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Symmetry Conservative Portfolio - Pwx (0P0000ZWJV)

Toronto

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11.373 -0.030 -0.25%

20/02 - Delayed Data. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Bond

Morningstar Rating:
Total Assets: 1.05B

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0P0000ZWJV Holdings

Comprehensive information about top holdings and Key Holding Information for the Symmetry Conservative Portfolio - PWX (0P0000ZWJV) 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	7.850	8.370	0.520
Stocks	38.980	39.080	0.100
Bonds	47.440	47.500	0.060
Convertible	0.770	0.770	0.000
Preferred	0.170	0.170	0.000
Other	4.780	4.800	0.020

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.973	16.284
Price to Book	2.165	2.410
Price to Sales	1.585	1.751
Price to Cash Flow	9.900	10.164
Dividend Yield	2.524	2.554
5 Years Earnings Growth	10.274	10.167

Sector Allocation

Name	Net %	Category Average
Financial Services	20.690	20.306
Technology	19.800	16.897
Industrials	11.720	11.830
Consumer Cyclical	8.970	8.598
Healthcare	8.670	8.769
Energy	8.410	7.615
Basic Materials	5.870	5.253
Communication Services	5.470	5.969
Consumer Defensive	5.260	7.056
Utilities	2.730	4.223
Real Estate	2.410	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: 5,594

Number of short holdings: 144

Name	ISIN	Weight %	Last	Change %
Mackenzie US Invmt Grd Corp Bd ETF CAD H	-	9.61	-	-
Mackenzie Enhanced Fixed Income Risk Premia Fund Series R	-	2.71	-	-
Mackenzie US Large Cap Equity ETF	-	2.57	-	-
Mackenzie Core Plus Cdn Fxd Inc ETF	-	2.54	-	-
Mackenzie Global Macro A	-	2.37	-	-
Canada (Government of) 3.25%	-	1.29	-	-
Canada (Government of) 3%	-	1.24	-	-
Canada Housing Trust No.1 3.5%	-	1.03	-	-
Mackenzie Emerging Markets Bd ETF CAD H	-	0.95	-	-
Ontario (Province Of) 4.15%	-	0.92	-	-

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.	11.373	-0.030	-0.25%