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Purpose Canadian Equity Growth Fund Series A (0P0000KWJM)

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15.406 -0.100    -0.63%
14/02 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 7.45M
Type:  Fund
Market:  Canada
Issuer:  Purpose Investments Inc.
Asset Class:  Equity
Purpose Canadian Equity Growth Fund Series A 15.406 -0.100 -0.63%

0P0000KWJM Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Purpose Canadian Equity Growth Fund Series A (0P0000KWJM) fund. Our Purpose Canadian Equity Growth Fund Series 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 5.950 7.360 1.410
Stocks 91.440 91.440 0.000
Convertible 2.610 2.610 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 22.547 13.685
Price to Book 3.716 1.917
Price to Sales 1.590 1.119
Price to Cash Flow 14.065 7.741
Dividend Yield 0.391 1.898
5 Years Earnings Growth 20.578 12.506

Sector Allocation

Name  Net % Category Average
Technology 22.240 10.031
Consumer Cyclical 22.140 13.142
Industrials 18.050 22.329
Healthcare 15.020 2.894
Energy 13.130 12.993
Financial Services 2.990 14.687
Communication Services 2.770 1.543
Consumer Defensive 1.900 3.732
Basic Materials 1.750 10.895

Region Allocation

  • North America
  • Developed Markets

Top Holdings

Number of long holdings: 48

Number of short holdings: 1

Name ISIN Weight % Last Change %
Royal Wins Corp - 8.34 - -
  Celestica Inc. CA15101Q2071 4.96 187.37 +1.73%
  Zedcor Energy CA98923V1094 4.27 3.19 -2.45%
  Vitalhub CA92847V5018 3.43 11.400 +0.53%
  Kraken Robotics CA50077N1024 3.34 2.5600 -0.78%
  Brinker US1096411004 3.03 158.40 -1.13%
  Applovin US03831W1080 2.93 510.13 +8.15%
  TerraVest Industries CA88105G1037 2.87 119.25 +0.35%
  Shopify Inc CA82509L1076 2.76 128.35 +0.55%
  Propel Holdings CA74349D1069 2.71 35.76 -1.73%

Top Equity Funds by Purpose Investments Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Purpose NexC Partners Corp Cl F 89.53M 1.84 4.21 6.95
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