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Wellington Us Research Equity Fund Usd D Ac (0P0000JB8H)

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75.502 +0.850    +1.14%
20/12 - Closed. Currency in USD
Type:  Fund
Market:  Luxembourg
ISIN:  LU0412097049 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 910.25M
Wellington US Research Equity Fund D USD Acc 75.502 +0.850 +1.14%

0P0000JB8H Overview

 
Find basic information about the Wellington Us Research Equity Fund Usd D Ac 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 0P0000JB8H MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change22.46%
Prev. Close74.652
Risk Rating
TTM Yield0%
ROE30.70%
IssuerN/A
TurnoverN/A
ROA15%
Inception DateFeb 02, 2009
Total Assets910.25M
Expenses1.65%
Min. Investment5,000
Market Cap231.37B
CategoryUS Large - Cap Blend Equity
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Wellington Us Research Equity Fund Usd D Ac Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1239 1062 1298 1231 1804 2726
Fund Return 23.93% 6.23% 29.81% 7.18% 12.53% 10.55%
Place in category 1443 1504 1443 1404 1099 542
% in Category 67 70 69 81 74 65

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wellington Global Quality Growth Fu 6.5B 24.67 5.57 11.89
  Wellington Global Research Equity u 982.82M 21.51 6.90 9.42
  Wellington US Research Equity Fund 910.25M 24.99 8.19 11.59
  Wellington Global Select Capital Ap 105.34M 21.57 4.54 10.54
  Wellington Global Opportunities Equ 31.92M 21.66 5.45 8.55

Top Funds for US Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPI US Select Equity Fund X acc USD 9.01B 28.56 10.50 13.71
  LU0087133087 9.01B 27.91 9.91 13.04
  LU0070214290 9.01B 26.74 8.82 11.96
  LU0115097544 9.01B 26.13 8.26 11.38
  JPI US Select Equity Fund I acc USD 9.01B 27.95 9.95 13.09

Top Holdings

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 7.47 134.70 +3.08%
  Microsoft US5949181045 6.61 436.60 -0.10%
  Apple US0378331005 6.07 254.49 +1.88%
  Amazon.com US0231351067 4.86 224.92 +0.73%
  Alphabet A US02079K3059 4.62 191.41 +1.54%

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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