Breaking News
Get 55% Off 0
🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% each
Unlock Stocks
Close

Anima Forza Moderato N (0P0000ADBC)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
7.362 -0.030    -0.43%
13/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 336.75M
Type:  Fund
Market:  Italy
Issuer:  Anima Sgr S.p.A
ISIN:  IT0004301096 
Asset Class:  Equity
Anima Forza 3 Y 7.362 -0.030 -0.43%

0P0000ADBC Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Anima Forza 3 Y (0P0000ADBC) fund. Our Anima Forza 3 Y portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 20.160 28.090 7.930
Stocks 21.170 21.170 0.000
Bonds 62.560 66.600 4.040
Convertible 0.750 0.750 0.000
Preferred 0.060 0.060 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.145 16.279
Price to Book 2.228 2.424
Price to Sales 1.784 1.755
Price to Cash Flow 10.206 10.241
Dividend Yield 2.592 2.581
5 Years Earnings Growth 12.600 11.190

Sector Allocation

Name  Net % Category Average
Technology 22.950 20.681
Financial Services 18.640 16.668
Healthcare 10.570 12.810
Consumer Cyclical 10.440 10.652
Industrials 10.110 11.249
Communication Services 7.090 6.925
Consumer Defensive 6.610 7.479
Energy 4.990 3.691
Basic Materials 4.910 5.402
Utilities 2.220 3.429
Real Estate 1.470 4.215

Region Allocation

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

Top Holdings

Number of long holdings: 17

Number of short holdings: 1

Name ISIN Weight % Last Change %
Anima Obbligazionario Corporate Y IT0005396632 19.05 - -
Anima Obbligazionario Euro MLT Y IT0005404576 16.86 - -
ANIMA Medium Term Bond I IE0032465332 13.01 - -
Anima Azionario Europa LTE IT0005416778 11.02 - -
  Anima Fix High Yield Y IT0004301013 10.03 15.524 -0.01%
Anima America Y IT0005404477 6.72 - -
Anima Obbligazionario Emergente Y IT0005404196 6.23 - -
Anima Pacifico Y IT0005403990 4.60 - -
Anima Emergenti Y IT0005404394 4.33 - -
Anima Liquidità Euro FM IT0005359374 1.58 - -

Top Equity Funds by Anima Sgr S.p.A

  Name Rating Total Assets YTD% 3Y% 10Y%
  Anima Sforzesco AD 2.94B 1.70 -2.02 -
  Anima Sforzesco A 2.94B 1.71 -2.01 0.76
  Anima Sforzesco F 2.94B 2.25 -1.39 1.39
  IT0005384653 2.68B 7.05 1.69 -
  IT0005411787 2.68B 6.63 1.24 -
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000ADBC Comments

Write your thoughts about Anima Forza Moderato N
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email