STYLUS Wealth Protection Fund (STYLUSWEALTH.TO)
YHD - YHD Delayed Price. Currency in CAD
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At close: 06:07PM EDT
Overall Portfolio Composition (%)
Cash6.71%
Stocks54.79%
Bonds38.49%
Others0.00%
Preferred0.00%
Convertable0.00%
Sector Weightings (%)
Sector(s)STYLUSWEALTH.TO
Basic Materials0.00%
Consumer Cyclical15.58%
Financial Services28.42%
Real Estate4.28%
Consumer Defensive20.17%
Healthcare0.00%
Utilities8.55%
Communication Services14.38%
Energy0.00%
Industrials0.00%
Technology8.62%
Equity Holdings
AverageSTYLUSWEALTH.TOCategory Average
Price/Earnings16.1717.42
Price/Book2.512.13
Price/Sales1.161.76
Price/Cashflow7.617.24
Median Market Cap20,217.0840,038.07
3 Year Earnings Growth5.178.14
Bond Holdings
AverageSTYLUSWEALTH.TOCategory Average
MaturityN/AN/A
DurationN/A8.13
Credit QualityN/AN/A
Bond Ratings
Sector(s)STYLUSWEALTH.TO
US Government0.00%
AAA13.91%
AA15.21%
A5.91%
BBB4.04%
BB0.00%
B0.00%
Below B0.00%
Others0.36%
Top 10 Holdings (59.17% of Total Assets)
Get Quotes for Top Holdings| Name | Symbol | % Assets |
|---|---|---|
| Vanguard Canadian Short-Term Bond ETF | N/A | 20.04% |
| Vanguard Canadian Short-Term Corp Bd ETF | N/A | 15.43% |
| iShares Core Canadian Long Term Bond | N/A | 3.96% |
| CCL Industries Inc B- Non-Voting | CCDBF.TO | 2.98% |
| Rogers Communications Inc Class B | RCI.TO | 2.88% |
| Sun Life Financial Inc | SLF.TO | 2.86% |
| Dollarama Inc | DLMAF.TO | 2.80% |
| Alimentation Couche-Tard Inc | ANCUF.TO | 2.79% |
| Thomson Reuters Corp | TRI.TO | 2.72% |
| Metro Inc | MTRAF.TO | 2.71% |
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