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Szkb Ethikfonds Ausgewogen V (0P0001901S)

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126.250 +0.450    +0.36%
21/11 - Closed. Currency in CHF
Type:  Fund
Market:  Switzerland
Issuer:  Credit Suisse Funds AG
ISIN:  CH0337624586 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 271.07M
SZKB Ethikfonds Ausgewogen V 126.250 +0.450 +0.36%

0P0001901S Overview

 
Find basic information about the Szkb Ethikfonds Ausgewogen V 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 0P0001901S MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10.95%
Prev. Close125.8
Risk Rating
TTM YieldN/A
ROE25.62%
IssuerCredit Suisse Funds AG
TurnoverN/A
ROA10.15%
Inception DateNov 30, 2016
Total Assets271.07M
Expenses1.20%
Min. InvestmentN/A
Market Cap42.5B
CategoryCHF Moderate Allocation
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Szkb Ethikfonds Ausgewogen V Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1075 1004 1132 987 1113 -
Fund Return 7.47% 0.39% 13.23% -0.44% 2.16% -
Place in category 178 128 188 168 130 -
% in Category 32 25 35 36 32 -

Top Equity Funds by Schwyzer Kantonalbank

  Name Rating Total Assets YTD% 3Y% 10Y%
  CH0429081620 8.26B 19.39 6.35 -
  CH0429081638 8.26B 12.98 5.65 -
  CH0337393745 6.84B 19.44 6.71 -
  CSIF CH Emerging Markets Index Blue 3.79B 14.82 -3.21 2.36
  CH0017844686 3.79B 14.74 -3.29 2.28

Top Funds for CHF Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Vitainvest 50 World U 4.36B 2.45 -0.62 2.66
  Raiffeisen Pension Invest Futura Ba 4.28B 5.56 -2.73 2.26
  Raiffeisen Pension Invest Futura BI 4.28B 6.13 -2.34 1.94
  Julius Baer Institutional BVG LPPb1 3.86B 6.52 0.92 3.34
  Julius Baer Institutional BVG LPPB2 3.86B 6.67 1.10 3.52

Top Holdings

Name ISIN Weight % Last Change %
SZKB Ethikfonds Kapitalgewinn D CH0492416547 29.11 - -
Eurofima 2.875% CH0020469075 0.42 - -
  NVIDIA US67066G1040 0.41 141.95 -3.22%
European Investment Bank 1.75% CH0215376325 0.41 - -
  Jabil Circuit US4663131039 0.41 131.12 +0.37%

Technical Summary

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