Breaking News
Get 60% Off 0
🤑 It doesn’t get more affordable. Grab this 60% OFF Black Friday offer before it disappears…
CLAIM SALE
Close

Szkb Ethikfonds Ausgewogen V (0P0001901S)

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
 
127.140 -0.230    -0.18%
26/11 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 277.51M
Type:  Fund
Market:  Switzerland
Issuer:  Credit Suisse Funds AG
ISIN:  CH0337624586 
Asset Class:  Equity
SZKB Ethikfonds Ausgewogen V 127.140 -0.230 -0.18%

0P0001901S Overview

 
Find basic information about the Szkb Ethikfonds Ausgewogen V 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 0P0001901S MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change11.72%
Prev. Close127.37
Risk Rating
TTM YieldN/A
ROE25.62%
IssuerCredit Suisse Funds AG
TurnoverN/A
ROA10.15%
Inception DateNov 30, 2016
Total Assets277.51M
Expenses1.20%
Min. InvestmentN/A
Market Cap42.5B
CategoryCHF Moderate Allocation
What is your sentiment on SZKB Ethikfonds Ausgewogen V?
or
Market is currently closed. Voting is open during market hours.

Performance

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

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1075 1004 1132 987 1113 -
Fund Return 7.47% 0.39% 13.23% -0.44% 2.16% -
Place in category 178 128 188 168 130 -
% in Category 32 25 35 36 32 -

Top Equity Funds by Schwyzer Kantonalbank

  Name Rating Total Assets YTD% 3Y% 10Y%
  CH0429081620 8.36B 19.39 6.35 -
  CH0429081638 8.36B 12.98 5.65 -
  CH0337393745 6.91B 19.44 6.71 -
  CSIF CH Emerging Markets Index Blue 3.8B 14.82 -3.21 2.36
  CH0017844686 3.8B 14.74 -3.29 2.28

Top Funds for CHF Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Vitainvest 50 World U 4.4B 2.45 -0.62 2.66
  Raiffeisen Pension Invest Futura Ba 4.3B 5.56 -2.73 2.26
  Raiffeisen Pension Invest Futura BI 4.3B 6.13 -2.34 1.94
  Julius Baer Institutional BVG LPPb1 3.88B 6.52 0.92 3.34
  Julius Baer Institutional BVG LPPB2 3.88B 6.67 1.10 3.52

Top Holdings

Name ISIN Weight % Last Change %
SZKB Ethikfonds Kapitalgewinn D CH0492416547 29.11 - -
Eurofima 2.875% CH0020469075 0.42 - -
  NVIDIA US67066G1040 0.41 135.34 -1.15%
European Investment Bank 1.75% CH0215376325 0.41 - -
  Jabil Circuit US4663131039 0.41 133.33 +0.46%

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
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.

0P0001901S Comments

Write your thoughts about Szkb Ethikfonds Ausgewogen V
 
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