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Symmetry Conservative Portfolio - Pwx (0P00012MY3)

Toronto

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7.733 -0.033 -0.43%

10/04 - Closed. Currency in USD

Type: Fund

Market: Canada

Issuer: Mackenzie Investments

Asset Class: Bond

Morningstar Rating:
Total Assets: 1.02B

General
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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	9.610	10.140	0.530
Stocks	36.730	36.860	0.130
Bonds	47.900	47.960	0.060
Convertible	0.830	0.830	0.000
Preferred	0.140	0.140	0.000
Other	4.780	4.800	0.020

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.899	16.493
Price to Book	2.110	2.397
Price to Sales	1.577	1.780
Price to Cash Flow	9.852	10.168
Dividend Yield	2.549	2.555
5 Years Earnings Growth	9.839	9.959

Sector Allocation

Name	Net %	Category Average
Financial Services	21.760	20.654
Technology	19.430	17.148
Industrials	11.670	11.641
Consumer Cyclical	9.260	8.519
Healthcare	8.310	8.469
Energy	8.020	7.632
Communication Services	5.830	6.218
Basic Materials	5.750	5.086
Consumer Defensive	5.050	7.001
Utilities	2.650	4.141
Real Estate	2.270	3.873

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5,629

Number of short holdings: 138

Name	ISIN	Weight %	Last	Change %
Mackenzie US Invmt Grd Corp Bd ETF CAD H	-	9.43	-	-
Mackenzie Global Macro A	-	2.83	-	-
Canada (Government of) 3.25%	-	2.60	-	-
Mackenzie Enhanced Fixed Income Risk Premia Fund Series R	-	2.60	-	-
Mackenzie Core Plus Cdn Fxd Inc ETF	-	2.56	-	-
Mackenzie US Large Cap Equity ETF	-	1.82	-	-
Canada Housing Trust No.1 3.5%	-	1.47	-	-
Canada (Government of) 3%	-	1.26	-	-
Ontario (Province Of) 3.8%	-	1.12	-	-
Mac Founders Series G	-	1.02	-	-

Top Bond Funds by Mackenzie Investments

Name	Total Assets	YTD%	3Y%	10Y%
Mackenzie NA Corp Bond SC USD	991.92M	1.27	2.91	-
Symmetry Conserv Income Portf PWX	691.55M	2.81	5.22	4.65
Mackenzie Strategic Bond Fund F6	360.57M	2.07	1.52	1.85
Mackenzie Strategic Bond PW	360.57M	1.98	0.97	1.32
Mackenzie Strategic Bond PWX	360.57M	2.18	2.21	2.60

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