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Morningstar Growth Fund - Class A (0P00007FKF)

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0.827 0.001    0%
29/11 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 252.02M
Type:  Fund
Market:  Australia
Issuer:  Morningstar Inv Management Australia Ltd
ISIN:  AU60INT00367 
Asset Class:  Equity
Morningstar Growth Fund 0.827 0.001 0%

0P00007FKF Overview

 
Find basic information about the Morningstar Growth Fund - Class A 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 0P00007FKF MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 10.12%
Prev. Close0.826
Risk Rating
TTM Yield7.88%
ROE18.98%
IssuerMorningstar Inv Management Australia Ltd
TurnoverN/A
ROA7.47%
Inception DateJul 07, 2000
Total Assets252.02M
ExpensesN/A
Min. Investment500,000
Market Cap36.84B
CategoryMultisector Growth
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Morningstar Growth Fund - Class A Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 931 980 949 1075 1228 2016
Fund Return -6.91% -1.97% -5.11% 2.45% 4.19% 7.26%
Place in category 34 108 46 103 90 48
% in Category 24 63 29 66 62 43

Top Equity Funds by Morningstar Inv Management Australia Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Morningstar International Shares Un 753.02M -6.60 7.83 14.06
  Morningstar Growth Real Return Fund 430.63M -3.75 2.83 6.95
  Morningstar Australian Shares Fund 322.01M -12.15 1.09 7.44
  Morningstar International Shares He 259.89M -11.46 6.62 10.98
  Morningstar Multi Asset Real Return 234.38M -1.00 3.30 7.99

Top Funds for Multisector Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Growth Index Fund AU 8.83B -10.63 3.11 8.13
  Ipac Select Index Balanced 4.65B -10.03 3.12 7.76
  North Index Balanced 4.65B -10.03 3.12 7.76
  AMP Capital Future Directions Balan 3.98B -7.90 4.24 8.00
  AMP Capital Future Directions BalaA 3.98B -8.97 3.15 7.41

Top Holdings

Name ISIN Weight % Last Change %
  Morningstar Australian Shares Fund AU60INT00227 10.22 1.178 0%
Morningstar Australian Bonds Z AU60INT00011 8.78 - -
Morningstar Global Opportunities Class Z AU60INT25240 8.27 - -
Ms Div Alt Fund - 7.67 - -
  Morningstar International Shares Unhedged Fund AU60INT00524 6.14 1.032 -0.44%

Technical Summary

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