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Plan Finecopensión Plus Epsv (0P000021XM)

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8.778 +0.093    +1.07%
02/05 - Delayed Data. Currency in EUR
Type:  Fund
Market:  Spain
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 13.97M
Plan Finecopensión Plus EPSV 8.778 +0.093 +1.07%

0P000021XM Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Plan Finecopensión Plus EPSV (0P000021XM) fund. Our Plan Finecopensión Plus EPSV 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 21.210 91.290 70.080
Shares 47.020 48.130 1.110
Bonds 30.030 30.350 0.320
Convertible 0.570 0.570 0.000
Preferred 0.230 0.230 0.000
Other 0.930 0.930 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.674 15.312
Price to Book 2.544 2.159
Price to Sales 1.858 1.596
Price to Cash Flow 11.320 9.209
Dividend Yield 2.638 2.944
5 Years Earnings Growth 9.840 10.430

Sector Allocation

Name  Net % Category Average
Technology 20.640 17.930
Financial Services 18.320 16.799
Industrials 13.120 13.384
Healthcare 11.880 9.520
Consumer Cyclical 10.140 12.015
Consumer Defensive 7.050 7.113
Communication Services 6.570 6.600
Energy 4.180 5.385
Basic Materials 3.530 7.129
Utilities 3.020 4.368
Real Estate 1.540 2.062

Region Allocation

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

Top Holdings

Number of long holdings: 17

Number of short holdings: 2

Name ISIN Weight % Last Change %
  iShares S&P 500 EUR Hedged UCITS IE00B3ZW0K18 17.07 117.36 -0.94%
  db x-trackers STOXX Europe 600 UCITS DR 1C LU0328475792 14.82 11,384.0 -0.81%
  Fon Fineco Renta Fija Internacional I FI ES0114592035 13.04 9.15 -0.11%
  Fon Fineco Inversion FI ES0137396000 12.39 17.748 +1.56%
Financials Credit Fund X FI ES0136469022 5.83 - -
  iShares Euro Corp Bnd Sustain Screen 0-3y IE00BYZTVV78 5.47 5.035 +0.04%
  Fon Fineco Gestion II FI ES0164813034 4.38 9.131 +0.49%
Fon Fineco Gestión III FI ES0139112009 2.92 - -
  Multifondo Amorica A FI ES0165092034 2.81 33.038 +2.95%
  Basque EUSKA 1.75 16-Mar-2026 ES0000106551 2.54 99.248 +0.03%

Top Equity Funds by Fineco Previsión EGFP

  Name Rating Total Assets YTD% 3Y% 10Y%
  Etorpension Renta Mixta EPSV 10.51M 0.54 3.20 1.21
  Fineco 5 PP 3.28M -21.49 -7.06 -1.71
  Liberty Dinamico Ligero PP 2.63M 6.35 8.26 5.92
  Liberty Equilibrado Ligero PP 1.95M 3.98 5.76 3.13
  Liberty Equilibrado PP 1.41M 3.98 5.76 3.12
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