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Etica Bilanciato R (0P00000UF2)

Milan

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15.324 +0.030 +0.18%

19/11 - Delayed Data. Currency in EUR

Morningstar Rating:
Total Assets: 2.43B

Type: Fund

Market: Italy

Issuer: Etica SGR SpA

ISIN: IT0003409213

Asset Class: Equity

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0P00000UF2 Overview

Find basic information about the Etica Bilanciato R 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 0P00000UF2 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 Change13.58%

Prev. Close15.296

Risk Rating

TTM Yield0%

ROE28.85%

IssuerEtica SGR SpA

Turnover100.68%

ROA14.42%

Inception DateFeb 18, 2003

Total Assets2.43B

Expenses1.91%

Min. Investment500

Market Cap72.25B

CategoryEUR Moderate Allocation - Global

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1058	999	1160	1017	1201	1587
Fund Return	5.76%	-0.08%	15.99%	0.58%	3.73%	4.73%
Place in category	2063	2686	1205	1275	697	152
% in Category	68	86	37	53	34	13

Top Equity Funds by Etica SGR SpA

Name	Total Assets	YTD%	3Y%	10Y%
Etica Bilanciato I	2.43B	6.55	1.48	5.67
IT0005336851	2.43B	-0.99	-1.61	-
Etica Obbligazionario Misto R	1.45B	1.91	-2.51	0.43
Etica Obbligazionario Misto I	1.45B	2.42	-1.92	1.04
Etica Impatto Clima R	1.2B	3.66	-0.35	-

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
IE0009514989	8.61B	10.44	0.14	4.71
IT0005384653	2.66B	6.33	1.47	-
IT0005411787	2.66B	5.92	1.01	-
Etica Bilanciato I	2.43B	6.55	1.48	5.67
IT0005336851	2.43B	-0.99	-1.61	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	5.26	142.46	-2.35%
Austria (Republic of)	AT0000A3DUZ3	3.50	-	-
France .5 25-Jun-2044	FR0014002JM6	2.12	59.370	-0.13%
Germany 0 15-Aug-2050	DE0001030724	1.82	53.280	+0.60%
Visa A	US92826C8394	1.64	308.71	+0.43%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Neutral	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. %
	Etica Bilanciato .	15.324	+0.030	+0.18%