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Investors Mutual Equity Income (0P00007F5H)

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0.943 +0.004    +0.39%
04/11 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 514.22M
Type:  Fund
Market:  Australia
Issuer:  Investors Mutual Limited
ISIN:  AU60IML00051 
Asset Class:  Equity
Investors Mutual Equity Income 0.943 +0.004 +0.39%

0P00007F5H Overview

 
Find basic information about the Investors Mutual Equity Income 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 0P00007F5H MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60IML00051)
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Rating
1-Year Change4.56%
Prev. Close0.939
Risk Rating
TTM Yield4.83%
ROE15.77%
IssuerInvestors Mutual Limited
Turnover23%
ROA4.41%
Inception DateMay 01, 2004
Total Assets514.22M
ExpensesN/A
Min. Investment50,000
Market Cap24.12B
CategoryN/A
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1091 1050 1134 1294 1344 1937
Fund Return 9.11% 5.02% 13.43% 8.96% 6.09% 6.84%
Place in category 40 39 36 14 29 14
% in Category 74 84 85 24 75 47

Top Equity Funds by Investors Mutual Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Mutual WS Australian Shar 1.63B 7.39 5.92 6.72
  Investors Mutual WS Future Leaders 458.03M 13.99 3.10 7.87
  Investors Mutual Concentrated Austr 209.13M 4.53 3.79 7.02
  Investors Mutual All Industrials Sh 165.5M 10.69 6.24 6.83
  Investors Mutual WS Australian Smal 135.09M 17.37 3.92 8.81

Top Funds for Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN01046 5.82B 11.85 11.48 7.90
  Merlon Wholesale Australian Share I 482.75M 10.77 9.20 6.58
  MLC Wholesale IncomeBuilderTM 337.73M 15.03 9.59 7.37
  Legg Mason Martin Currie Equity Inc 87.89M 11.07 5.87 7.37
  Nikko AM Australian Share Income Fu 162.88M 8.12 7.15 7.48

Top Holdings

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 6.86 42.630 +0.07%
  Telstra Group AU000000TLS2 6.76 3.870 -0.26%
  National Australia Bank AU000000NAB4 6.66 38.640 -0.18%
  Westpac Banking AU000000WBC1 5.46 31.920 -1.48%
  Brambles AU000000BXB1 5.31 18.570 -0.32%

Technical Summary

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