Swiss - Delayed Quote CHF

SZKB Ethikfonds Ausgewogen IA (0P0001901R.SW)

1,228.66 +1.41 (+0.11%)
As of January 8 at 9:00:00 PM GMT+1. Market Open.
Loading Chart for 0P0001901R.SW
DELL
  • Previous Close 1,227.25
  • YTD Return 9.96%
  • 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 8.88
  • Inception Date Mar 1, 2021

Schwyzer Kantonalbank

Fund Family

--

Fund Category

278.99M

Net Assets

2021-03-01

Inception Date

Performance Overview: 0P0001901R.SW

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Trailing returns as of .

YTD Return

0P0001901R.SW
9.96%
Category
0.00%
 

1-Year Return

0P0001901R.SW
12.34%
Category
0.00%
 

3-Year Return

0P0001901R.SW
0.92%
Category
0.00%
 

5-Year Return

0P0001901R.SW
2.64%
Category
0.00%
 

Holdings: 0P0001901R.SW

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Top 1 Holdings (0.43% of Total Assets)

SymbolCompany% Assets
JBL
Jabil Inc. 0.43%

Sector Weightings

Sector0P0001901R.SW
Healthcare   20.84%
Technology   18.48%
Industrials   11.77%
Real Estate   4.39%
Utilities   0.00%
Energy   0.00%

Recent News: 0P0001901R.SW

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Research Reports: 0P0001901R.SW

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