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Investors Mutual Small Cap Fund (0P0000820G)

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1.747 -0.010    -0.69%
21/11 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  Investors Mutual Limited
ISIN:  AU60IML00069 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 35.37M
Investors Mutual Small Cap Fund 1.747 -0.010 -0.69%

0P0000820G Overview

 
Find basic information about the Investors Mutual Small Cap Fund 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 0P0000820G MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change22.45%
Prev. Close1.759
Risk Rating
TTM Yield3.22%
ROE - 0.95%
IssuerInvestors Mutual Limited
TurnoverN/A
ROA - 0.76%
Inception DateFeb 01, 2007
Total Assets35.37M
ExpensesN/A
Min. Investment50,000
Market Cap911.75M
CategoryEquity Australia Mid/Small Value
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Investors Mutual Small Cap Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1163 1049 1310 1120 1493 2449
Fund Return 16.31% 4.93% 30.96% 3.86% 8.35% 9.37%
Place in category 7 13 6 15 15 5
% in Category 27 39 22 55 57 29

Top Equity Funds by Investors Mutual Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Mutual WS Australian Shar 1.63B 5.83 5.60 6.13
  Investors Mutual Equity Income 514.22M 6.59 8.19 6.16
  Investors Mutual WS Future Leaders 458.03M 14.08 3.10 7.68
  Investors Mutual Concentrated Austr 209.13M 1.85 3.16 6.27
  Investors Mutual All Industrials Sh 165.5M 9.91 6.31 6.24

Top Funds for Equity Australia Mid/Small Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Perpetual Wholesale Ethical SRI Fun 636.58M 12.05 6.78 8.50
  Investors Mutual WS Future Leaders 458.03M 14.08 3.10 7.68
  Microequities Deep Value Microcap F 195.35M 14.49 -0.15 9.15
  Investors Mutual WS Australian Smal 135.09M 18.72 3.98 8.87
  Perpetual WFIA Perpetual Ethical SR 69.23M 11.79 6.42 7.63

Top Holdings

Name ISIN Weight % Last Change %
  Aurizon Holdings AU000000AZJ1 3.93 3.430 +0.88%
  Integral Diagnostics Ltd AU000000IDX2 3.01 2.90 0.00%
  Clearview Wealth AU000000CVW9 2.88 0.340 0.00%
  Kelsian AU0000186678 2.78 3.77 +0.80%
  Trajan Group Holdings AU0000150526 2.76 0.98 -2.02%

Technical Summary

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