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Mundiplan Moderado Pp (0P00000W2V)

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29.325 +0.070    +0.25%
08/11 - Closed. Currency in EUR
Type:  Fund
Market:  Spain
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 234.56M
Mundiplan Moderado PP 29.325 +0.070 +0.25%

0P00000W2V Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Mundiplan Moderado PP (0P00000W2V) fund. Our Mundiplan Moderado PP portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 4.960 4.960 0.000
Shares 12.470 14.070 1.600
Bonds 73.130 73.130 0.000
Other 9.440 9.440 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.715 14.870
Price to Book 2.121 2.136
Price to Sales 1.650 1.506
Price to Cash Flow 10.180 9.163
Dividend Yield 3.553 2.929
5 Years Earnings Growth 8.185 10.734

Sector Allocation

Name  Net % Category Average
Financial Services 19.880 16.670
Technology 17.560 18.922
Industrials 17.200 13.178
Consumer Cyclical 12.620 13.347
Consumer Defensive 6.970 8.145
Healthcare 6.170 10.186
Basic Materials 5.290 6.296
Utilities 5.090 2.577
Energy 4.850 4.708
Communication Services 4.360 5.920

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 77

Number of short holdings: 3

Name ISIN Weight % Last Change %
  France 2.5 25-May-2043 FR001400CMX2 16.95 87.500 -0.11%
  Spain 3.9 30-Jul-2039 ES0000012L60 8.20 105.302 +0.85%
  Bund Tf 0,5% Fb25 Eur DE0001102374 6.80 99.45 +0.01%
Credit Agricole S.A. 1.875% FR0014009UH8 5.23 - -
KBC Group NV 4.375% BE0002900810 5.23 - -
BNP Paribas SA 0% FR0013398070 5.19 - -
ING Groep N.V. 2.125% XS2483607474 4.24 - -
Caixabank S.A. 5.375% XS2555187801 3.48 - -
The Toronto-Dominion Bank 2.551% XS2511301322 3.04 - -
Royal Bank of Canada 4.125% XS2644756608 3.04 - -

Top Equity Funds by AXA Pensiones EGFP

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mundiplan Audaz Global PP 473.2M 17.85 5.28 8.48
  Mundiplan Equilibrado PP 113.3M 5.96 2.70 2.76
  Prudente EPSV 40.9M 3.33 0.53 0.86
  Mundiplan Audaz Europa 28.55M 12.39 7.06 6.05
  Equilibrado EPSV 12.65M 6.30 2.77 2.65
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