Breaking News
Get 40% Off 0
🚨 Volatile Markets? Find Hidden Gems for Serious Outperformance
Find Stocks Now
Close

Fuh Hwa Heirloom No. 2 Balance Fund (0P00006AEH)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
58.252 +0.060    +0.11%
03/05 - Closed. Currency in TWD ( Disclaimer )
Type:  Fund
Market:  Taiwan
Issuer:  復華證券投資信託股份有限公司
ISIN:  TW000T2209Y2 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 10.43B
Fuh Hwa Heirloom No. 2 Balance Fund 58.252 +0.060 +0.11%

0P00006AEH Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Fuh Hwa Heirloom No. 2 Balance Fund (0P00006AEH) fund. Our Fuh Hwa Heirloom No. 2 Balance Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 10.790 10.790 0.000
Stocks 74.880 74.880 0.000
Bonds 7.440 7.440 0.000
Convertible 4.970 4.970 0.000
Other 1.920 1.920 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 20.435 20.690
Price to Book 3.229 3.525
Price to Sales 1.704 1.803
Price to Cash Flow 18.365 18.963
Dividend Yield 4.989 4.247
5 Years Earnings Growth 18.783 21.062

Sector Allocation

Name  Net % Category Average
Technology 77.480 81.577
Industrials 17.020 17.125
Consumer Cyclical 3.390 3.330
Communication Services 1.550 1.500
Financial Services 0.180 1.395
Energy 0.120 0.120
Basic Materials 0.100 1.275
Utilities 0.060 1.245
Consumer Defensive 0.040 0.040
Healthcare 0.040 1.680
Real Estate 0.010 0.010

Region Allocation

  • North America
  • Latin America
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 56

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Taiwan Semicon TW0002330008 5.23 780.00 +1.04%
  Phison Electronics TW0008299009 4.17 710.00 +1.28%
  Hon Hai Precision TW0002317005 4.17 156.00 +1.30%
  AVC TW0003017000 3.98 662.00 +0.91%
  Fortune Electric TW0001519007 3.27 818.00 +2.00%
Fositek Corp Ordinary Shares TW0006805005 3.19 - -
  MPI TW0006223001 3.02 406.50 -4.91%
  Hiwin TW0002049004 2.90 229.50 0%
  Asmedia TW0005269005 2.87 2,035.00 +2.78%
Taiwan (Government of) TW000A091033 2.73 - -

Top Equity Funds by Fuh Hwa Securities Investment Tr Co Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fuh Hwa Small Capital Fund 10.03B 11.47 8.47 14.86
  Fuh Hwa High Growth Fund 8.21B 21.00 12.56 14.56
  Fuh Hwa Life Goal Balance Fund 7.44B 9.68 4.47 10.13
  TW000T22C2Y4 6.21B 9.26 5.78 -
  Fuh Hwa Olympic Global Fund 2.94B 6.24 1.42 1.34
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00006AEH Comments

Write your thoughts about Fuh Hwa Heirloom No. 2 Balance Fund
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email