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Plan Evo Renta Fija Mixta Pp (0P0001359Q)

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11.839 0.000    0%
16/02 - Closed. Currency in EUR
Type:  Fund
Market:  Spain
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.1M
Plan Evo Renta Fija Mixta PP 11.839 0.000 0%

0P0001359Q Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Plan Evo Renta Fija Mixta PP (0P0001359Q) fund. Our Plan Evo Renta Fija Mixta 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 8.620 8.620 0.000
Shares 19.100 19.100 0.000
Bonds 72.100 72.100 0.000
Other 0.190 0.190 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.167 15.074
Price to Book 2.146 2.151
Price to Sales 1.573 1.526
Price to Cash Flow 10.342 9.352
Dividend Yield 2.814 2.912
5 Years Earnings Growth 9.433 10.878

Sector Allocation

Name  Net % Category Average
Technology 23.430 17.900
Financial Services 17.430 17.045
Industrials 14.270 13.796
Consumer Cyclical 13.620 12.602
Healthcare 7.170 10.104
Communication Services 7.100 6.446
Consumer Defensive 5.940 7.244
Energy 3.650 4.966
Basic Materials 3.340 5.406
Utilities 3.050 4.467
Real Estate 1.010 2.014

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 62

Number of short holdings: 0

Name ISIN Weight % Last Change %
Euro Stoxx 50 Future Mar 25 DE000C6XKDW2 9.28 - -
Madrid (Comunidad de) 3.173% ES00001010P7 7.80 - -
  Source S&P 500 UCITS IE00B3YCGJ38 5.41 1,209.58 +0.20%
BNP Paribas SA FR0013398070 4.29 - -
Goldman Sachs Group, Inc. XS2389353181 3.88 - -
UniCredit S.p.A. 3.875% IT0005598971 3.49 - -
Diageo Finance plc XS2844409271 3.43 - -
Credit Agricole S.A. FR0013508512 2.74 - -
  Central American Bank for Economic Integration 32. ES0000012O00 2.57 100.410 -0.04%
  Spain 2.8 31-May-2026 ES0000012L29 2.50 100.628 -0.02%

Top Equity Funds by Caser Pensiones EGFP

  Name Rating Total Assets YTD% 3Y% 10Y%
  Indexa Mas Rentabilidad Acciones 304.08M 3.60 10.06 -
  Magallanes Acciones Europeas PP 108.37M 5.31 9.14 -
  Caser Renta Variable Norteam Ga PP 47.22M 2.97 11.50 11.61
  La Previsora PP 21.54M 1.42 2.18 1.24
  Horos Internacional PP 22.37M 4.89 11.82 -
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