Breaking News
Subscribe Now 0
🎈 Up Big Today: Find today's biggest gainers (some over 50%!) with our free screener
Try Stock Screener
Close

Wellington Global Opportunities Equity Fund Usd S Ac (0P0000USXM)

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
 
36.164 +0.200    +0.56%
01/11 - Closed. Currency in USD
Type:  Fund
Market:  Luxembourg
Issuer:  Wellington Management Company LLP
ISIN:  LU0375738332 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 31.3M
Wellington Global Opportunities Equity Fund USD S 36.164 +0.200 +0.56%

0P0000USXM Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Wellington Global Opportunities Equity Fund USD S (0P0000USXM) fund. Our Wellington Global Opportunities Equity Fund USD S 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 0.780 2.600 1.820
Stocks 99.220 99.220 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 20.756 23.871
Price to Book 3.248 4.606
Price to Sales 2.653 3.408
Price to Cash Flow 13.851 16.464
Dividend Yield 1.394 1.249
5 Years Earnings Growth 12.712 13.171

Sector Allocation

Name  Net % Category Average
Technology 31.350 27.121
Financial Services 12.390 13.721
Consumer Cyclical 11.860 12.395
Healthcare 11.750 16.117
Industrials 10.070 11.964
Communication Services 7.190 8.277
Energy 4.540 3.011
Basic Materials 4.220 4.133
Utilities 3.530 2.489
Consumer Defensive 3.100 7.432

Region Allocation

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

Top Holdings

Number of long holdings: 89

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Microsoft US5949181045 5.25 408.46 -0.47%
  Alphabet C US02079K1079 4.14 170.70 -1.13%
  NVIDIA US67066G1040 4.08 136.05 +0.48%
  Apple US0378331005 3.98 222.07 -0.38%
  Amazon.com US0231351067 3.94 195.78 -1.09%
  Taiwan Semicon TW0002330008 2.59 1,040.00 +1.46%
  Eli Lilly US5324571083 2.15 806.14 -1.56%
  UnitedHealth US91324P1021 1.94 557.77 -1.72%
  Visa A US92826C8394 1.84 291.85 +0.38%
  Salesforce Inc US79466L3024 1.84 298.01 +1.12%

Top Equity Funds by Wellington Luxembourg S.à r.l.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wellington Global Quality Growth Fu 6.84B 15.39 3.21 11.81
  Wellington US Research Equity Fund 1.02B 2.09 7.56 10.98
  Wellington US Research Equity Fudd 1.02B 13.89 4.88 10.47
  Wellington Global Research Equity u 989.94M 1.71 5.37 8.65
  Wellington Global Select Capital Ap 100.55M 13.34 0.77 10.16
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.

0P0000USXM Comments

Write your thoughts about Wellington Global Opportunities Equity Fund Usd S Ac
 
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