Breaking News
Get 55% Off 0
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Close

Fuh Hwa Heirloom Balance Fund (0P00006AIJ)

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
 
37.559 +0.050    +0.13%
00:00:00 - Closed. Currency in TWD
  • Morningstar Rating:
  • Total Assets: 3.06B
Type:  Fund
Market:  Taiwan
Issuer:  Fuh Hwa Securities Investment Tr Co Ltd
ISIN:  TW000T2206Y8 
Asset Class:  Equity
Fuh Hwa Heirloom Balance Fund 37.559 +0.050 +0.13%

0P00006AIJ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Fuh Hwa Heirloom Balance Fund (0P00006AIJ) fund. Our Fuh Hwa Heirloom Balance Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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

Name  Net %  Long %  Short %
Cash 17.070 17.070 0.000
Stocks 74.520 74.520 0.000
Bonds 4.590 4.590 0.000
Convertible 3.170 3.170 0.000
Other 0.650 0.650 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 20.358 16.502
Price to Book 3.763 3.045
Price to Sales 4.531 2.344
Price to Cash Flow 19.777 13.868
Dividend Yield 1.452 3.038
5 Years Earnings Growth 22.828 19.495

Sector Allocation

Name  Net % Category Average
Technology 63.070 62.469
Industrials 18.840 11.053
Consumer Cyclical 4.920 10.139
Financial Services 4.810 4.149
Communication Services 3.410 4.510
Healthcare 2.840 4.950
Utilities 2.100 1.090

Region Allocation

  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 50

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Taiwan Semicon TW0002330008 6.95 1,010.00 -1.46%
  MPI TW0006223001 4.79 747.00 +0.27%
  Delta Electronics TW0002308004 3.76 381.00 -1.42%
  eMemory Tech TW0003529004 3.56 3,070.00 +2.16%
  Jentech TW0003653002 3.05 1,415.00 -0.70%
Taiwan(Government Of) TW000A091090 3.01 - -
  AVC TW0003017000 2.95 650.00 -2.40%
  Yageo TW0002327004 2.81 534.00 +1.52%
Fositek Corp Ordinary Shares TW0006805005 2.79 - -
  Fittech TW0006706005 2.72 171.00 +3.64%

Top Equity Funds by Fuh Hwa Securities Investment Tr Co Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fuh Hwa High Growth Fund 9.97B 29.41 10.23 15.17
  Fuh Hwa Heirloom No 2 Balance Fund 9.48B 15.73 3.50 12.33
  Fuh Hwa Small Capital Fund 9.78B 17.47 3.93 15.92
  Fuh Hwa Life Goal Balance Fund 6.75B 14.84 3.42 10.65
  TW000T22C2Y4 4.36B 9.27 1.54 -
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.

0P00006AIJ Comments

Write your thoughts about Fuh Hwa Heirloom Balance Fund
 
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