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Welzia Ahorro 5 Fi (184694034)

Madrid

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12.79 -0.01 -0.04%

20/11 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 78.31M

Type: Fund

Market: Spain

Issuer: Welzia Management SGIIC

ISIN: ES0184694034

Asset Class: Equity

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184694034 Overview

Find basic information about the Welzia Ahorro 5 Fi 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 184694034 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change8.25%

Prev. Close12.8

Risk Rating

TTM Yield0%

ROE23.75%

IssuerWelzia Management SGIIC

Turnover837%

ROA9.88%

Inception DateAug 06, 2005

Total Assets78.31M

Expenses1.11%

Min. Investment100

Market Cap95.18B

CategoryEUR Cautious Allocation - Global

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1041	1005	1098	1048	1155	1117
Fund Return	4.08%	0.49%	9.76%	1.56%	2.92%	1.12%
Place in category	1485	1858	1624	236	127	585
% in Category	60	75	62	12	8	61

Top Equity Funds by Welzia Management SGIIC

Name	Total Assets	YTD%	3Y%	10Y%
Welzia USA Equity FI	27.04M	8.55	3.27	5.12
Welzia Crecimiento 15 FI	23.16M	9.32	0.66	4.74
INVERVILLADA	3.15M	4.48	1.76	-

Top Funds for EUR Cautious Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
Quality Inversion Conservadora FI	5.49B	2.69	0.73	0.19
Bankia Soy Asi Cauto FI	2.58B	4.86	-0.03	0.99
Sabadell Prudente Empresa FI	1.83B	3.77	-0.19	-
Sabadell Prudente Plus FI	1.83B	3.77	-0.19	-
Sabadell Prudente Premier FI	1.83B	4.03	0.11	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 0.75%	-	7.92	-	-
Spain (Kingdom of) 1.4%	ES0000012B88	6.90	-	-
Source S&P 500 Hedged	IE00BRKWGL70	6.52	45.96	+0.11%
Vontobel Fund Euro Short Term Bond I EUR	LU0278091037	5.31	119.210	+0.03%
Muzinich Enhancedyield Short-Term Fund Hedged Euro	IE00BYXHR262	5.30	108.170	-0.02%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Welzia Ahorro 5 F.	12.79	-0.01	-0.04%