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Symmetry Conservative Income Portfolio - Pwx (0P00012MX8)

Toronto

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7.793 +0.072 +0.93%

14/04 - Closed. Currency in USD

Type: Fund

Market: Canada

Issuer: Mackenzie Investments

Asset Class: Bond

Morningstar Rating:
Total Assets: 675.95M

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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	10.780	11.220	0.440
Stocks	27.080	27.220	0.140
Bonds	58.070	58.120	0.050
Convertible	0.950	0.950	0.000
Preferred	0.200	0.200	0.000
Other	2.910	2.930	0.020

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.849	16.334
Price to Book	2.101	2.379
Price to Sales	1.578	1.771
Price to Cash Flow	9.793	10.074
Dividend Yield	2.555	2.586
5 Years Earnings Growth	9.905	9.677

Sector Allocation

Name	Net %	Category Average
Financial Services	21.920	21.141
Technology	19.300	16.652
Industrials	11.550	11.559
Consumer Cyclical	9.150	8.465
Energy	8.290	7.703
Healthcare	8.090	8.388
Basic Materials	5.870	5.049
Communication Services	5.800	6.269
Consumer Defensive	4.970	7.209
Utilities	2.780	4.066
Real Estate	2.280	3.872

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5,627

Number of short holdings: 137

Name	ISIN	Weight %	Last	Change %
Mackenzie US Invmt Grd Corp Bd ETF CAD H	-	13.18	-	-
Mackenzie Canadian All Corporate Bd ETF	-	5.97	-	-
Mackenzie Global Macro A	-	5.42	-	-
Mackenzie Core Plus Cdn Fxd Inc ETF	-	2.40	-	-
Canada (Government of) 3.25%	-	2.08	-	-
Mackenzie Emerging Markets Bd ETF CAD H	-	1.94	-	-
Mackenzie Enhanced Equity Risk Premia Fund Series R	-	1.34	-	-
Mackenzie US Large Cap Equity ETF	-	1.32	-	-
Ontario (Province Of) 3.8%	-	1.06	-	-
Canada Housing Trust No.1 3.5%	-	0.95	-	-

Top Bond Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Symmetry Conservative Prtf PWX	1.02B	1.57	5.09	4.84
Mackenzie NA Corp Bond SC USD	978.91M	0.26	3.18	-
Mackenzie Strategic Bond Fund F6	359.16M	1.55	2.21	1.82
Mackenzie Strategic Bond PW	359.16M	1.42	1.65	1.29
Mackenzie Strategic Bond PWX	359.16M	1.72	2.91	2.58

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