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SunWise Essntl Fdty Glb Asset Allc Inc (SWESSFIDELIT.TO)


Toronto - Toronto Delayed Price. Currency in CAD
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15.9200+0.0200 (+0.1258%)
At close: 4:00PM EDT

Overall Portfolio Composition (%)

Cash10.66%
Stocks65.86%
Bonds22.85%
Others0.17%
Preferred0.26%
Convertable0.00%

Sector Weightings (%)

Sector
SWESSFIDELIT.TO
Basic Materials
4.74%
Consumer Cyclical
10.07%
Financial Services
19.17%
Realestate
2.82%
Consumer Defensive
8.45%
Healthcare
13.93%
Utilities
1.97%
Communication Services
8.06%
Energy
7.28%
Industrials
11.17%
Technology
12.35%

Equity Holdings

AverageSWESSFIDELIT.TOCategory Average
Price/Earnings16.4917.5
Price/Book1.882.14
Price/Sales1.31.59
Price/Cashflow7.597.33
Median Market Cap59,048.433,338.43
3 Year Earnings Growth8.598.2

Bond Holdings

AverageSWESSFIDELIT.TOCategory Average
MaturityN/AN/A
DurationN/AN/A
Credit QualityN/AN/A

Bond Ratings

SectorSWESSFIDELIT.TO
US Goverment0.00%
AAA7.33%
AA0.64%
A3.06%
BBB6.51%
BB3.29%
B0.44%
Below B0.00%
Others12.69%

Top 1 Holdings (99.59% of Total Assets)

CompanySymbol% Assets
Fidelity Global Asset Allocation Sr AN/A99.59%