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Eurizon Fund Equity Planet R (0P0001ITCU)

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152.320 +0.780    +0.51%
30/01 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 1.45B
Type:  Fund
Market:  Luxembourg
Issuer:  Eurizon Capital S.A.
ISIN:  LU2050470850 
Asset Class:  Equity
Eurizon Fund Equity Planet R 152.320 +0.780 +0.51%

0P0001ITCU Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Eurizon Fund Equity Planet R (0P0001ITCU) fund. Our Eurizon Fund Equity Planet R portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 0.800 2.800 2.000
Stocks 98.440 98.440 0.000
Bonds 0.520 2.660 2.140
Other 0.240 0.250 0.010

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.633 19.600
Price to Book 2.177 3.017
Price to Sales 1.569 2.037
Price to Cash Flow 12.085 12.916
Dividend Yield 2.146 1.695
5 Years Earnings Growth 22.196 11.675

Sector Allocation

Name  Net % Category Average
Technology 23.100 24.080
Industrials 19.430 39.415
Real Estate 11.090 2.852
Basic Materials 10.090 7.812
Consumer Cyclical 8.750 6.593
Utilities 7.530 7.582
Healthcare 6.470 6.878
Financial Services 6.180 9.546
Communication Services 4.810 3.669
Consumer Defensive 2.490 3.869
Energy 0.060 2.018

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Australasia
  • Developed Markets

Top Holdings

Number of long holdings: 309

Number of short holdings: 2

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 4.83 120.07 -3.67%
  Microsoft US5949181045 4.36 415.06 +0.02%
  Apple US0378331005 3.15 236.00 -0.67%
  Alphabet C US02079K1079 2.55 205.60 +1.47%
  Amazon.com US0231351067 2.52 237.68 +1.30%
  Weyerhaeuser US9621661043 1.92 30.62 -1.10%
  Xylem US98419M1009 1.89 124.04 +1.85%
  Corteva US22052L1044 1.89 65.27 -1.33%
Epsilon US Equity ESG Index IT0005489809 1.84 - -
  Sherwin-Williams US8243481061 1.84 358.16 -2.02%

Top Equity Funds by Eurizon Capital S.A.

  Name Rating Total Assets YTD% 3Y% 10Y%
  LU1341630033 5.95B 32.26 10.69 -
  LU1344899445 5.95B 21.72 4.23 -
  Azioni Strategia Flessibile Class r 4.92B 5.40 0.59 3.02
  Azioni Strategia Flessibile Class z 4.92B 6.32 1.46 3.88
  Azioni Strategia Flessibile Class e 4.92B 6.32 1.47 3.88
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