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Empire Life Asset Allocation - Class A (0P000070A1)

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Condition

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Status

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43.448 -0.040    -0.09%
14/06 - Closed. Currency in CAD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.18B
Type:  Fund
Market:  Canada
Issuer:  The Empire Life Insurance Co
Asset Class:  Other
Empire Asset Allocation - Class A 43.448 -0.040 -0.09%

0P000070A1 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Empire Asset Allocation - Class A (0P000070A1) fund. Our Empire Asset Allocation - Class A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Condition

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Delivery Method

Status

Name  Net %  Long %  Short %
Cash 3.770 3.800 0.030
Stocks 56.850 56.850 0.000
Bonds 38.250 38.250 0.000
Convertible 0.210 0.210 0.000
Preferred 0.920 0.920 0.000
Other 0.010 0.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.628 16.564
Price to Book 2.009 2.423
Price to Sales 1.391 1.701
Price to Cash Flow 8.803 10.368
Dividend Yield 2.411 2.649
5 Years Earnings Growth 8.518 10.462

Sector Allocation

Name  Net % Category Average
Financial Services 25.670 22.426
Technology 16.370 15.109
Energy 12.230 10.411
Industrials 11.790 12.527
Consumer Cyclical 9.280 9.053
Basic Materials 5.140 4.071
Healthcare 4.990 7.812
Consumer Defensive 4.960 6.250
Communication Services 4.680 5.625
Utilities 3.740 3.939
Real Estate 1.140 4.767

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 344

Number of short holdings: 1

Name ISIN Weight % Last Change %
Empire Life Strategic Corp Bd Cl M - 8.58 - -
Empire Life Short Term High Income GIF K - 2.95 - -
Empire Life Global Growth GIF 75/100 L - 2.23 - -
Brookfield Business Corp Ordinary Shares - Class A (Sub Voting) - 2.06 - -
Royal Bank of Canada - 2.03 - -
Canada (Government of) 1.75% - 1.58 - -
Lightspeed Commerce Inc Ordinary Shares (Sub Voting) - 1.36 - -
Brookfield Corp Registered Shs -A- Limited Vtg - 1.28 - -
Canadian Natural Resources Ltd - 1.28 - -
Microsoft Corp - 1.22 - -

Top Other Funds by The Empire Life Insurance Co

  Name Rating Total Assets YTD% 3Y% 10Y%
  Empire Asset Allocation Class D 1.18B 2.62 2.95 5.28
  Empire Asset Allocation Class E 1.18B 2.47 2.61 4.94
  Empire Asset Allocation Class G 1.18B 2.16 1.85 4.17
  Empire Asset Allocation Class H 1.18B 2.61 2.93 5.28
  Empire Asset Allocation Class J 1.18B 2.15 1.83 4.16
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