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Caixabank Bolsa Usa Estándar Fi (138615036)

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31.77 +0.10    +0.31%
19/11 - Closed. Currency in EUR
Type:  Fund
Market:  Spain
Issuer:  Caixabank Asset Management SGIIC
ISIN:  ES0138615036 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 480.19M
Caixabank Bolsa USA FI 31.77 +0.10 +0.31%

138615036 Overview

 
Find basic information about the Caixabank Bolsa Usa Estándar 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 138615036 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change33.37%
Prev. Close31.67
Risk Rating
TTM Yield0%
ROE33.71%
IssuerCaixabank Asset Management SGIIC
Turnover0%
ROA15.96%
Inception Date13/10/1998
Total Assets480.19M
Expenses1.06%
Min. Investment600
Market Cap302.61B
CategoryUS Large - Cap Blend Equity
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Caixabank Bolsa Usa Estándar Fi Analysis


Performance

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Condition

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%

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1210 1028 1320 1316 1933 3177
Fund Return 21.02% 2.77% 32.02% 9.59% 14.09% 12.26%
Place in category 1209 1346 1331 868 834 491
% in Category 56 60 62 50 55 59

Top Equity Funds by Caixabank Asset Management SGIIC

  Name Rating Total Assets YTD% 3Y% 10Y%
  Caixabank Seleccion Tendencias Esta 2.59B 10.19 -0.24 7.63
  Caixabank Seleccion Tendencias Plus 2.59B 10.81 0.43 8.38
  Caixabank Comunicaciones FI 1.24B 26.92 10.98 16.10
  ES0115663009 994.56M 21.90 10.63 -
  Caixabank Multisalud Plus FI 718.37M 5.42 4.87 -

Top Funds for US Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Kutxabank Bolsa EEUU FI 19.76M 13.52 5.15 6.65
  ING Direct Fondo Naranja Standard&P 1.01B 21.24 9.85 12.92
  ES0115663009 994.56M 21.90 10.63 -
  ES0114565007 926.61M 22.10 10.81 -
  BBVA Bolsa USA FI 254.53M 15.72 5.61 9.55

Top Holdings

Name ISIN Weight % Last Change %
iShares Core S&P 500 ETF - 18.09 - -
  Source S&P 500 UCITS IE00B3YCGJ38 15.64 1,170.08 +1.23%
  iShares Core S&P 500 UCITS USD Dist IE0031442068 15.54 4,700.8 +1.46%
  SPDR S&P 500 US78462F1030 9.95 593.83 +0.56%
United States Treasury Bills 0% - 5.46 - -

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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