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Yuanta 2001 Fund (LP60021890)

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151.640 +0.220    +0.15%
20/11 - Closed. Currency in TWD
Type:  Fund
Market:  Taiwan
Issuer:  Yuanta Security Inv Trust Co., Ltd
ISIN:  TW000T0567Y5 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.13B
Yuanta 2001 Fund 151.640 +0.220 +0.15%

LP60021890 Overview

 
Find basic information about the Yuanta 2001 Fund 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 LP60021890 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change14.06%
Prev. Close151.42
Risk Rating
TTM Yield0%
ROE25.25%
IssuerYuanta Security Inv Trust Co., Ltd
Turnover434.20%
ROA13.53%
Inception DateFeb 18, 1993
Total Assets3.13B
Expenses1.41%
Min. Investment10,000
Market Cap164.78B
CategoryTaiwan Small/Mid - Cap Equity
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Yuanta 2001 Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1133 1041 1287 1230 2166 3302
Fund Return 13.31% 4.08% 28.69% 7.15% 16.72% 12.69%
Place in category 74 54 73 75 64 57
% in Category 71 47 69 72 63 66

Top Funds for Taiwan Small/Mid-Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allianz Global Investors Taiwan Fun 22.46B 25.00 9.15 21.19
  Nomura Taiwan Superior Equity Fund 20.99B 18.24 13.62 18.90
  Allianz Global Investors Taiwan Int 24.15B 26.92 13.99 24.00
  Fuh Hwa High Growth Fund 9.97B 29.41 10.23 15.17
  Fuh Hwa Small Capital Fund 9.78B 17.47 3.93 15.92

Top Holdings

Name ISIN Weight % Last Change %
  Gudeng Precision TW0003680005 8.87 503.00 +3.07%
  Taiwan Semicon TW0002330008 6.78 1,010.00 -1.46%
  eMemory Tech TW0003529004 6.64 3,070.00 +2.16%
  Aspeed Tech TW0005274005 4.32 4,210.00 +2.43%
  AVC TW0003017000 4.26 650.00 -2.40%

Technical Summary

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