Breaking News
Get 55% Off 0
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Close

Desjardins Chorus Ii Balanced Low Volatility Portfolio R7 (0P00014JHO)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
7.064 +0.010    +0.17%
21/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 3.54B
Type:  Fund
Market:  Canada
Issuer:  Desjardins Investments Inc
Asset Class:  Other
Desjardins Chorus II Balanced Low Volatility Portf 7.064 +0.010 +0.17%

0P00014JHO Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Desjardins Chorus II Balanced Low Volatility Portf (0P00014JHO) fund. Our Desjardins Chorus II Balanced Low Volatility Portf portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 1.710 27.030 25.320
Stocks 42.070 42.070 0.000
Bonds 45.140 45.180 0.040
Convertible 0.250 0.250 0.000
Preferred 0.030 0.030 0.000
Other 10.810 10.810 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.451 17.209
Price to Book 2.491 2.698
Price to Sales 1.806 1.924
Price to Cash Flow 10.824 11.011
Dividend Yield 2.447 2.286
5 Years Earnings Growth 9.649 10.872

Sector Allocation

Name  Net % Category Average
Financial Services 19.100 18.299
Technology 18.350 17.241
Healthcare 12.860 10.766
Industrials 12.790 12.409
Consumer Defensive 7.970 6.936
Consumer Cyclical 7.730 9.287
Energy 5.730 6.677
Communication Services 5.610 6.588
Utilities 3.660 3.913
Basic Materials 3.290 5.097
Real Estate 2.920 4.410

Region Allocation

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

Top Holdings

Number of long holdings: 34

Number of short holdings: 3

Name ISIN Weight % Last Change %
Desjardins Can Bond I - 23.75 - -
Desjardins Global Government Bd Idx I - 8.55 - -
Desjardins Global Equity I - 7.93 - -
Desjardins Low Volatility Glbl Eq I - 7.30 - -
Desjardins Global Dividend I - 7.15 - -
Desjardins Canadian Equity Income F - 5.49 - -
Desjardins Low Volatility Canadian Eq I - 5.39 - -
Desjardins American Eq Value I - 3.43 - -
Desjardins Global Total Return Bond I - 3.21 - -
Desjardins Global Corporate Bond I - 2.73 - -

Top Other Funds by Desjardins Investments Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Melodia Balanced Growth Portfolio 4.35B 10.57 1.85 4.69
  Balanced Low Volatility Portfolio 3.54B 8.14 2.15 3.58
  Balanced Low Volatility Portfolio C 3.54B 8.21 2.24 3.68
  Balanced Low Volatility Portfolio F 3.54B 9.08 3.23 4.67
  Balanced Low Volatility Portfol R5 3.54B 8.09 2.47 3.74
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00014JHO Comments

Write your thoughts about Desjardins Chorus Ii Balanced Low Volatility Portfolio R7
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email