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Mackenzie Cundill Canadian Balanced Fund A (0P00007082)

Toronto

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10.901 +0.020 +0.18%

25/02 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 384.68M

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	0.470	0.880	0.410
Stocks	64.190	64.190	0.000
Bonds	32.830	32.890	0.060
Convertible	1.130	1.130	0.000
Preferred	0.130	0.130	0.000
Other	1.260	1.260	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.168	16.918
Price to Book	1.832	2.462
Price to Sales	1.315	1.858
Price to Cash Flow	8.031	10.810
Dividend Yield	2.327	2.468
5 Years Earnings Growth	11.956	9.479

Sector Allocation

Name	Net %	Category Average
Financial Services	28.490	30.376
Technology	16.210	11.672
Energy	14.170	8.214
Industrials	13.600	14.454
Consumer Cyclical	9.490	9.475
Basic Materials	6.390	4.758
Consumer Defensive	5.210	6.625
Healthcare	3.750	6.665
Real Estate	1.520	2.469
Communication Services	1.160	5.100

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 551

Number of short holdings: 5

Name	ISIN	Weight %	Last	Change %
Brookfield	CA11271J1075	3.00	57.70	+0.09%
Celestica Inc.	CA15101Q2071	2.79	160.13	+5.47%
RBC	CA7800871021	2.62	119.48	+0.16%
Atkinsrealis	CA04764T1049	2.53	71.19	+0.17%
Teck Resources B	CA8787422044	2.17	41.38	+1.92%
Fairfax Financial	CA3039011026	2.13	2,047.76	-0.85%
Enbridge	CA29250N1050	2.05	41.75	+0.24%
Manulife Financial	CA56501R1064	1.76	30.80	+0.26%
Canadian Imperial Bank	CA1360691010	1.75	86.78	+0.65%
Bank of Nova Scotia	CA0641491075	1.67	72.38	+1.37%

Top Equity Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie Cundill Value Fund A	907.32M	5.70	10.07	3.65
Mackenzie Cundill Canadian Sec A	425.22M	4.13	10.69	4.62
Mackenzie Canadian Resource A	302.25M	4.46	10.56	6.47
Mackenzie US Dividend Fund Series A	93.96M	5.06	10.99	9.16

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Mackenzie Cundill.	10.901	+0.020	+0.18%
	Fondo SAM Deuda 8.	3.412	+0.002	+0.05%