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Mackenzie Cundill Canadian Balanced Fund A (0P00007082)

Toronto

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10.522 -0.108 -1.01%

28/03 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 379.61M

Type: Fund

Market: Canada

Issuer: Mackenzie Institutional

Asset Class: Equity

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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	0.440	1.060	0.620
Stocks	64.030	64.030	0.000
Bonds	33.010	33.010	0.000
Convertible	1.160	1.160	0.000
Preferred	0.130	0.130	0.000
Other	1.220	1.220	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.814	16.926
Price to Book	1.770	2.445
Price to Sales	1.285	1.867
Price to Cash Flow	7.794	10.759
Dividend Yield	2.357	2.472
5 Years Earnings Growth	12.499	9.532

Sector Allocation

Name	Net %	Category Average
Financial Services	28.870	30.450
Technology	17.310	11.766
Industrials	13.770	14.418
Energy	12.890	8.266
Consumer Cyclical	9.450	9.526
Consumer Defensive	5.980	6.552
Basic Materials	5.810	4.728
Healthcare	2.490	6.623
Communication Services	2.010	5.059
Real Estate	1.430	2.461

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 548

Number of short holdings: 5

Name	ISIN	Weight %	Last	Change %
Celestica Inc.	CA15101Q2071	2.95	118.36	-2.11%
Brookfield	CA11271J1075	2.94	51.85	-4.23%
RBC	CA7800871021	2.63	112.14	-2.24%
Atkinsrealis	CA04764T1049	2.59	68.05	-2.84%
Fairfax Financial	CA3039011026	2.19	2,036.73	-0.73%
Enbridge	CA29250N1050	2.10	44.46	+0.23%
Teck Resources B	CA8787422044	2.02	37.45	-4.76%
Canadian Imperial Bank	CA1360691010	1.79	80.40	-1.98%
Manulife Financial	CA56501R1064	1.76	30.76	-1.16%
Bank of Nova Scotia	CA0641491075	1.65	68.36	-1.21%

Top Equity Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie Cundill Value Fund A	872.57M	4.24	10.11	3.38
Mackenzie Cundill Canadian Sec A	414.51M	2.59	9.66	4.28
Mackenzie Canadian Resource A	252.02M	4.32	8.33	6.16
Mackenzie US Dividend Fund Series A	96.49M	5.85	11.91	8.90

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