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Wellington Us Research Equity Fund Usd D Ac (0P0000JB8H)

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73.043 +0.420    +0.58%
01/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.02B
Type:  Fund
Market:  Luxembourg
Issuer:  Wellington Management Company LLP
ISIN:  LU0412097049 
Asset Class:  Equity
Wellington US Research Equity Fund D USD Acc 73.043 +0.420 +0.58%

0P0000JB8H Overview

 
Find basic information about the Wellington Us Research Equity Fund Usd D Ac 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 0P0000JB8H MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change29.9%
Prev. Close72.62
Risk Rating
TTM Yield0%
ROE30.14%
IssuerWellington Management Company LLP
TurnoverN/A
ROA13.33%
Inception DateFeb 02, 2009
Total Assets1.02B
Expenses1.64%
Min. Investment5,000
Market Cap212.49B
CategoryUS Large - Cap Blend Equity
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Wellington Us Research Equity Fund Usd D Ac Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1139 1068 1201 1154 1723 2707
Fund Return 13.89% 6.77% 20.1% 4.88% 11.49% 10.47%
Place in category 1529 1811 1202 1413 1061 510
% in Category 67 81 57 82 72 62

Top Equity Funds by Wellington Luxembourg S.à r.l.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wellington Global Quality Growth Fu 6.84B 15.39 3.21 11.81
  Wellington US Research Equity Fund 1.02B 2.09 7.56 10.98
  Wellington Global Research Equity u 989.94M 1.71 5.37 8.65
  Wellington Global Select Capital Ap 100.55M 13.34 0.77 10.16
  Wellington Global Opportunities Equ 31.3M 14.38 3.13 8.44

Top Funds for US Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPI US Select Equity Fund I acc USD 8.65B 21.00 10.53 12.98
  JPI US Select Equity Fund I dist US 8.65B 21.01 10.53 -
  JPI US Select Equity Fund X acc USD 8.65B 6.95 11.06 12.91
  JPMorgan America Eq Fund I Acc USD 7.7B 22.26 12.50 13.63
  JPMorgan America Eq Fund C dist USD 7.7B 22.20 12.44 13.57

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 6.28 222.01 -0.40%
  Microsoft US5949181045 6.12 408.46 -0.47%
  Amazon.com US0231351067 5.50 195.78 -1.09%
  Alphabet A US02079K3059 5.40 169.24 -1.20%
  NVIDIA US67066G1040 5.09 136.05 +0.48%

Technical Summary

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