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Mundiplan Equilibrado Pp (0P0000120W)

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22.081 +0.020    +0.10%
18/12 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 114.34M
Type:  Fund
Market:  Spain
Issuer:  AXA Pensiones EGFP
Asset Class:  Equity
Mundiplan Equilibrado PP 22.081 +0.020 +0.10%

0P0000120W Overview

 
Find basic information about the Mundiplan Equilibrado Pp 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 0P0000120W MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )
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Rating
1-Year Change6.4%
Prev. Close22.059
Risk Rating
TTM Yield0%
ROE18.73%
IssuerAXA Pensiones EGFP
TurnoverN/A
ROA6.25%
Inception DateDec 31, 1993
Total Assets114.34M
ExpensesN/A
Min. Investment30
Market Cap102.61B
CategoryEuro Moderate Balanced PP
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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1053 996 1082 1097 1167 1275
Fund Return 5.34% -0.37% 8.21% 3.13% 3.14% 2.46%
Place in category 98 105 94 46 57 41
% in Category 87 92 84 41 59 58

Top Equity Funds by AXA Pensiones EGFP

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mundiplan Audaz Global PP 487.76M 21.85 6.42 8.54
  Mundiplan Moderado PP 232.67M 2.77 0.12 0.25
  Prudente EPSV 41.25M 3.79 0.93 0.78
  Mundiplan Audaz Europa 28.04M 9.78 7.73 5.33
  Equilibrado EPSV 12.92M 5.75 3.22 2.37

Top Funds for Euro Moderate Balanced PP Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  BBVA Plan Multiactivo Moderado PP 2.7B 8.47 2.79 1.76
  Plancaixa Ambicion Global PP 1.85B 9.17 2.67 2.54
  Mi Plan Santander Decidido PP 986.24M 10.68 1.19 2.67
  Mi Proyecto Santander 2030 PP 448.08M 11.72 3.08 1.51
  Mapfre Renta PP 421.4M 2.36 1.25 0.02

Top Holdings

Name ISIN Weight % Last Change %
  France 2.5 25-May-2043 FR001400CMX2 9.76 87.440 +0.41%
  Spain 3.9 30-Jul-2039 ES0000012L60 4.75 106.758 +0.24%
  ASML Holding NL0010273215 3.65 686.10 -0.68%
  SAP DE0007164600 3.21 236.750 -0.13%
BNP Paribas SA 0% FR0013398070 3.08 - -

Technical Summary

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