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Zurich Invest Institutional Funds - Zif Aktien Usa Chf D3 (0P0000640R)

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3,000.782 +12.910    +0.43%
21/11 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 1.1B
Type:  Fund
Market:  Switzerland
Issuer:  GAM Investment Management (Switzerland) AG
ISIN:  CH0024447002 
Asset Class:  Equity
Zurich Invest Institutional Funds - ZIF Aktien USA 3,000.782 +12.910 +0.43%

0P0000640R Overview

 
Find basic information about the Zurich Invest Institutional Funds - Zif Aktien Usa Chf D3 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 0P0000640R MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change35.1%
Prev. Close2,987.873
Risk Rating
TTM Yield0.38%
ROE34.31%
IssuerGAM Investment Management (Switzerland) AG
Turnover60%
ROA16.35%
Inception DateDec 21, 2006
Total Assets1.1B
Expenses0.82%
Min. Investment10,000
Market Cap287.31B
CategoryUS Large - Cap Blend Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1247 1041 1274 1252 1940 3353
Fund Return 24.72% 4.15% 27.41% 7.77% 14.17% 12.86%
Place in category 339 594 310 570 70 34
% in Category 12 23 13 34 4 5

Top Equity Funds by Zurich Invest AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Julius Baer Institutional BVG LPP F 3.86B 6.44 0.82 3.24
  Julius Baer Institutional BVG LPPb1 3.86B 6.52 0.92 3.34
  Julius Baer Institutional BVG LPPB2 3.86B 6.67 1.10 3.52
  Aktien USA Passiv CHF A1 2.15B 23.93 6.21 11.52
  Aktien USA Passiv CHF D3 2.15B 23.46 5.67 10.88

Top Funds for US Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Institutional Fund 2 EquiP2X 9.64B 24.08 6.31 11.73
  UBS CH Institutional Fund 2 EquUSAA 2.49B 23.87 6.09 11.50
  UBS CH Institutional Fund 2 EquUSAX 2.49B 22.68 8.07 12.92
  Credit Suisse Institutional FundUSI 2.18B 21.51 10.87 13.11
  Credit Suisse Institutional FundDA 2.18B 16.24 8.60 12.94

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 7.07 417.00 +1.00%
  NVIDIA US67066G1040 6.92 141.95 -3.22%
  Apple US0378331005 6.64 229.87 +0.59%
  Amazon.com US0231351067 4.05 197.12 -0.64%
  Alphabet A US02079K3059 3.73 164.76 -1.71%

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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