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Ibercaja Gestión Equilibrada Fi (0P0001DHCR)

Madrid

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6.513 +0.020 +0.38%

15/01 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 1.15B

Type: Fund

Market: Spain

Issuer: Ibercaja Gestión SGIIC

ISIN: ES0146794005

Asset Class: Equity

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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.

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Technical Chart

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Rating

1-Year Change5.7%

Prev. Close6.489

Risk Rating

TTM Yield0%

ROE27.04%

IssuerIbercaja Gestión SGIIC

TurnoverN/A

ROA11.68%

Inception DateJun 01, 2018

Total Assets1.15B

Expenses1.48%

Min. Investment300

Market Cap146.76B

CategoryEUR Cautious Allocation

What is your sentiment on IBERCAJA GESTIÓN EQUILIBRADA, FI?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1059	1009	1059	1020	1059	-
Fund Return	5.91%	0.94%	5.91%	0.67%	1.16%	-
Place in category	270	236	270	338	354	-
% in Category	31	27	31	42	46	-

Top Equity Funds by Ibercaja Gestión SGIIC

Name	Total Assets	YTD%	3Y%	10Y%
Ibercaja Gestion Garantizado 6 FI	1.85B	4.99	-0.91	-0.27
Ibercaja Seleccion Renta Internacio	1.84B	6.83	0.86	1.63
Ibercaja Gestion Garantizado 5 FI	1.32B	4.27	-0.20	0.11
Ibercaja Tecnologico B FI	702.15M	42.12	11.58	13.83
Ibercaja Tecnologico A FI	695.91M	40.76	10.51	12.90

Top Funds for EUR Cautious Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Santander Select Patrimonio S FI	2.64B	5.48	-0.56	0.29
Santander Select Patrimonio A FI	2.64B	5.48	-0.56	0.18
Ibercaja Seleccion Renta Internacio	1.84B	6.83	0.86	1.63
BBVA Solidaridad FI	1.1B	4.26	0.63	0.77
Santander PB Cartera 20 FI	883.72M	5.69	-0.48	0.27

Top Holdings

Name	ISIN	Weight %	Last	Change %
Ibercaja Crecimiento Dino¡mico B FI	ES0146843000	19.24	7.915	+0.12%
Ibercaja Renta Fija 2026 B FI	ES0147107025	14.35	-	-
Ibercaja Renta Fija 2025 B FI	ES0147106019	9.02	-	-
Ibercaja Horizonte B FI	ES0147642005	8.81	-	-
Ibercaja Oportunidad Renta Fija B FI	ES0184007013	8.36	7.96	+0.11%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Sell	Strong Buy	Strong Buy
Summary	Neutral	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	IBERCAJA GESTIÓN .	6.513	+0.020	+0.38%