Atlante Target Italy A
Ticker
IE00B1V6R242.IR
ISIN
IE00B1V6R242
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
3
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
To achieve long term capital appreciation by investing mainly in Italian equity market.
Market
US
Category
Italy Equity
Expense Ratio
4.39%
Fund family
-
Morningstar
3
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 25.08% |
| Consumer cyclical | 24.47% |
| Basic materials | 17.82% |
| Industrials | 13.24% |
| Technology | 7.44% |
| Utilities | 5.69% |
| Energy | 2.27% |
| Realestate | 2.02% |
| Healthcare | 1.97% |
| Communication services | 0.00% |
| Consumer defensive | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| Fut Mar 16 Idem Ftse Mib | 11.76% | |
| IITOF.MI | Intesa Sanpaolo Non-convertible | 6.94% |
| MLSKF.MI | Moleskine SpA | 6.82% |
| FCAU.MI | Fiat Chrysler Automobiles NV | 6.0% |
| CEM.MI | Cementir Holding SpA | 5.27% |
| MDIEF.MI | Mediaset | 5.22% |
| MN.MI | Arnoldo Mondadori Editore SpA | 4.97% |
| ESOCF.MI | ENEL Ente Nazionale per L'Energ Elet SPA | 4.85% |
| MDIBF.MI | Mediobanca SpA | 4.81% |
| FINMF.MI | Finmeccanica SpA | 4.41% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| CLSA | Cabana Target Leading Sector Aggressive ETF | US30151E632 | PCX | 0.69% | 3 | -17.49 | -- |
| CLSC | Cabana Target Leading Sector Conservative ETF | US30151E632 | PCX | 0.69% | 3 | -10.57 | -- |
| CLSM | Cabana Target Leading Sector Moderate ETF | US30151E632 | PCX | 0.69% | 3 | -10.76 | -- |
| CRBN | iShares MSCI ACWI Low Carbon Target ETF | US46434V4648 | PCX | 0.20% | 3 | -0.16 | |
| DFAT | Dimensional U.S. Targeted Value ETF | US25434V609 | PCX | 0.29% | 4 | +17.30 | |
| IE00B1V6R242.IR | Atlante Target Italy A | IE00B1V6R242 | YHD | 4.39% | 3 | -11.30 | +1.04 |
| IE00B1W6DN61.IR | Dimensional Emerging Mkt Targeted Val | IE00B1W6DN61 | YHD | 0.97% | 3 | ||
| IE00B1W6DP85.IR | Dimensional Emerg Mkt Targeted Val B | IE00B1W6DP85 | YHD | 0.97% | 3 | +1.39 | +0.90 |
| IE00B1W6DQ92.IR | Dimensional Emerg Mkt Targeted Val C | IE00B1W6DQ92 | YHD | 0.97% | 3 | ||
| IE00B1W6DR00.IR | Dimensional Emerg Mkt Targeted Val D | IE00B1W6DR00 | YHD | 0.97% | 3 | ||
| IE00B2PC0609.IR | Dimensional Global Targeted Value Fund USD Accumulation | IE00B2PC0609 | ISE | 3 | +8.81 | +0.95 | |
| IE00B2PC0716.IR | Dimensional Global Targeted Value B € | IE00B2PC0716 | YHD | 0.66% | 3 | +9.72 | +0.98 |
| IE00B2PC0823.IR | Dimensional Global Targeted Value Fund GBP Distributing | IE00B2PC0823 | ISE | 3 | |||
| IE00B2PC0930.IR | Dimensional Global Targeted Value Fund GBP Accumulation | IE00B2PC0930 | ISE | 3 | |||
| IE00B57Z8L94.IR | Albemarle Target Italy I | IE00B57Z8L94 | ISE | 3 | -11.30 | +1.04 | |
| IE00B640PD51.IR | Dimensional Global Targeted Value $ Inc | IE00B640PD51 | YHD | 0.66% | 3 | ||
| IE00B6897102.IR | Dimensional Global Targeted Value | IE00B6897102 | YHD | 0.66% | 3 | -2.05 | +1.00 |
| IE00BYRC8G84.IR | BNY Mellon Targeted Return Bd A USD Acc | IE00BYRC8G84 | YHD | 1.69% | 3 | +1.79 | +0.50 |
| IE00BYRCJS78.IR | BNY Mellon Global Funds PLC - BNY Mellon Targeted Return Bond Fund | IE00BYRCJS78 | YHD | 0.84% | 3 | ||
| KNG | FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF | US33739Q705 | BTS | 0.75% | 3 | +6.30 | -- |
| LOWC | SPDR MSCI ACWI Low Carbon Target ETF | US78463X194 | PCX | 0.20% | 3 | ||
| TDSA | Cabana Target Drawdown 5 ETF | US30151E731 | PCX | 0.69% | 3 | -11.52 | -- |
| TDSB | Cabana Target Drawdown 7 ETF | US30151E723 | PCX | 0.69% | 3 | -9.49 | -- |
| TDSC | Cabana Target Drawdown 10 ETF | US30151E715 | PCX | 0.69% | 3 | -10.88 | -- |
| TDSD | Cabana Target Drawdown 13 ETF | US30151E699 | PCX | 0.69% | 3 | -12.61 | -- |
| TDSE | Cabana Target Drawdown 16 ETF | US30151E681 | PCX | 0.69% | 3 | -11.57 | -- |
| TDTF | FlexShares iBoxx 5-Year Target Duration TIPS Index Fund | US33939L605 | PCX | 0.18% | 4 | +0.74 | |
| TDTT | FlexShares iBoxx 3-Year Target Duration TIPS Index Fund | US33939L506 | PCX | 0.18% | 4 | -0.08 | |
| TFLT | Global X TargetIncome Plus 2 ETF | US37954Y590 | BTS | 0.64% | 3 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend. - Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend. - Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction. - Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend. - Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce. - Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk. - Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.