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Symmetry Moderate Growth Portfolio Class - F (0P0000IME2)

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Symmetry Moderate Growth Portfolio Class - F historical data, for real-time data please try another search
16.796 0.000    0.00%
29/07 - Delayed Data. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 334.4M
Type:  Fund
Market:  Canada
Issuer:  Mackenzie Investments
Asset Class:  Other
Symmetry Moderate Growth Portfolio Class - F 16.796 0.000 0.00%

0P0000IME2 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Symmetry Moderate Growth Portfolio Class - F (0P0000IME2) fund. Our Symmetry Moderate Growth Portfolio Class - F 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 8.520 8.530 0.010
Stocks 61.620 61.650 0.030
Bonds 22.780 22.780 0.000
Convertible 1.360 1.360 0.000
Preferred 0.110 0.110 0.000
Other 5.610 5.680 0.070

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.989 17.206
Price to Book 2.060 2.696
Price to Sales 1.397 1.923
Price to Cash Flow 9.203 11.003
Dividend Yield 2.304 2.290
5 Years Earnings Growth 12.334 10.859

Sector Allocation

Name  Net % Category Average
Financial Services 27.050 18.307
Technology 15.580 17.217
Industrials 10.700 12.409
Consumer Cyclical 8.410 9.283
Healthcare 8.090 10.753
Basic Materials 7.100 5.102
Communication Services 6.710 6.592
Consumer Defensive 6.210 6.937
Energy 5.830 6.686
Real Estate 2.370 4.425
Utilities 1.950 3.915

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 5,340

Number of short holdings: 24

Name ISIN Weight % Last Change %
Mackenzie US Large Cap Equity ETF - 8.49 - -
Great-West Lifeco Inc - 4.70 - -
iShares S&P/TSX 60 ETF - 4.10 - -
Mackenzie Canadian Equity ETF - 3.91 - -
iShares Core S&P 500 ETF - 3.88 - -
Mackenzie Enhanced Fixed Income Risk Premia Fund Series R - 3.73 - -
iShares iBoxx $ Invmt Grade Corp Bd ETF - 2.86 - -
Mackenzie US Invmt Grd Corp Bd ETF CAD H - 1.88 - -
iShares Core MSCI EAFE ETF - 1.41 - -
Mackenzie Global Macro A - 1.24 - -

Top Other Funds by Mackenzie Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mackenzie Global Strat Incm PWT8 2.27B 11.97 3.96 5.83
  Mackenzie Global Strat Incm PW CAD 2.27B 11.96 3.95 5.82
  Mackenzie Global Strat Incm A CAD 2.27B 11.70 3.67 5.57
  Mackenzie Global Strat Incm T5 CAD 2.27B 11.68 3.65 5.56
  Mackenzie Global Strat Incm B 2.27B 11.72 3.69 5.58
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