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Fuh Hwa Heirloom Balance Fund (0P00006AIJ)

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38.589 -0.450    -1.15%
20/12 - Delayed Data. Currency in TWD
  • Morningstar Rating:
  • Total Assets: 3.06B
Type:  Fund
Market:  Taiwan
Issuer:  Fuh Hwa Securities Investment Tr Co Ltd
ISIN:  TW000T2206Y8 
Asset Class:  Equity
Fuh Hwa Heirloom Balance Fund 38.589 -0.450 -1.15%

0P00006AIJ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Fuh Hwa Heirloom Balance Fund (0P00006AIJ) fund. Our Fuh Hwa Heirloom Balance Fund 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 17.070 17.070 0.000
Stocks 74.520 74.520 0.000
Bonds 4.590 4.590 0.000
Convertible 3.170 3.170 0.000
Other 0.650 0.650 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 20.358 15.856
Price to Book 3.763 3.014
Price to Sales 4.531 2.287
Price to Cash Flow 19.777 13.437
Dividend Yield 1.452 2.928
5 Years Earnings Growth 22.828 19.325

Sector Allocation

Name  Net % Category Average
Technology 63.070 62.457
Industrials 18.840 11.053
Consumer Cyclical 4.920 10.139
Financial Services 4.810 4.149
Communication Services 3.410 4.510
Healthcare 2.840 4.972
Utilities 2.100 1.090

Region Allocation

  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 50

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Taiwan Semicon TW0002330008 6.95 1,035.00 -3.27%
  MPI TW0006223001 4.79 872.00 -2.35%
  Delta Electronics TW0002308004 3.76 412.00 -1.08%
  eMemory Tech TW0003529004 3.56 3,350.00 -2.05%
  Jentech TW0003653002 3.05 1,425.00 -0.70%
Taiwan(Government Of) TW000A091090 3.01 - -
  AVC TW0003017000 2.95 634.00 +0.16%
  Yageo TW0002327004 2.81 525.00 -0.19%
Fositek Corp Ordinary Shares TW0006805005 2.79 - -
  Fittech TW0006706005 2.72 135.50 -1.45%

Top Equity Funds by Fuh Hwa Securities Investment Tr Co Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fuh Hwa High Growth Fund 9.97B 26.04 7.25 14.57
  Fuh Hwa Small Capital Fund 9.78B 14.40 0.81 15.31
  Fuh Hwa Heirloom No 2 Balance Fund 9.48B 12.71 0.47 11.88
  Fuh Hwa Life Goal Balance Fund 6.75B 11.86 0.70 10.22
  TW000T22C2Y4 4.36B 6.45 -1.57 -
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