Breaking News
Get 40% Off 0
🚨 Volatile Markets? Find Hidden Gems for Serious Outperformance
Find Stocks Now
Close

Edmond De Rothschild Us Growth J (0P0000IVKO)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Edmond de Rothschild US Growth J historical data, for real-time data please try another search
867.080 +1.890    +0.22%
28/10 - Closed. Currency in EUR ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 203.32M
Type:  Fund
Market:  France
Issuer:  Edmond de Rothschild Asset Management (France)
ISIN:  FR0010688846 
Asset Class:  Equity
Edmond de Rothschild US Growth J 867.080 +1.890 +0.22%

0P0000IVKO Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Edmond de Rothschild US Growth J (0P0000IVKO) fund. Our Edmond de Rothschild US Growth J portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 1.850 6.820 4.970
Shares 98.150 98.150 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 43.458 30.720
Price to Book 10.146 6.536
Price to Sales 9.967 4.529
Price to Cash Flow 27.995 19.209
Dividend Yield 0.423 0.647
5 Years Earnings Growth 18.427 14.878

Sector Allocation

Name  Net % Category Average
Communication Services 20.310 11.378
Technology 19.840 36.009
Financial Services 18.540 10.508
Healthcare 18.430 15.002
Consumer Cyclical 10.970 13.746
Real Estate 7.560 2.457
Consumer Defensive 3.580 4.499
Industrials 0.770 8.132

Region Allocation

  • North America
  • Developed Markets

Top Holdings

Number of long holdings: 33

Number of short holdings: 6

Name ISIN Weight % Last Change %
Snap Inc Class A - 6.79 - -
Visa Inc Class A - 5.79 - -
NVIDIA Corp - 5.68 - -
PayPal Holdings Inc - 5.29 - -
Intuit Inc - 4.89 - -
Align Technology Inc - 4.73 - -
Facebook Inc Class A - 4.68 - -
Illumina Inc - 4.56 - -
Intuitive Surgical Inc - 4.51 - -
Netflix Inc - 4.47 - -

Top Equity Funds by Edmond de Rothschild Asset Management (France)

  Name Rating Total Assets YTD% 3Y% 10Y%
  Edmond de Rothschild Tricolore RenI 760.25M 9.26 10.87 5.47
  Edmond de Rothschild Tricolore Rend 760.25M 9.23 10.70 5.31
  FR0010588350 760.25M 8.99 10.64 5.16
  FR0010505578 637.35M 6.50 6.10 6.41
  Equilibre Discovery 19.24M 3.18 4.05 4.59
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000IVKO Comments

Write your thoughts about Edmond De Rothschild Us Growth J
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email