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Etica Bilanciato RD (0P0001E0DQ)

Milan

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11.927 +0.074 +0.62%

- Closed. Currency in EUR

Morningstar Rating:
Total Assets: 1.89B

Type: Fund

Market: Italy

Issuer: Etica SGR SpA

ISIN: IT0005336851

Asset Class: Equity

General
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0P0001E0DQ Overview

Find basic information about the Etica Bilanciato RD 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 0P0001E0DQ 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 Change12.7%

Prev. Close11.853

Risk Rating

TTM Yield0%

ROE32.01%

IssuerEtica SGR SpA

Turnover107.67%

ROA15.96%

Inception DateFeb 07, 2018

Total Assets1.89B

ExpensesN/A

Min. Investment2,000

Market Cap99.37B

CategoryEUR Moderate Allocation - Global

What is your sentiment on Etica Bilanciato RD?

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

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1078	1057	1100	1197	1135	-
Fund Return	7.83%	5.68%	10.01%	6.17%	2.57%	-
Place in category	335	82	1191	2077	1454	-
% in Category	11	3	36	73	63	-

Top Equity Funds by ETICA SGR S.p.A.

Name	Total Assets	YTD%	3Y%	10Y%
Etica Bilanciato I	1.89B	8.39	7.12	5.13
Etica Bilanciato R	1.89B	7.83	6.17	4.19
Etica Obbligazionario Misto R	911.84M	0.78	2.52	-0.05
Etica Obbligazionario Misto I	911.84M	1.13	3.13	0.55
Etica Impatto Clima R	781.1M	5.46	4.21	-

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
IE0009514989	11.63B	1.71	8.91	6.13
IT0005384653	2.56B	2.90	5.65	-
IT0005411787	2.56B	2.65	5.19	-
Etica Bilanciato R	1.89B	7.83	6.17	4.19
Etica Bilanciato I	1.89B	8.39	7.12	5.13

Top Holdings

Name	ISIN	Weight %	Last	Change %
NVIDIA	-	5.38	217.55	-4.57%
Italy 3.45 01-Feb-2036	IT0005676504	3.51	95.700	-0.17%
Italy 4 30-Apr-2035	IT0005508590	2.83	100.890	-0.13%
France .5 25-Jun-2044	FR0014002JM6	2.21	50.830	-1.03%
Spain 1.85 30-Jul-2035	ES0000012E69	1.69	86.950	-0.22%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	BUY	Strong Buy	Strong Buy
Summary	Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Etica Bilanciato .	11.927	+0.074	+0.62%
	PFIZ34	36.17	+0.12	+0.33%