Net %	Category Average
Technology	32.130	16.004
Consumer Cyclical	16.630	7.826
Communication Services	14.650	4.855
Industrials	12.840	13.088
Financial Services	9.620	24.685
Healthcare	8.740	6.249
Consumer Defensive	2.270	6.046
Real Estate	1.790	4.258
Basic Materials	0.450	4.170
Utilities	0.440	3.453
Energy	0.420	9.932

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 190

Number of short holdings: 8

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 4.25%	-	8.50	-	-
United States Treasury Notes 4.625%	-	4.56	-	-
United States Treasury Notes 4.625%	-	3.69	-	-
NVIDIA	US67066G1040	3.03	135.13	-2.92%
Amazon.com	US0231351067	2.75	205.01	-0.34%
Microsoft	US5949181045	2.62	460.36	+0.37%
The Technology Select Sector SPDR® ETF	-	2.42	-	-
United States Treasury Notes 4.875%	-	2.36	-	-
Alphabet C	US02079K1079	2.04	172.85	-0.06%
Apple	US0378331005	2.03	200.85	+0.45%

Top Other Funds by Desjardins Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
Melodia Balanced Growth Portfolio	4.12B	-1.77	5.58	4.15
Balanced Low Volatility Portfol R7	3.54B	-0.32	5.01	3.29
Balanced Low Volatility Portfol S5	3.54B	0.01	5.99	4.22
Balanced Low Volatility Portfol S7	3.54B	0.00	6.01	4.43
Balanced Low Volatility Portfol T5	3.54B	-0.32	4.90	3.15

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Desjardins Tactic.	21.087	-0.088	-0.42%