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Espinosa Partners Inversiones Fi (133091035)

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15.12 -0.08    -0.53%
25/11 - Delayed Data. Currency in EUR
Type:  Fund
Market:  Spain
ISIN:  ES0133091035 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 14.49M
Espinosa Partners Inversiones FI 15.12 -0.08 -0.53%

133091035 Overview

 
Find basic information about the Espinosa Partners Inversiones 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 133091035 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change13.8%
Prev. Close15.2
Risk Rating
TTM Yield0%
ROE30.44%
IssuerN/A
Turnover159%
ROA19.71%
Inception Date22/10/1998
Total Assets14.49M
Expenses1.54%
Min. Investment1
Market Cap44.7B
CategoryEUR Flexible Allocation
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Espinosa Partners Inversiones 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 1085 984 1115 1018 1175 1113
Fund Return 8.47% -1.57% 11.49% 0.58% 3.28% 1.08%
Place in category 116 599 372 307 216 249
% in Category 18 87 56 54 44 86

Top Equity Funds by Atl 12 Capital Gestión SGIIC

  Name Rating Total Assets YTD% 3Y% 10Y%
  TAMBRE VALUE 86.56M 5.72 3.13 2.64
  ATL Capital Cartera Patrimonio FI 63.06M 3.94 0.95 1.07
  ATL Capital Best Managers Flexible 8.44M 3.56 2.54 2.38
  Fongrum/Valor FI 27.33M 7.37 3.37 2.03
  ATL Capital Cartera Tactica FI 50.91M 5.64 1.52 1.73

Top Funds for EUR Flexible Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fon Fineco Inversion FI 268.35M 3.79 4.08 -
  Cartesio Y FI 218.46M 7.07 5.06 4.23
  Acacia Renta Dinamica FI 73.14M 4.07 4.36 3.11
  ES0157935026 14.87M 4.07 - -
  ES0157935042 4.02M 3.91 - -

Top Holdings

Name ISIN Weight % Last Change %
  Spain 0 31-Jan-2028 ES0000012I08 36.29 92.970 +0.11%
Futuro:indice Nasdaq - 7.85 - -
alstria office REIT-AG 0.5% XS2053346297 6.06 - -
  Leonardo IT0003856405 5.00 25.060 -0.28%
  Coca-Cola European GB00BDCPN049 4.97 77.68 -0.33%

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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