Breaking News
Get 55% Off 0
Final hours! Save up to 55% OFF InvestingPro
CLAIM SALE
Close

Mackenzie Bluewater Canadian Growth Balanced Fund - A (0P000070RT)

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
 
13.878 -0.260    -1.85%
20/12 - Delayed Data. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 5.54B
Type:  Fund
Market:  Canada
Issuer:  Mackenzie Investments
Asset Class:  Equity
Mackenzie Canadian Growth Balanced Fund - A 13.878 -0.260 -1.85%

0P000070RT Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Mackenzie Canadian Growth Balanced Fund - A (0P000070RT) fund. Our Mackenzie Canadian Growth Balanced Fund - A 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 2.710 2.870 0.160
Stocks 64.710 64.710 0.000
Bonds 30.040 30.040 0.000
Convertible 0.880 0.880 0.000
Preferred 0.040 0.040 0.000
Other 1.610 1.610 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 23.543 16.676
Price to Book 3.115 2.397
Price to Sales 2.721 1.844
Price to Cash Flow 18.698 10.756
Dividend Yield 1.133 2.470
5 Years Earnings Growth 12.691 9.431

Sector Allocation

Name  Net % Category Average
Financial Services 27.580 29.763
Industrials 24.530 14.520
Technology 17.330 11.019
Healthcare 9.640 6.753
Consumer Defensive 9.080 7.041
Consumer Cyclical 4.940 9.556
Basic Materials 3.230 4.974
Real Estate 2.540 2.505
Communication Services 1.120 5.184

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 631

Number of short holdings: 3

Name ISIN Weight % Last Change %
  RBC CA7800871021 3.70 120.38 -0.29%
  Intact Financial CA45823T1066 3.34 261.90 -0.06%
  Stantec CA85472N1096 3.12 113.68 -0.16%
  BROOKFIELD ASSET MANAGEMENT LTD CA1130041058 2.80 78.39 +0.28%
  Loblaw Companies CA5394811015 2.76 192.17 +0.81%
  Microsoft US5949181045 2.67 434.84 -0.40%
  Aon IE00BLP1HW54 2.59 356.25 -0.62%
Canada (Government of) 2.75% - 2.50 - -
Ontario (Province Of) 4.15% - 2.36 - -
  Trane Technologies IE00BK9ZQ967 2.32 377.14 +0.01%

Top Equity Funds by Mackenzie Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mackenzie Global Dividend Fund AR 7.25B 23.08 9.10 10.12
  Mackenzie Global Dividend Fund F8 7.25B 24.81 10.78 11.70
  Mackenzie Global Dividend Fund T6 7.25B 23.12 9.15 10.20
  Mackenzie Global Dividend Fund T8 7.25B 23.16 9.19 10.19
  Mackenzie Global Div Fund A CAD 7.25B 23.12 9.15 10.18
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.

0P000070RT Comments

Write your thoughts about Mackenzie Bluewater Canadian Growth Balanced Fund - A
 
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