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Investors Mutual Equity Income (0P00007F5H)

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0.951 -0.007    -0.74%
20/11 - 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 0.951 -0.007 -0.74%

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 Change6.28%
Prev. Close0.958
Risk Rating
TTM Yield6.61%
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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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1066 989 1143 1266 1311 1818
Fund Return 6.59% -1.08% 14.33% 8.19% 5.57% 6.16%
Place in category 39 34 42 18 28 13
% in Category 79 78 95 38 76 46

Top Equity Funds by Investors Mutual Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Mutual WS Australian Shar 1.63B 5.83 5.60 6.13
  Investors Mutual WS Future Leaders 458.03M 14.08 3.10 7.68
  Investors Mutual Concentrated Austr 209.13M 1.85 3.16 6.27
  Investors Mutual All Industrials Sh 165.5M 9.91 6.31 6.24
  Investors Mutual WS Australian Smal 135.09M 18.72 3.98 8.87

Top Funds for Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN01046 5.72B 10.00 11.27 7.27
  Merlon Wholesale Australian Share I 485.63M 9.48 9.21 6.17
  MLC Wholesale IncomeBuilderTM 337.73M 12.74 9.21 6.59
  Legg Mason Martin Currie Equity Inc 90.73M 8.13 5.66 6.64
  Nikko AM Australian Share Income Fu 162.88M 5.16 6.77 6.82

Top Holdings

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 6.86 39.810 -0.67%
  Telstra Group AU000000TLS2 6.76 3.850 0.00%
  National Australia Bank AU000000NAB4 6.66 39.510 +0.48%
  Westpac Banking AU000000WBC1 5.46 33.540 +1.54%
  Brambles AU000000BXB1 5.31 19.060 +0.74%

Technical Summary

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