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Symmetry Balanced Portfolio Pwx (0P00012MX3)

Toronto

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9.941 -0.040 -0.45%

13/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 2.14B

Type: Fund

Market: Canada

Issuer: Mackenzie Investments

Asset Class: Other

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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	7.880	7.910	0.030
Shares	54.470	54.570	0.100
Bonds	33.110	33.120	0.010
Convertible	0.670	0.670	0.000
Preferred	0.160	0.160	0.000
Other	3.710	3.720	0.010

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.438	17.243
Price to Book	2.181	2.701
Price to Sales	1.607	1.926
Price to Cash Flow	10.074	11.044
Dividend Yield	2.482	2.282
5 Years Earnings Growth	10.672	10.922

Sector Allocation

Name	Net %	Category Average
Technology	20.510	17.179
Financial Services	19.040	18.253
Industrials	11.540	12.406
Healthcare	9.220	10.821
Consumer Cyclical	8.860	9.283
Energy	8.720	6.716
Basic Materials	6.080	5.104
Communication Services	5.880	6.578
Consumer Defensive	5.360	6.979
Utilities	2.490	3.890
Real Estate	2.310	4.431

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5,553

Number of short holdings: 30

Name	ISIN	Weight %	Last	Change %
Mackenzie US Invmt Grd Corp Bd ETF CAD H	-	6.15	-	-
Mackenzie Global Macro A	-	3.95	-	-
Mackenzie US Large Cap Equity ETF	-	3.88	-	-
Mackenzie Core Plus Cdn Fxd Inc ETF	-	1.71	-	-
Mackenzie Emerging Markets Bd ETF CAD H	-	1.70	-	-
Apple	US0378331005	1.41	227.55	+1.08%
Microsoft	US5949181045	1.39	426.63	+0.34%
Mac Founders Series G	-	1.37	-	-
NVIDIA	US67066G1040	1.13	146.07	-0.14%
RBC	CA7800871021	0.90	122.58	-0.47%

Top Other Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie Global Strat Incm F	2.22B	13.01	5.12	6.97
Mackenzie Global Strat Incm PW	2.22B	11.96	3.95	5.82
Mackenzie Global Strat Incm A	2.22B	11.70	3.67	5.57
Mackenzie Global Strat Incm T5	2.22B	11.68	3.65	5.56
Symmetry Moderate Growth Port PWX	1.79B	12.23	4.12	6.67

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Symmetry Balanced.	9.941	-0.040	-0.45%