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Zurich Invest Institutional Funds - Zif Aktien Usa Chf A1 (0P0000640H)

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3,419.586 +27.410    +0.81%
06/02 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 1.13B
Type:  Fund
Market:  Switzerland
ISIN:  CH0024446715 
Asset Class:  Equity
Zurich Invest Institutional Funds - ZIF Aktien USA 3,419.586 +27.410 +0.81%

0P0000640H Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Zurich Invest Institutional Funds - ZIF Aktien USA (0P0000640H) fund. Our Zurich Invest Institutional Funds - ZIF Aktien USA 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 0.390 0.390 0.000
Stocks 99.590 99.590 0.000
Bonds 0.020 0.020 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 22.425 20.784
Price to Book 4.559 4.036
Price to Sales 3.363 2.781
Price to Cash Flow 16.186 14.737
Dividend Yield 1.320 1.534
5 Years Earnings Growth 12.042 10.906

Sector Allocation

Name  Net % Category Average
Technology 34.980 30.027
Financial Services 13.800 14.506
Consumer Cyclical 10.780 10.855
Communication Services 10.550 8.788
Healthcare 8.830 12.100
Industrials 8.190 8.737
Consumer Defensive 4.530 5.562
Energy 4.260 3.504
Basic Materials 2.650 2.702
Real Estate 0.800 2.240
Utilities 0.630 2.661

Region Allocation

  • North America
  • Developed Markets

Top Holdings

Number of long holdings: 194

Number of short holdings: 1

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 7.54 129.84 +0.90%
  Apple US0378331005 7.17 227.63 -2.40%
  Microsoft US5949181045 6.16 409.75 -1.46%
  Amazon.com US0231351067 4.34 229.15 -4.05%
  Meta Platforms US30303M1027 3.50 714.52 +0.36%
  Alphabet A US02079K3059 2.71 185.34 -3.27%
  Marvell US5738741041 2.15 110.62 -7.23%
  Home Depot US4370761029 2.07 407.37 -1.64%
  Netflix US64110L1061 1.91 1,013.93 -0.17%
  Oracle US68389X1054 1.74 174.46 +1.22%

Top Equity Funds by Zurich Invest AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Julius Baer Institutional BVG LPPb1 3.96B 7.67 0.30 3.34
  Julius Baer Institutional BVG LPPB2 3.96B 7.88 0.48 3.52
  Julius Baer Institutional BVG LPP F 3.96B 7.56 0.20 3.25
  Aktien USA Passiv CHF E3 2.24B 33.43 7.35 10.89
  Aktien USA Passiv CHF A1 2.24B 34.45 8.22 11.83
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