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Investors Mutual Small Cap Fund (0P0000820G)

Sydney

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1.648 -0.053 -3.12%

04/04 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60IML00069

Asset Class: Equity

Morningstar Rating:
Total Assets: 35.37M

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0P0000820G Holdings

Comprehensive information about top holdings and Key Holding Information for the Investors Mutual Small Cap Fund (0P0000820G) fund. Our Investors Mutual Small Cap Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.560	2.560	0.000
Stocks	97.440	97.440	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.906	17.220
Price to Book	1.399	1.748
Price to Sales	0.832	1.224
Price to Cash Flow	3.174	6.421
Dividend Yield	2.846	4.104
5 Years Earnings Growth	7.268	6.606

Sector Allocation

Name	Net %	Category Average
Industrials	17.490	14.679
Healthcare	14.190	12.883
Consumer Cyclical	12.770	15.715
Technology	12.070	4.346
Communication Services	10.240	10.791
Financial Services	9.200	24.409
Consumer Defensive	7.930	4.152
Energy	6.170	3.498
Basic Materials	4.790	6.781
Real Estate	3.760	5.190
Utilities	1.400	1.525

Region Allocation

Equities

North America
Europe Developed
Asia
Australasia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 68

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Aurizon Holdings	AU000000AZJ1	3.90	3.050	-1.29%
oOh!Media Ltd	AU000000OML6	3.66	1.390	-2.80%
Tabcorp Holdings	AU000000TAH8	3.17	0.530	-7.02%
Clearview Wealth	AU000000CVW9	2.81	0.435	-3.33%
Austal	AU000000ASB3	2.74	4.26	0.00%
Cuscal	AU0000362105	2.73	2.26	-5.44%
Kelsian	AU0000186678	2.64	2.31	-8.33%
Integral Diagnostics Ltd	AU000000IDX2	2.63	2.14	-6.14%
Readytech	AU0000043002	2.50	2.260	-3.83%
Hansen Tech	AU000000HSN3	2.22	4.81	+0.42%

Top Equity Funds by Investors Mutual Limited

Name	Total Assets	YTD%	3Y%	10Y%
Investors Mutual WS Australian Shar	1.63B	1.52	6.84	5.60
Investors Mutual Equity Income	514.22M	0.97	7.27	5.81
Investors Mutual WS Future Leaders	458.03M	1.41	6.00	6.47
Investors Mutual Concentrated Austr	209.13M	1.91	4.95	5.92
Investors Mutual All Industrials Sh	165.5M	2.49	8.06	5.64

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