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Mundiplan Equilibrado Pp (0P0000120W)

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21.672 -0.060    -0.28%
08/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 113.71M
Type:  Fund
Market:  Spain
Asset Class:  Equity
Mundiplan Equilibrado PP 21.672 -0.060 -0.28%

0P0000120W Overview

 
Find basic information about the Mundiplan Equilibrado Pp 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 0P0000120W MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10.82%
Prev. Close21.733
Risk Rating
TTM Yield0%
ROE19.09%
IssuerN/A
TurnoverN/A
ROA6.38%
Inception DateDec 31, 1993
Total Assets113.71M
ExpensesN/A
Min. Investment30
Market Cap109.09B
CategoryEuro Moderate Balanced PP
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1060 1011 1140 1083 1188 1313
Fund Return 5.96% 1.1% 14.04% 2.7% 3.51% 2.76%
Place in category 88 66 62 37 46 36
% in Category 78 58 55 33 47 50

Top Equity Funds by AXA Pensiones EGFP

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mundiplan Audaz Global PP 470.93M 17.85 5.28 8.48
  Mundiplan Moderado PP 234.29M 1.88 -0.23 0.24
  Prudente EPSV 40.87M 3.33 0.53 0.86
  Mundiplan Audaz Europa 28.81M 12.39 7.06 6.05
  Equilibrado EPSV 12.68M 6.30 2.77 2.65

Top Funds for Euro Moderate Balanced PP Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  BBVA Plan Multiactivo Moderado PP 2.64B 6.43 2.08 1.76
  Plancaixa Ambicion Global PP 1.86B 8.03 2.01 2.80
  Mi Plan Santander Decidido PP 982.35M 8.80 0.63 2.74
  Mi Proyecto Santander 2030 PP 438.24M 9.38 1.62 1.45
  Mapfre Renta PP 433.21M 1.96 1.06 -0.01

Top Holdings

Name ISIN Weight % Last Change %
  France 2.5 25-May-2043 FR001400CMX2 9.52 87.500 -0.11%
  Spain 3.9 30-Jul-2039 ES0000012L60 4.60 105.302 +0.85%
  ASML Holding NL0010273215 4.14 630.30 +0.48%
  Bund Tf 0,5% Fb25 Eur DE0001102374 4.05 99.45 +0.01%
BNP Paribas SA 0% FR0013398070 3.04 - -

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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