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Etica Rendita Bilanciata R (0P00016MZ5)

Milan

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6.028 -0.010 -0.10%

19/02 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 1.13B

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 Change5.82%

Prev. Close6.034

Risk Rating

TTM Yield0%

ROE30.40%

IssuerEtica SGR SpA

Turnover152.09%

ROA14.41%

Inception DateSep 14, 2015

Total Assets1.13B

ExpensesN/A

Min. Investment500

Market Cap79.32B

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	1005	1016	1048	996	1054	-
Fund Return	0.52%	1.63%	4.76%	-0.13%	1.05%	-
Place in category	2097	1788	1952	1799	1104	-
% in Category	79	68	78	81	57	-

Top Equity Funds by Etica SGR SpA

Name	Total Assets	YTD%	3Y%	10Y%
IT0005336851	2.47B	1.04	-0.62	-
Etica Bilanciato I	2.47B	1.11	2.51	4.83
Etica Bilanciato R	2.47B	1.04	1.59	3.90
Etica Obbligazionario Misto R	1.41B	0.10	-1.94	0.12
Etica Obbligazionario Misto I	1.41B	0.15	-1.34	0.72

Top Funds for EUR Cautious Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
Cometa Reddito	4.46B	6.62	0.74	1.73
Arca TE Titoli Esteri	2.68B	1.05	-0.16	1.67
Arca Strategia Globale Crescita P	2.5B	1.74	2.64	1.20
Foncer Bilanciato	2.42B	6.17	1.63	2.77
Eurizon Diversificato Etico	2.13B	0.23	0.31	1.36

Top Holdings

Name	ISIN	Weight %	Last	Change %
Germany 0 15-Aug-2030	DE0001030708	4.75	88.450	0.00%
Germany 2.3 15-Feb-2033	DE000BU3Z005	3.85	98.960	-0.11%
Italy 3.85 01-Jul-2034	IT0005584856	2.76	102.630	+0.09%
Austria (Republic of)	AT0000A3FS39	2.56	-	-
Germany 0 10-Oct-2025	DE0001030716	2.53	98.657	+0.01%

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Etica Rendita Bil.	6.028	-0.010	-0.10%