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Symmetry Balanced Portfolio Pwx (0P00012MX3)

Toronto

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9.419 -0.050 -0.51%

07/02 - Closed. 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	8.120	8.440	0.320
Stocks	54.170	54.300	0.130
Bonds	33.450	33.570	0.120
Convertible	0.660	0.660	0.000
Preferred	0.150	0.150	0.000
Other	3.440	3.480	0.040

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.566	16.992
Price to Book	2.170	2.709
Price to Sales	1.607	1.929
Price to Cash Flow	9.907	10.986
Dividend Yield	2.490	2.297
5 Years Earnings Growth	10.004	10.717

Sector Allocation

Name	Net %	Category Average
Technology	20.510	17.463
Financial Services	19.940	18.513
Industrials	11.270	12.197
Healthcare	8.860	10.500
Consumer Cyclical	8.770	9.479
Energy	8.290	6.430
Basic Materials	6.080	4.862
Communication Services	5.860	6.826
Consumer Defensive	5.240	7.010
Utilities	2.730	3.905
Real Estate	2.460	4.347

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5,615

Number of short holdings: 140

Name	ISIN	Weight %	Last	Change %
Mackenzie US Invmt Grd Corp Bd ETF CAD H	-	6.07	-	-
Mackenzie Global Macro A	-	3.83	-	-
Mackenzie US Large Cap Equity ETF	-	3.43	-	-
Mackenzie Emerging Markets Bd ETF CAD H	-	1.74	-	-
Mackenzie Core Plus Cdn Fxd Inc ETF	-	1.72	-	-
Mac Founders Series G	-	1.56	-	-
Apple	US0378331005	1.43	227.63	-2.40%
Microsoft	US5949181045	1.32	409.75	-1.46%
NVIDIA	US67066G1040	1.30	129.84	+0.90%
RBC	CA7800871021	1.06	119.32	-0.10%

Top Other Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie Global Strat Incm A	2.25B	2.74	5.07	5.33
Mackenzie Global Strat Incm T5	2.25B	2.74	5.05	5.31
Mackenzie Global Strat Incm F	2.25B	2.87	6.53	6.73
Mackenzie Global Strat Incm PW	2.25B	2.77	5.36	5.58
Symmetry Moderate Growth Port PWX	1.75B	2.77	6.30	6.80

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Symmetry Balanced.	9.419	-0.050	-0.51%