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Swiss Life Funds (lux) Equity Esg Usa I Usd Cap (0P0000X40S)

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439.480 -0.490    -0.11%
13/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 744.47M
Type:  Fund
Market:  Luxembourg
Issuer:  Swiss Life Fund Management (LUX) S.A.
ISIN:  LU0832468986 
Asset Class:  Equity
Swiss Life Funds LUX Equity USA I USD Cap 439.480 -0.490 -0.11%

0P0000X40S Overview

 
Find basic information about the Swiss Life Funds (lux) Equity Esg Usa I Usd Cap 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 0P0000X40S MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: LU0832468986)
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Rating
1-Year Change33.46%
Prev. Close439.97
Risk Rating
TTM Yield0%
ROE39.25%
IssuerSwiss Life Fund Management (LUX) S.A.
TurnoverN/A
ROA16.75%
Inception DateSep 21, 2012
Total Assets744.47M
Expenses0.70%
Min. Investment1,000
Market Cap185.78B
CategoryUS Large - Cap Blend Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1207 1047 1372 1227 1796 2828
Fund Return 20.71% 4.75% 37.19% 7.05% 12.42% 10.96%
Place in category 736 674 1149 999 1048 447
% in Category 34 29 55 58 69 54

Top Equity Funds by Swiss Life Asset Managers Luxembourg

  Name Rating Total Assets YTD% 3Y% 10Y%
  Swiss Life lux Eq USA S USD Cap 744.47M 21.32 7.70 11.62

Top Funds for US Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPI US Select Equity Fund I dist US 8.9B 21.01 10.53 -
  JPI US Select Equity Fund I acc USD 8.9B 21.60 8.40 12.77
  JPI US Select Equity Fund X acc USD 8.9B 6.95 11.06 12.91
  JPMorgan America Eq Fund I Acc USD 8.13B 22.26 12.50 13.63
  JPMorgan America Eq Fund C dist USD 8.13B 22.20 12.44 13.57

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 6.80 227.51 +1.06%
  NVIDIA US67066G1040 6.10 147.59 +0.90%
  Microsoft US5949181045 4.92 427.96 +0.65%
S&P 500 Emini 1224 - 3.30 - -
  Amazon.com US0231351067 2.47 212.62 -0.69%

Technical Summary

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