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Investors Mutual Small Cap Fund (0P0000820G)

Sydney

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1.807 +0.004 +0.22%

30/01 - Closed. Currency in AUD

Type: Fund

Market: Australia

Issuer: Investors Mutual Limited

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	3.790	3.790	0.000
Stocks	96.210	96.210	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.870	16.981
Price to Book	1.537	1.827
Price to Sales	0.940	1.258
Price to Cash Flow	2.679	6.640
Dividend Yield	3.480	4.182
5 Years Earnings Growth	10.313	8.165

Sector Allocation

Name	Net %	Category Average
Industrials	22.290	15.239
Healthcare	15.490	14.172
Technology	12.200	4.685
Consumer Cyclical	10.190	15.541
Financial Services	9.780	24.313
Energy	7.620	3.516
Communication Services	7.010	10.058
Consumer Defensive	6.590	4.012
Real Estate	4.830	4.640
Basic Materials	2.610	6.087
Utilities	1.390	1.585

Region Allocation

Equities

North America
Asia
Australasia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 70

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Aurizon Holdings	AU000000AZJ1	3.79	3.280	+0.61%
SG Fleet Group Ltd	AU000000SGF1	3.09	3.440	-0.29%
Kelsian	AU0000186678	3.04	3.82	+0.79%
Integral Diagnostics Ltd	AU000000IDX2	2.94	3.12	+2.97%
Tabcorp Holdings	AU000000TAH8	2.70	0.680	+3.01%
Clearview Wealth	AU000000CVW9	2.54	0.375	0.00%
Readytech	AU0000043002	2.51	3.190	0.00%
Trajan Group Holdings	AU0000150526	2.49	0.92	-2.13%
Hansen Tech	AU000000HSN3	2.28	5.47	+1.86%
Ampol	AU0000088338	2.28	29.10	0.00%

Top Equity Funds by Investors Mutual Limited

Name	Total Assets	YTD%	3Y%	10Y%
Investors Mutual WS Australian Shar	1.63B	7.43	5.63	6.22
Investors Mutual Equity Income	514.22M	7.24	7.50	6.23
Investors Mutual WS Future Leaders	458.03M	15.04	3.31	7.24
Investors Mutual Concentrated Austr	209.13M	4.33	3.07	6.44
Investors Mutual All Industrials Sh	165.5M	11.64	6.47	6.21

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Investors Mutual .	1.807	+0.004	+0.22%