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Etica Bilanciato Rd (0P0001E0DQ)

Milan

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10.797 +0.049 +0.46%

02/10 - Closed. Currency in EUR

Type: Fund

Market: Italy

Issuer: Etica SGR SpA

ISIN: IT0005336851

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.96B

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0P0001E0DQ Overview

Find basic information about the Etica Bilanciato Rd mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0001E0DQ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 4.47%

Prev. Close10.748

Risk Rating

TTM Yield6.18%

ROE32.18%

IssuerEtica SGR SpA

Turnover107.67%

ROA15.91%

Inception DateFeb 07, 2018

Total Assets1.96B

ExpensesN/A

Min. Investment2,000

Market Cap86.71B

CategoryEUR Moderate Allocation - Global

What is your sentiment on Etica Bilanciato RD?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	986	1017	1000	1104	1215	-
Fund Return	-1.43%	1.74%	-0.01%	3.36%	3.97%	-
Place in category	2962	2243	2905	2289	982	-
% in Category	95	65	96	86	44	-

Top Equity Funds by Etica SGR SpA

Name	Total Assets	YTD%	3Y%	10Y%
Etica Bilanciato I	1.96B	-0.83	4.29	4.66
Etica Bilanciato R	1.96B	-1.42	3.36	3.73
Etica Obbligazionario Misto R	1.19B	-0.09	1.44	0.30
Etica Obbligazionario Misto I	1.19B	0.30	2.04	0.90
Etica Rendita Bilanciata RD	925.85M	-0.71	2.22	-

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
IE0009514989	10.57B	8.18	8.97	5.94
IT0005384653	2.71B	-1.50	3.91	-
IT0005411787	2.71B	-1.81	3.44	-
Etica Bilanciato I	1.96B	-0.83	4.29	4.66
Etica Bilanciato R	1.96B	-1.42	3.36	3.73

Top Holdings

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	5.87	187.62	-0.67%
Italy 4 30-Oct-2031	IT0005542359	2.50	106.120	+0.03%
Italy 3.6 01-Oct-2035	IT0005648149	2.30	100.720	0.00%
France .5 25-Jun-2044	FR0014002JM6	2.18	54.300	+0.41%
Visa A	US92826C8394	1.80	349.84	+1.12%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Neutral
Technical Indicators	Strong Buy	Strong Buy	BUY
Summary	Strong Buy	Strong Buy	Neutral

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