Breaking News
Upgrade 0
⏰ Save Valuable Time with Faster Stock Data & Tools
Go Pro Now
Close

Siemens Balanced (LP65039769)

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
 
24.110 -0.000    0.00%
29/01 - Closed. Currency in EUR
Type:  Fund
Market:  Germany
ISIN:  DE000A0KEXM6 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.41B
Siemens Balanced 24.110 -0.000 0.00%

LP65039769 Overview

 
Find basic information about the Siemens Balanced 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 LP65039769 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change10.09%
Prev. Close24.11
Risk Rating
TTM YieldN/A
ROE28.04%
IssuerN/A
TurnoverN/A
ROA11.89%
Inception DateSep 06, 2006
Total Assets1.41B
Expenses0.32%
Min. Investment50
Market Cap157.73B
CategoryEUR Cautious Allocation - Global
What is your sentiment on Siemens Balanced?
or
Market is currently closed. Voting is open during market hours.

Siemens Balanced Analysis


Performance

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

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1100 1019 1100 1067 1206 1512
Fund Return 10.01% 1.88% 10.01% 2.19% 3.81% 4.22%
Place in category 62 225 62 123 39 2
% in Category 4 10 4 7 3 1

Top Equity Funds by Siemens Fonds Invest GmbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  Siemens DC Balanced 1.17B 8.66 2.20 3.52
  DE000A14XPG3 294.74M 27.91 9.86 -
  Siemens Qualitat Dividende Europa 198.09M 4.46 1.06 5.15
  Siemens Global Growth 191.59M 18.45 3.74 12.43
  Siemens Euroinvest Aktien 129.51M 4.66 2.20 5.30

Top Funds for EUR Cautious Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  PrivatFonds: Kontrolliert 15.67B 10.42 0.53 1.65
  UniStrategie:Konservativ 1.71B 6.88 -0.51 1.46
  ODDO BHF Polaris Moderate Cl EUR 1.52B 6.75 1.70 2.89
  DE000A2JJ1W5 1.52B 6.16 1.12 2.56
  BHF Total Return FT 1.52B 6.06 1.02 2.62

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 1.59 239.72 +0.15%
  Microsoft US5949181045 1.42 415.64 -6.03%
  NVIDIA US67066G1040 1.13 123.06 -0.52%
Future on E-mini S&P 500 Futures - 0.94 - -
  Amazon.com US0231351067 0.89 236.10 -0.41%

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
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.

LP65039769 Comments

Write your thoughts about Siemens Balanced
 
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 Apple
Continue with Google
or
Sign up with Email