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Milford Balanced Fund (0P0000OMN3)

New Zealand

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3.738 -0.006 -0.17%

23/10 - Delayed Data. Currency in NZD

Morningstar Rating:
Total Assets: 2.72B

Type: Fund

Market: New Zealand

Issuer: Milford Funds Limited

Asset Class: Equity

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0P0000OMN3 Overview

Find basic information about the Milford Balanced Fund 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 0P0000OMN3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 0.07%

Prev. Close3.744

Risk Rating

TTM Yield0%

ROE20.14%

IssuerMilford Funds Limited

Turnover70.06%

ROA9.42%

Inception DateApr 01, 2010

Total Assets2.72B

ExpensesN/A

Min. Investment10,000

Market Cap95.38B

CategoryMultisector - Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1014	997	1019	1281	1291	2067
Fund Return	1.43%	-0.27%	1.89%	8.61%	5.25%	7.53%
Place in category	71	43	69	64	33	6
% in Category	92	56	91	92	59	14

Top Equity Funds by Milford Funds Limited

Name	Total Assets	YTD%	3Y%	10Y%
Milford Diversified Income	3.69B	0.42	7.16	5.88
Milford KiwiSaver Balanced	2.62B	2.28	9.15	7.77
Milford Dynamic Fund	917.93M	-8.65	8.92	9.86

Top Funds for Multisector - Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
ASB KiwiSaver Schemes Balanced	5B	5.01	12.40	7.20
ANZ KiwiSaver Balanced	3.82B	4.55	9.16	5.73
Milford KiwiSaver Balanced	2.62B	2.28	9.15	7.77
Westpac KiwiSaver Balanced Fund	2.4B	5.39	12.19	6.92
ASB Investment Funds Balanced Fund	1.32B	4.70	11.98	6.70

Top Holdings

Name	ISIN	Weight %	Last	Change %
New Zealand (Government Of) 4.5%	NZGOVDT535C1	1.67	-	-
New Zealand Local Government Funding Agency Ltd 3.5%	NZLGFDT009C0	1.37	-	-
Microsoft	-	1.21	531.33	-0.24%
Amazon.com	-	1.21	253.10	+1.61%
NVIDIA	-	1.06	217.94	+0.90%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Milford Balanced	3.738	-0.006	-0.17%
	PREG	1,422.30	+25.70	+1.84%