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Etica Rendita Bilanciata R (0P00016MZ5)

Milan

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5.949 +0.010 +0.25%

16/01 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 1.16B

Type: Fund

Market: Italy

Issuer: Etica SGR SpA

ISIN: IT0005117533

Asset Class: Equity

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0P00016MZ5 Overview

Find basic information about the Etica Rendita Bilanciata 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 0P00016MZ5 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 Change4.96%

Prev. Close5.934

Risk Rating

TTM Yield0%

ROE30.80%

IssuerEtica SGR SpA

Turnover152.09%

ROA15.06%

Inception DateSep 14, 2015

Total Assets1.16B

ExpensesN/A

Min. Investment500

Market Cap79.72B

CategoryEUR Cautious Allocation - Global

What is your sentiment on Etica Rendita Bilanciata R?

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

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1046	1004	1046	970	1052	-
Fund Return	4.62%	0.44%	4.62%	-1%	1.01%	-
Place in category	1666	1334	1666	1696	1051	-
% in Category	68	56	68	77	54	-

Top Equity Funds by Etica SGR SpA

Name	Total Assets	YTD%	3Y%	10Y%
Etica Bilanciato R	2.51B	7.23	0.08	4.31
IT0005336851	2.51B	0.39	-2.10	-
Etica Bilanciato I	2.46B	8.19	0.98	5.25
Etica Obbligazionario Misto R	1.47B	2.70	-2.39	0.31
Etica Obbligazionario Misto I	1.43B	3.32	-1.80	0.92

Top Funds for EUR Cautious Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
Cometa Reddito	4.46B	4.55	-0.01	1.65
Arca TE Titoli Esteri	2.73B	6.86	-1.31	1.99
Arca Strategia Globale Crescita P	2.46B	6.52	1.59	1.04
Foncer Bilanciato	2.42B	6.17	1.63	2.77
Eurizon Diversificato Etico	2.14B	3.60	-0.28	1.46

Top Holdings

Name	ISIN	Weight %	Last	Change %
Germany 0 15-Aug-2030	DE0001030708	4.74	88.270	0.00%
Austria (Republic of)	AT0000A3DUZ3	4.37	-	-
Germany 2.3 15-Feb-2033	DE000BU3Z005	3.82	99.130	+0.10%
Austria 2.9 23-May-2029	AT0000A33SH3	3.24	101.600	+0.10%
NVIDIA	US67066G1040	2.73	137.71	+3.10%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Etica Rendita Bil.	5.949	+0.010	+0.25%