Toronto - Delayed Quote CAD
Symmetry Balanced Portfolio Class - C (0P0000TF7O.TO)
At close: July 27 at 4:00 PM EDT
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14.89 - YTD Return 7.15%
- Expense Ratio 2.27%
- Category Canadian Neutral Balanced
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating --
- Net Assets 405.88M
- Beta (5Y Monthly) 0.96
- Yield 1.19%
- 5y Average Return --
- Holdings Turnover 9.75%
- Last Dividend 0.00
- Inception Date May 13, 2011
The Fund seeks to provide investors with a diversified portfolio designed to provide a balance of income and long-term capital appreciation. The Fund seeks to accomplish its objectives by investing primarily in securities of Symmetry Balanced Portfolio (the âUnderlying Portfolioâ) or in other mutual funds to gain exposure to Canadian and foreign equity and fixed-income securities and other asset categories.
Mackenzie Investments
Fund Family
Canadian Neutral Balanced
Fund Category
405.88M
Net Assets
2011-05-13
Inception Date
Performance Overview: 0P0000TF7O.TO
View MoreTrailing returns as of 7/30/2021. Category is Canadian Neutral Balanced.
Holdings: 0P0000TF7O.TO
View MoreTop 10 Holdings (29.72% of Total Assets)
Sector Weightings
Sector0P0000TF7O.TO
Financial Services 27.41%
Technology 13.54%
Industrials 10.80%
Basic Materials 8.75%
Energy 8.55%
Consumer Cyclical 7.13%
Communication Services 6.21%
Consumer Defensive 5.69%
Healthcare 5.65%
Utilities 4.13%
Real Estate 2.13%
Recent News: 0P0000TF7O.TO
View MoreResearch Reports: 0P0000TF7O.TO
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