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Symmetry Conservative Portfolio - Pwx (0P00012MY3)

Toronto

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7.745 -0.010 -0.15%

08/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.04B

Type: Fund

Market: Canada

Asset Class: Bond

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Technical
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0P00012MY3 Holdings

Comprehensive information about top holdings and Key Holding Information for the Symmetry Conservative Portfolio - PWX (0P00012MY3) fund. Our Symmetry Conservative 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	8.090	8.340	0.250
Stocks	37.780	37.870	0.090
Bonds	47.400	47.400	0.000
Convertible	0.770	0.770	0.000
Preferred	0.160	0.160	0.000
Other	5.810	5.820	0.010

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.147	16.259
Price to Book	2.086	2.427
Price to Sales	1.551	1.727
Price to Cash Flow	9.628	10.138
Dividend Yield	2.566	2.549
5 Years Earnings Growth	10.613	10.439

Sector Allocation

Name	Net %	Category Average
Financial Services	20.020	20.242
Technology	19.080	16.822
Industrials	11.810	11.984
Healthcare	9.310	8.802
Consumer Cyclical	8.930	8.380
Energy	8.110	7.622
Basic Materials	6.360	5.646
Communication Services	5.580	6.005
Consumer Defensive	5.530	6.946
Utilities	2.820	4.336
Real Estate	2.440	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: 5,611

Number of short holdings: 134

Name	ISIN	Weight %	Last	Change %
Mackenzie US Invmt Grd Corp Bd ETF CAD H	-	9.84	-	-
Mackenzie Enhanced Fixed Income Risk Premia Fund Series R	-	2.88	-	-
Mackenzie Core Plus Cdn Fxd Inc ETF	-	2.49	-	-
Mackenzie US Large Cap Equity ETF	-	2.44	-	-
Ontario (Province Of) 4.15%	-	1.57	-	-
Mackenzie Global Macro A	-	1.33	-	-
Canada (Government of) 5.75%	-	1.10	-	-
Mackenzie Multi-Strategy Abs Ret A	-	1.08	-	-
Canada (Government of) 3%	-	1.06	-	-
Canada Housing Trust No.1 3.5%	-	1.03	-	-

Top Bond Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie NA Corp Bond SC USD	966.98M	7.67	1.40	-
Symmetry Conserv Income Portf PWX	695.89M	10.71	3.82	4.87
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.	7.745	-0.010	-0.15%