YHD - Delayed Quote • CAD
Symmetry Moderate Growth Port T5 (F00000PZ9Z.TO)
At close: June 28 at 6:07 PM EDT
Loading Chart for F00000PZ9Z.TO
DELL
- Previous Close
12.54 - YTD Return 4.63%
- Expense Ratio 2.23%
- Category Global Neutral Balanced
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 1.74B
- Beta (5Y Monthly) 0.70
- Yield 1.23%
- 5y Average Return --
- Holdings Turnover 32.75%
- Last Dividend 0.00
- Inception Date May 7, 2013
The Fund seeks to provide investors with a diversified portfolio designed to provide a balance between long-term capital appreciation and income, with an emphasis on long-term capital appreciation.
Mackenzie Investments
Fund Family
Global Neutral Balanced
Fund Category
1.74B
Net Assets
2013-05-07
Inception Date
Performance Overview: F00000PZ9Z.TO
Trailing returns as of 2/28/2019. Category is Global Neutral Balanced.
Holdings: F00000PZ9Z.TO
Top 10 Holdings (17.59% of Total Assets)
Sector Weightings
SectorF00000PZ9Z.TO
Financial Services 20.60%
Industrials 14.14%
Technology 12.41%
Healthcare 9.21%
Consumer Cyclical 9.08%
Energy 8.18%
Consumer Defensive 7.89%
Basic Materials 7.23%
Real Estate 4.75%
Utilities 3.58%
Communication Services 2.92%
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