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Welzia Dinámico 20 Fi (184677039)

Madrid

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Welzia Dinamico 20 FI historical data, for real-time data please try another search

9.66 -0.02 -0.19%

09/10 - Closed. Currency in EUR

Type: Fund

Market: Spain

ISIN: ES0184677039

Asset Class: Equity

Morningstar Rating:
Total Assets: 26.32M

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Overview
Historical Data

184677039 Overview

Find basic information about the Welzia Dinámico 20 Fi 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 184677039 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 - 0.04%

Prev. Close9.66

Risk Rating

TTM Yield0%

ROE17.11%

IssuerN/A

Turnover207%

ROA6.30%

Inception DateAug 02, 2006

Total Assets26.32M

Expenses1.45%

Min. Investment100

Market Cap8.35B

CategoryEUR Aggressive Allocation - Global

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Welzia Dinámico 20 Fi Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 6

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1162	1035	1178	1203	1483	879
Fund Return	16.16%	3.45%	17.78%	6.35%	8.2%	-1.28%
Place in category	8	46	15	271	221	367
% in Category	1	5	3	36	36	97

Top Equity Funds by Welzia Management SGIIC

Name	Total Assets	YTD%	3Y%	10Y%
Welzia Ahorro 5 FI	61.96M	-0.45	2.78	0.88
Welzia USA Equity FI	23.91M	-1.20	4.69	4.21
Welzia Crecimiento 15 FI	19.96M	-4.36	2.89	3.45
INVERVILLADA	2.96M	-3.88	-0.15	-

Top Funds for EUR Aggressive Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
Quality Inversion Decidida FI	1.03B	-5.70	3.37	2.57
Cartera Optima Dinamica B FI	701.52M	-4.24	3.02	4.63
Cartera Optima Dinoimica A FI	701.52M	-4.24	3.02	4.92
Lluc Valores SICAV S.A.	413.48M	-1.95	4.58	3.95
Invermay SICAV	275.75M	-1.76	5.57	2.84

Top Holdings

Name	ISIN	Weight %	Last	Change %
Polar UK Absolute Equity I Hedged Euro	IE00BQLDRZ33	7.89	-	-
Objectif Small Caps France A	FR0010262436	7.53	2,895.370	+0.86%
Futuro Mini S&P Diciembre 2017	-	6.47	-	-
Futuro Stoxx Europe 600 Diciembre 2017	-	5.28	-	-
Futuro E Mini Energy Sel Sect Dic 17	-	5.10	-	-

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
Welzia Dinamico 2.	9.66	-0.02	-0.19%
TKB BNP Paribas P.	2,210.790	+4.780	+0.22%
DIXION INVESTMENT.	1.753	-0.010	-0.32%
Anima Traguardo C.	4.985	-0.010	-0.12%
Anima Selezione D.	10.078	+0.020	+0.18%
American Funds 20.	17.96	+0.03	+0.17%
Compass Investmen.	0.762	+0.006	+0.80%
SGD/CLP	732.09	+5.10	+0.70%