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Swisscanto (ch) Institutional Pension Fund I (ipf I) - Swc (ch) Ipf I Index Equity Fund Usa Nt Usd (0P0000S0O4)

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563.295 +3.830    +0.68%
23/12 - Closed. Currency in USD
Type:  Fund
Market:  Switzerland
Issuer:  Swisscanto Fondsleitung AG
ISIN:  CH0117044732 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 4.23B
Swisscanto CH IPF I Index Equity Fund USA N Klasse 563.295 +3.830 +0.68%

Swisscanto (ch) Institutional Pension Fund I (ipf I) - Swc (ch) Ipf I Index Equity Fund Usa Nt Usd Overview

 
Find basic information about the Swisscanto (ch) Institutional Pension Fund I (ipf I) - Swc (ch) Ipf I Index Equity Fund Usa Nt Usd 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 0P0000S0O4 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: CH0117044732)
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Rating
1-Year Change27.52%
Prev. Close559.468
Risk Rating
TTM YieldN/A
ROE32.59%
IssuerSwisscanto Fondsleitung AG
TurnoverN/A
ROA15.07%
Inception DateApr 18, 2011
Total Assets4.23B
Expenses0%
Min. Investment1
Market Cap309.73B
CategoryUS Large - Cap Blend Equity
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Performance

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1284 1078 1344 1366 2084 3494
Fund Return 28.39% 7.75% 34.44% 10.97% 15.82% 13.33%
Place in category 332 403 370 323 167 27
% in Category 14 17 15 18 11 4

Top Equity Funds by Swisscanto Fondsleitung AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Swisscanto CH IPF III Index EquWORL 5.97B 17.21 6.98 10.36
  Swisscanto CH IPF III Index EquiPV 5.97B 17.03 6.77 10.17
  Swisscanto CH Index Equity Fund MSA 1.53B 22.24 8.83 9.86
  Swisscanto CH Index Equity Fund MSN 1.53B 22.48 9.06 10.21
  Swisscanto CH Index Equity Fund MSW 1.53B 16.73 6.38 9.70

Top Funds for US Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  CH0565892822 7.31B 20.55 8.04 -
  Pictet CH Institutional North AmerU 3.02B 19.56 7.28 11.46
  Pictet CH Institutional North AmeZX 3.02B 20.34 8.09 12.51
  Credit Suisse Institutional Fund 2.17B 28.36 10.89 13.32
  Credit Suisse Institutional FundEUI 1.92B 27.48 10.53 13.09

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 6.76 258.20 +1.15%
  NVIDIA US67066G1040 6.39 140.22 +0.39%
  Microsoft US5949181045 5.63 439.33 +0.94%
  Amazon.com US0231351067 3.66 229.05 +1.77%
  Meta Platforms US30303M1027 2.37 607.75 +1.32%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Strong Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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