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Interfund Equity Usa Advantage (0P00000UBS)

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220.456 +1.880    +0.86%
21/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 155.97M
Type:  Fund
Market:  Luxembourg
ISIN:  LU0006040116 
Asset Class:  Equity
Interfund Equity USA Advantage 220.456 +1.880 +0.86%

0P00000UBS Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Interfund Equity USA Advantage (0P00000UBS) fund. Our Interfund Equity USA Advantage portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 3.440 3.440 0.000
Shares 96.560 96.560 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 39.168 29.621
Price to Book 7.388 6.774
Price to Sales 5.551 4.858
Price to Cash Flow 22.218 19.932
Dividend Yield 0.597 0.669
5 Years Earnings Growth 14.708 16.065

Sector Allocation

Name  Net % Category Average
Technology 43.380 36.889
Consumer Cyclical 23.600 13.993
Communication Services 11.980 11.718
Financial Services 7.820 10.517
Industrials 5.420 7.769
Real Estate 4.260 2.274
Healthcare 3.540 13.944

Region Allocation

  • North America
  • Developed Markets

Top Holdings

Number of long holdings: 38

Number of short holdings: 17

Name ISIN Weight % Last Change %
  Apple US0378331005 7.26 229.87 +0.59%
  Cloudflare US18915M1071 6.78 104.23 -0.01%
  The Trade Desk US88339J1051 5.55 129.70 +1.85%
  Tesla US88160R1014 5.54 352.56 +3.80%
  DoorDash US25809K1051 5.17 177.24 +2.35%
  Snowflake US8334451098 5.01 167.44 -2.28%
  ICE US45866F1049 4.84 159.29 +0.59%
  Microsoft US5949181045 4.81 417.00 +1.00%
  Amazon.com US0231351067 4.53 197.12 -0.64%
  Roblox US7710491033 4.50 49.38 +0.06%

Top Equity Funds by Fideuram Asset management (Ireland) DAC

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fonditalia Glbl T 1.87B 13.44 6.14 5.87
  Fonditalia Glbl R 1.87B 12.82 5.45 5.19
  Interfund Eq USA H 1.81B 17.74 4.62 7.03
  Interfund Eq USA A 1.81B 21.92 9.84 10.93
  Fonditalia Eq Glbl Hi div S 1.12B 12.30 7.10 5.77
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