Breaking News
Get 55% Off 0
NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stock
Read More
Close

Ibercaja Gestión Equilibrada Fi (0P0001DHCR)

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
 
6.493 +0.010    +0.14%
14/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 1.13B
Type:  Fund
Market:  Spain
Issuer:  Ibercaja Gestión SGIIC
ISIN:  ES0146794005 
Asset Class:  Equity
IBERCAJA GESTIÓN EQUILIBRADA, FI 6.493 +0.010 +0.14%

0P0001DHCR Overview

 
Find basic information about the Ibercaja Gestión Equilibrada Fi 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 0P0001DHCR 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 Change7.92%
Prev. Close6.484
Risk Rating
TTM Yield0%
ROE25.88%
IssuerIbercaja Gestión SGIIC
TurnoverN/A
ROA11.02%
Inception DateJun 01, 2018
Total Assets1.13B
Expenses1.48%
Min. Investment300
Market Cap133.31B
CategoryEUR Cautious Allocation
What is your sentiment on IBERCAJA GESTIÓN EQUILIBRADA, FI?
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 1046 1009 1080 1009 1053 -
Fund Return 4.59% 0.85% 7.96% 0.31% 1.03% -
Place in category 295 397 677 367 364 -
% in Category 33 47 71 46 48 -

Top Equity Funds by Ibercaja Gestión SGIIC

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ibercaja Seleccion Renta Internacio 1.83B 5.08 0.37 1.55
  Ibercaja Gestion Garantizado 6 FI 1.83B 4.32 -1.12 -0.06
  Ibercaja Gestion Garantizado 5 FI 1.44B 3.73 -0.35 0.19
  Ibercaja Tecnologico B FI 659.35M 27.67 9.76 13.29
  Ibercaja Tecnologico A FI 659.35M 26.64 8.71 12.35

Top Funds for EUR Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Santander Select Patrimonio A FI 2.72B 4.26 -0.73 0.11
  Santander Select Patrimonio S FI 2.72B 4.26 -0.73 0.22
  Ibercaja Seleccion Renta Internacio 1.83B 5.08 0.37 1.55
  BBVA Solidaridad FI 1.61B 2.72 0.43 0.64
  Santander PB Cartera 20 FI 901.24M 4.53 -0.59 0.18

Top Holdings

Name ISIN Weight % Last Change %
  Ibercaja Crecimiento Dino¡mico B FI ES0146843000 19.37 7.874 -0.12%
Ibercaja Renta Fija 2026 B FI ES0147107025 14.51 - -
Ibercaja Horizonte B FI ES0147642005 8.79 - -
Ibercaja Renta Fija 2025 B FI ES0147106019 7.19 - -
  Ibercaja Oportunidad Renta Fija B FI ES0184007013 6.54 7.94 -0.04%

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.

0P0001DHCR Comments

Write your thoughts about Ibercaja Gestión Equilibrada Fi
 
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