Breaking News
Get 45% Off 0
⏰ Save Valuable Time with Faster Stock Data & Tools
Go Pro Now
Close

Equity For Life R (0P00017EWZ)

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
 
83.670 +0.710    +0.86%
30/01 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 21.87M
Type:  Fund
Market:  Germany
Issuer:  Monega Kapitalanlagegesellschaft mbH
ISIN:  DE000A14N7X5 
Asset Class:  Equity
Equity for Life R 83.670 +0.710 +0.86%

0P00017EWZ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Equity for Life R (0P00017EWZ) fund. Our Equity for Life R 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 0.440 1.440 1.000
Stocks 99.560 99.560 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.226 18.057
Price to Book 2.681 3.049
Price to Sales 1.968 2.221
Price to Cash Flow 12.371 12.376
Dividend Yield 2.401 2.029
5 Years Earnings Growth 10.586 10.839

Sector Allocation

Name  Net % Category Average
Technology 24.390 23.984
Financial Services 15.550 16.345
Industrials 15.360 11.480
Consumer Cyclical 12.240 10.638
Consumer Defensive 6.370 7.683
Utilities 6.270 2.608
Healthcare 6.060 13.087
Basic Materials 5.120 4.000
Communication Services 5.100 7.836
Real Estate 2.640 2.756
Energy 0.910 3.539

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 172

Number of short holdings: 2

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 3.77 120.07 -3.67%
  Microsoft US5949181045 3.12 415.06 +0.02%
  SAP DE0007164600 2.69 268.500 +0.17%
  Amazon.com US0231351067 2.31 237.68 +1.30%
  Apple US0378331005 2.29 236.00 -0.67%
  Deutsche Telekom AG DE0005557508 2.21 32.350 +0.19%
  ASML Holding NL0010273215 2.20 722.70 +2.26%
  Schneider Electric FR0000121972 2.03 245.35 +1.80%
  Siemens AG DE0007236101 1.94 207.45 +1.12%
  Louis Vuitton FR0000121014 1.91 703.50 -1.72%

Top Equity Funds by Monega Kapitalanlagegesellschaft mbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  SpardaOptiAnlage Defensiv EA 172.86M 4.75 -0.09 1.04
  Monega Euroland 126.39M 9.66 6.39 6.96
  Monega Innovation R 93.99M -0.17 -2.58 6.56
  Monega Germany 68.39M 16.36 6.06 5.90
  Monega FairInvest Aktien R 50.25M 7.54 3.32 6.14
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.

0P00017EWZ Comments

Write your thoughts about Equity For Life R
 
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