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Symmetry Conservative Income Portfolio - Pwx (0P00012MX8)

Toronto

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7.603 -0.010 -0.16%

08/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 695.89M

Type: Fund

Market: Canada

Issuer: Mackenzie Investments

Asset Class: Bond

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0P00012MX8 Holdings

Comprehensive information about top holdings and Key Holding Information for the Symmetry Conservative Income Portfolio - PWX (0P00012MX8) 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	9.790	10.070	0.280
Stocks	28.620	28.750	0.130
Bonds	56.320	56.330	0.010
Convertible	0.860	0.860	0.000
Preferred	0.200	0.200	0.000
Other	4.210	4.220	0.010

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.031	16.259
Price to Book	2.069	2.427
Price to Sales	1.539	1.727
Price to Cash Flow	9.528	10.138
Dividend Yield	2.577	2.549
5 Years Earnings Growth	10.692	10.439

Sector Allocation

Name	Net %	Category Average
Financial Services	20.100	20.242
Technology	19.000	16.822
Industrials	11.710	11.984
Healthcare	9.120	8.802
Consumer Cyclical	8.880	8.380
Energy	8.260	7.622
Basic Materials	6.440	5.646
Communication Services	5.610	6.005
Consumer Defensive	5.450	6.946
Utilities	2.970	4.336
Real Estate	2.470	3.890

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5,610

Number of short holdings: 135

Name	ISIN	Weight %	Last	Change %
Mackenzie US Invmt Grd Corp Bd ETF CAD H	-	13.58	-	-
Mackenzie Canadian All Corporate Bd ETF	-	5.77	-	-
Mackenzie Global Macro A	-	3.88	-	-
Mackenzie Core Plus Cdn Fxd Inc ETF	-	2.32	-	-
Mackenzie US Large Cap Equity ETF	-	1.95	-	-
Mackenzie Emerging Markets Bd ETF CAD H	-	1.94	-	-
Mackenzie Enhanced Equity Risk Premia Fund Series R	-	1.58	-	-
Ontario (Province Of) 4.15%	-	1.37	-	-
Mackenzie Multi-Strategy Abs Ret A	-	1.12	-	-
Canada (Government of) 5.75%	-	0.86	-	-

Top Bond Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Symmetry Conservative Prtf PWX	1.04B	11.68	3.86	5.28
Mackenzie NA Corp Bond SC USD	966.98M	7.67	1.40	-
Mackenzie Strategic Bond Fund F6	350.9M	5.37	0.15	2.15
Mackenzie Strategic Bond PW	350.9M	4.83	-0.40	1.61
Mackenzie Strategic Bond PWX	350.9M	6.02	0.83	2.91

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Symmetry Conserva.	7.603	-0.010	-0.16%