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Symmetry Conservative Income Portfolio - Pwx (0P0000ZVFR)

Toronto

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10.957 +0.020 +0.19%

24/12 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 711.94M

Type: Fund

Market: Canada

Issuer: Mackenzie Investments

Asset Class: Bond

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0P0000ZVFR Holdings

Comprehensive information about top holdings and Key Holding Information for the Symmetry Conservative Income Portfolio - PWX (0P0000ZVFR) fund. Our Symmetry Conservative Income 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	9.790	10.070	0.280
Stocks	28.620	28.750	0.130
Bonds	56.320	56.330	0.010
Convertible	0.860	0.860	0.000
Preferred	0.200	0.200	0.000
Other	4.210	4.220	0.010

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.031	16.244
Price to Book	2.069	2.414
Price to Sales	1.539	1.721
Price to Cash Flow	9.528	10.106
Dividend Yield	2.577	2.582
5 Years Earnings Growth	10.692	10.407

Sector Allocation

Name	Net %	Category Average
Financial Services	20.100	20.158
Technology	19.000	16.733
Industrials	11.710	12.014
Healthcare	9.120	8.770
Consumer Cyclical	8.880	8.349
Energy	8.260	7.681
Basic Materials	6.440	5.634
Communication Services	5.610	5.967
Consumer Defensive	5.450	6.936
Utilities	2.970	4.407
Real Estate	2.470	4.030

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5,610

Number of short holdings: 135

Name	ISIN	Weight %	Last	Change %
Mackenzie US Invmt Grd Corp Bd ETF CAD H	-	13.58	-	-
Mackenzie Canadian All Corporate Bd ETF	-	5.77	-	-
Mackenzie Global Macro A	-	3.88	-	-
Mackenzie Core Plus Cdn Fxd Inc ETF	-	2.32	-	-
Mackenzie US Large Cap Equity ETF	-	1.95	-	-
Mackenzie Emerging Markets Bd ETF CAD H	-	1.94	-	-
Mackenzie Enhanced Equity Risk Premia Fund Series R	-	1.58	-	-
Ontario (Province Of) 4.15%	-	1.37	-	-
Mackenzie Multi-Strategy Abs Ret A	-	1.12	-	-
Canada (Government of) 5.75%	-	0.86	-	-

Top Bond Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie Monthly Income Conserv A	1.39B	9.22	2.70	-
Mackenzie Income AR	1.24B	8.75	1.98	3.38
Mackenzie Income D	1.24B	9.66	2.87	4.12
Mackenzie Income Fund A	1.24B	8.76	1.99	3.40
Mackenzie Income Fund F	1.24B	9.77	3.03	4.40

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Symmetry Conserva.	10.957	+0.020	+0.19%