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Symmetry Conservative Income Portfolio - Pwx (0P0000ZVFR)

Toronto

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11.139 -0.020 -0.20%

20/02 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 698.75M

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	9.360	9.930	0.570
Stocks	29.740	29.850	0.110
Bonds	56.370	56.450	0.080
Convertible	0.870	0.870	0.000
Preferred	0.230	0.230	0.000
Other	3.430	3.460	0.030

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.881	16.284
Price to Book	2.155	2.410
Price to Sales	1.576	1.751
Price to Cash Flow	9.795	10.164
Dividend Yield	2.535	2.554
5 Years Earnings Growth	10.409	10.167

Sector Allocation

Name	Net %	Category Average
Financial Services	20.720	20.306
Technology	19.790	16.897
Industrials	11.570	11.830
Consumer Cyclical	8.960	8.598
Energy	8.540	7.615
Healthcare	8.530	8.769
Basic Materials	5.910	5.253
Communication Services	5.500	5.969
Consumer Defensive	5.170	7.056
Utilities	2.870	4.223
Real Estate	2.440	3.864

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5,592

Number of short holdings: 146

Name	ISIN	Weight %	Last	Change %
Mackenzie US Invmt Grd Corp Bd ETF CAD H	-	13.38	-	-
Mackenzie Canadian All Corporate Bd ETF	-	5.87	-	-
Mackenzie Global Macro A	-	4.91	-	-
Mackenzie Core Plus Cdn Fxd Inc ETF	-	2.36	-	-
Mackenzie US Large Cap Equity ETF	-	2.07	-	-
Mackenzie Emerging Markets Bd ETF CAD H	-	1.95	-	-
Mackenzie Enhanced Equity Risk Premia Fund Series R	-	1.75	-	-
Canada (Government of) 3.25%	-	1.02	-	-
Canada (Government of) 3%	-	0.99	-	-
Canada Housing Trust No.1 3.5%	-	0.80	-	-

Top Bond Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie Monthly Income Conserv A	1.4B	1.69	3.04	3.32
Mackenzie Income AR	1.22B	1.84	2.30	3.08
Mackenzie Income D	1.22B	1.91	3.21	3.83
Mackenzie Income Fund A	1.22B	1.84	2.32	3.11
Mackenzie Income Fund F	1.22B	1.92	3.35	4.11

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Symmetry Conserva.	11.139	-0.020	-0.20%