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Investors Mutual Small Cap Fund (0P0000820G)

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1.684 +0.020    +0.94%
17/04 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 35.37M
Type:  Fund
Market:  Australia
Issuer:  Investors Mutual Limited
ISIN:  AU60IML00069 
Asset Class:  Equity
Investors Mutual Small Cap Fund 1.684 +0.020 +0.94%

0P0000820G Overview

 
Find basic information about the Investors Mutual Small Cap Fund 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 0P0000820G MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change16.01%
Prev. Close1.669
Risk Rating
TTM Yield2.48%
ROE3.24%
IssuerInvestors Mutual Limited
TurnoverN/A
ROA2.01%
Inception DateFeb 01, 2007
Total Assets35.37M
ExpensesN/A
Min. Investment50,000
Market Cap891.35M
CategoryEquity Australia Mid/Small Value
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Investors Mutual Small Cap Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1097 1097 1242 1231 1426 2534
Fund Return 9.74% 9.74% 24.21% 7.18% 7.35% 9.74%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Investors Mutual Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Mutual WS Australian Shar 1.63B 4.82 8.35 6.84
  Investors Mutual Equity Income 514.22M 5.20 10.41 7.02
  Investors Mutual WS Future Leaders 458.03M 9.43 6.31 8.05
  Investors Mutual Concentrated Austr 209.13M 4.90 7.33 7.70
  Investors Mutual All Industrials Sh 165.5M 7.14 8.61 6.73

Top Funds for Equity Australia Mid/Small Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Perpetual Wholesale Ethical SRI Fun 610.97M 11.48 11.08 8.79
  Investors Mutual WS Future Leaders 458.03M 9.43 6.31 8.05
  Microequities Deep Value Microcap F 195.35M 11.48 5.14 9.41
  Investors Mutual WS Australian Smal 135.09M 10.36 7.20 8.76
  AU60IOF02147 83.83M 12.51 -2.82 6.47

Top Holdings

Name ISIN Weight % Last Change %
  Aurizon Holdings AU000000AZJ1 4.15 3.900 -0.51%
  SG Fleet Group Ltd AU000000SGF1 3.91 3.150 -0.32%
  Clearview Wealth AU000000CVW9 3.28 0.590 -1.67%
  Skycity Entertainment NZSKCE0001S2 3.16 1.71 0.00%
  Sigma Pharma AU000000SIG5 2.97 1.275 -1.16%

Technical Summary

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