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Welzia Ahorro 5 Fi (184694034)

Madrid

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12.79 +0.02 +0.16%

08/11 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 79.01M

Type: Fund

Market: Spain

Issuer: Welzia Management SGIIC

ISIN: ES0184694034

Asset Class: Equity

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184694034 Overview

Find basic information about the Welzia Ahorro 5 Fi 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 184694034 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ES0184694034)

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Technical Chart

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Rating

1-Year Change9.27%

Prev. Close12.77

Risk Rating

TTM Yield0%

ROE18.66%

IssuerWelzia Management SGIIC

Turnover837%

ROA6.40%

Inception DateAug 06, 2005

Total Assets79.01M

Expenses1.11%

Min. Investment100

Market Cap66.04B

CategoryEUR Cautious Allocation - Global

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Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1045	1009	1102	1052	1159	1121
Fund Return	4.47%	0.86%	10.17%	1.69%	3%	1.15%
Place in category	1456	1793	1583	222	122	562
% in Category	61	73	62	11	8	61

Top Equity Funds by Welzia Management SGIIC

Name	Total Assets	YTD%	3Y%	10Y%
Welzia USA Equity FI	27.1M	8.55	3.27	5.12
Welzia Crecimiento 15 FI	23.38M	10.48	1.01	4.85
INVERVILLADA	2.4M	4.48	1.76	-

Top Funds for EUR Cautious Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
Quality Inversion Conservadora FI	5.52B	3.66	1.05	0.28
Bankia Soy Asi Cauto FI	2.6B	5.53	0.19	1.06
Sabadell Prudente Empresa FI	1.85B	4.26	-0.03	-
Sabadell Prudente Plus FI	1.85B	4.26	-0.03	-
Sabadell Prudente Premier FI	1.85B	4.52	0.27	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 0.75%	-	6.47	-	-
Spain (Kingdom of) 1.4%	ES0000012B88	5.77	-	-
Candriam Bonds Euro Government Class I EUR Cap	LU0156671926	4.59	2,418.420	+0.34%
PIMCO Funds: Global Investors Series plc Global In	IE0032876397	4.48	18.470	-0.43%
Nordea 1 - European Covered Bond Fund BI EUR	LU0539144625	4.46	14.225	+0.13%

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Welzia Ahorro 5 F.	12.79	+0.02	+0.16%