Swiss - Delayed Quote CHF

SZKB Ethikfonds Ausgewogen A (0P0001901Q.SW)

122.35 +0.13 (+0.11%)
As of January 8 at 9:00:00 PM GMT+1. Market Open.
Loading Chart for 0P0001901Q.SW
DELL
  • Previous Close 122.22
  • YTD Return 9.55%
  • Expense Ratio 0.00%
  • Category --
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 278.99M
  • Beta (5Y Monthly) 0.76
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.44
  • Inception Date Mar 1, 2021

Schwyzer Kantonalbank

Fund Family

--

Fund Category

278.99M

Net Assets

2021-03-01

Inception Date

Performance Overview: 0P0001901Q.SW

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Trailing returns as of .

YTD Return

0P0001901Q.SW
9.55%
Category
0.00%
 

1-Year Return

0P0001901Q.SW
11.89%
Category
0.00%
 

3-Year Return

0P0001901Q.SW
0.52%
Category
0.00%
 

5-Year Return

0P0001901Q.SW
2.23%
Category
0.00%
 

Holdings: 0P0001901Q.SW

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Top 1 Holdings (0.43% of Total Assets)

SymbolCompany% Assets
JBL
JBL 0.43%

Sector Weightings

Sector0P0001901Q.SW
Healthcare   20.84%
Technology   18.48%
Industrials   11.77%
Real Estate   4.39%
Utilities   0.00%
Energy   0.00%

Recent News: 0P0001901Q.SW

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Research Reports: 0P0001901Q.SW

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