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Mackenzie Cundill Canadian Balanced Fund A (0P00007082)

Toronto

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11.095 +0.030 +0.25%

22/01 - Delayed Data. Currency in CAD

Morningstar Rating:
Total Assets: 378.48M

Type: Fund

Market: Canada

Issuer: Mackenzie Institutional

Asset Class: Equity

General
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0P00007082 Holdings

Comprehensive information about top holdings and Key Holding Information for the Mackenzie Cundill Canadian Balanced Fund A (0P00007082) fund. Our Mackenzie Cundill Canadian Balanced Fund A 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	2.440	2.840	0.400
Shares	63.110	63.110	0.000
Bonds	32.340	32.350	0.010
Convertible	1.210	1.210	0.000
Preferred	0.130	0.130	0.000
Other	0.770	0.820	0.050

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.096	16.653
Price to Book	1.745	2.425
Price to Sales	1.248	1.832
Price to Cash Flow	7.377	10.682
Dividend Yield	2.567	2.479
5 Years Earnings Growth	11.525	9.388

Sector Allocation

Name	Net %	Category Average
Financial Services	27.290	30.164
Technology	16.990	11.355
Energy	14.270	8.222
Industrials	13.180	14.339
Consumer Cyclical	8.900	9.534
Basic Materials	7.290	4.931
Consumer Defensive	4.590	6.891
Healthcare	3.130	6.660
Communication Services	2.730	5.242
Real Estate	1.600	2.496

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 555

Number of short holdings: 6

Name	ISIN	Weight %	Last	Change %
Brookfield	CA11271J1075	2.67	59.38	+0.76%
RBC	CA7800871021	2.60	121.82	+0.66%
Atkinsrealis	CA04764T1049	2.35	82.74	+0.51%
Celestica Inc.	CA15101Q2071	2.34	175.66	-0.94%
Teck Resources B	CA8787422044	2.30	42.96	+0.12%
Enbridge	CA29250N1050	1.97	44.68	-0.19%
Fairfax Financial	CA3039011026	1.83	2,020.65	+0.06%
Canadian Imperial Bank	CA1360691010	1.74	92.31	+0.84%
Barrick Gold	CA0679011084	1.65	15.59	-1.17%
Manulife Financial	CA56501R1064	1.64	30.75	+1.04%

Top Equity Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie Cundill Value Fund A	866.53M	18.18	8.12	3.45
Mackenzie Cundill Canadian Sec A	412.2M	22.23	10.44	4.45
Mackenzie Canadian Resource A	296.51M	11.15	10.69	6.17
Mackenzie US Dividend Fund Series A	87.05M	24.30	8.32	9.03

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Mackenzie Cundill.	11.095	+0.030	+0.25%