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Etica Bilanciato I (LP68143272)

Milan

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17.179 +0.030 +0.19%

19/11 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 2.43B

Type: Fund

Market: Italy

Issuer: Etica SGR SpA

ISIN: IT0004735186

Asset Class: Equity

General
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LP68143272 Overview

Find basic information about the Etica Bilanciato I 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 LP68143272 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: IT0004735186)

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Technical Chart

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Rating

1-Year Change14.57%

Prev. Close17.147

Risk Rating

TTM Yield0%

ROE28.85%

IssuerEtica SGR SpA

Turnover100.68%

ROA14.42%

Inception DateFeb 01, 2012

Total Assets2.43B

Expenses0.99%

Min. Investment500,000

Market Cap72.25B

CategoryEUR Moderate Allocation - Global

What is your sentiment on Etica Bilanciato I?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1066	1001	1170	1045	1256	1736
Fund Return	6.55%	0.14%	17%	1.48%	4.67%	5.67%
Place in category	1679	2540	833	752	326	46
% in Category	55	81	26	32	17	5

Top Equity Funds by Etica SGR SpA

Name	Total Assets	YTD%	3Y%	10Y%
Etica Bilanciato R	2.43B	5.76	0.58	4.73
IT0005336851	2.43B	-0.99	-1.61	-
Etica Obbligazionario Misto R	1.45B	1.91	-2.51	0.43
Etica Obbligazionario Misto I	1.45B	2.42	-1.92	1.04
Etica Impatto Clima R	1.2B	3.66	-0.35	-

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
IE0009514989	8.61B	10.44	0.14	4.71
IT0005384653	2.66B	6.33	1.47	-
IT0005411787	2.66B	5.92	1.01	-
IT0005336851	2.43B	-0.99	-1.61	-
Etica Bilanciato R	2.43B	5.76	0.58	4.73

Top Holdings

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	5.26	143.72	-1.48%
Austria (Republic of)	AT0000A3DUZ3	3.50	-	-
France .5 25-Jun-2044	FR0014002JM6	2.12	59.370	-0.13%
Germany 0 15-Aug-2050	DE0001030724	1.82	53.350	+0.74%
Visa A	US92826C8394	1.64	310.25	+0.93%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Etica Bilanciato .	17.179	+0.030	+0.19%
	GraniteShares 3x .	7.20	-0.01	-0.14%