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Welzia Ahorro 5 Fi (184694034)

Madrid

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12.84 -0.01 -0.05%

02/04 - Closed. Currency in EUR

Type: Fund

Market: Spain

Issuer: Welzia Management SGIIC

ISIN: ES0184694034

Asset Class: Equity

Morningstar Rating:
Total Assets: 63.44M

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Welzia Ahorro 5 Fi Overview

Find basic information about the Welzia Ahorro 5 Fi 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 184694034 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ES0184694034)

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Rating

1-Year Change3.54%

Prev. Close12.85

Risk Rating

TTM Yield0%

ROE22.04%

IssuerWelzia Management SGIIC

Turnover837%

ROA8.62%

Inception DateAug 06, 2005

Total Assets63.44M

Expenses1.11%

Min. Investment100

Market Cap78.73B

CategoryEUR Cautious Allocation - Global

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1016	1010	1059	1092	1177	1113
Fund Return	1.62%	1.03%	5.95%	2.98%	3.31%	1.08%
Place in category	1020	913	1706	423	204	520
% in Category	40	38	67	22	12	53

Top Equity Funds by Welzia Management SGIIC

Name	Total Assets	YTD%	3Y%	10Y%
Welzia USA Equity FI	22.57M	3.07	6.20	4.56
Welzia Crecimiento 15 FI	20.3M	2.17	4.30	4.11
INVERVILLADA	3.02M	4.02	2.94	-

Top Funds for EUR Cautious Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
Quality Inversion Conservadora FI	5.28B	1.18	2.21	0.31
Bankia Soy Asi Cauto FI	2.52B	0.92	1.66	0.80
Sabadell Prudente Base FI	1.67B	1.53	1.37	0.57
Sabadell Prudente Empresa FI	1.67B	1.56	1.57	-
Sabadell Prudente Plus FI	1.67B	1.56	1.57	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
Spain (Kingdom of) 1.4%	ES0000012B88	8.69	-	-
Vontobel Fund Euro Short Term Bond I EUR	LU0278091037	6.72	120.590	+0.10%
Fidelity Funds - Euro Short Term Bond Fund Y-Acc-E	LU0346393704	6.61	27.669	-0.02%
Candriam Bonds Euro Government Class I EUR Cap	LU0156671926	6.41	2,414.480	+0.38%
Source S&P 500 Hedged	IE00BRKWGL70	5.87	40.45	-5.18%

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
Welzia Ahorro 5 F.	12.84	-0.01	-0.05%
AXA World Funds -.	191.280	+0.480	+0.25%
JPMorgan Funds - .	118.317	+0.417	+0.35%
Russell Investmen.	1,153.000	+5.830	+0.51%
Pictet-Indian Equ.	764.910	-4.030	-0.52%
Mediolanum BB Cou.	11.714	+0.020	+0.17%
European Investme.	92.000	0.000	0.00%
GAM Star Fund plc.	18.098	-0.412	-2.22%