ANALYSISDetailed information of fund ES0137657005 • Real-time updated data

Caixabank Smart RV Emergente FI

ES0137657005MSCI EM NR USD
€7.43
Last Price
Invalid Date
YTD Return
+3.67%
Year to date
Last 90 Days
+8.24%
Quarterly
Base Currency
EUR
Currency

Price History

Data from 31 de enero de 2018 to 11 de marzo de 2026

Basic Information

Full Name
Caixabank Smart RV Emergente FI
Short Name
0P0001CJXS.F
Region
US
Data Source
Delayed Quote

Commissions and Fees

Commission TypeValue
Management Commission0.33%
Performance CommissionN/A
Custody Commission0.02%
Ongoing Charges0.36%
Redemption Commission0.00%
Subscription Commission0.00%

Sector Distribution

SectorWeight
energy4.15%
utilities2.35%
healthcare4.06%
realestate1.60%
technology24.20%
industrials7.18%
basic materials6.23%
consumer cyclical13.06%
consumer defensive3.99%
financial services22.91%
communication services10.28%

Main Holdings

NameSymbolPercentage
Amundi IS MSCI Emerging Markets ETF DR CAEME.PA18.24%
iShares MSCI EM ETF USD AccIEMA.L18.19%
iShares MSCI EM ETF USD DistIEEM.SW10.09%
iShares Core MSCI EM IMI ETF USD AccEIMI7.00%

Asset Distribution

bond
0.00%
cash
46.51%
other
0.00%
stock
53.47%
preferred
0.02%
convertible
0.00%

Bond Characteristics

MetricValueCategory Average
DurationN/AN/A
MaturityN/AN/A
Credit QualityN/AN/A

Equity Metrics

MetricValueCategory Average
Price/EarningsN/AN/A
Price/BookN/AN/A
Price/SalesN/AN/A
Price/CashflowN/AN/A
Median Market CapN/AN/A
3 Year Earnings GrowthN/AN/A

Additional Information

Benchmark
N/A
Fund Assets
285,7M€
Class Assets
285,7M€
Start Date
31/01/2018
Fund Information
Family: Caixabank Asset Management SGIIC
Bond Ratings
US_GOVERNMENT: 35.72%
Legal Notice: The information displayed is for informational purposes only and does not constitute personalized financial advice. Past returns do not guarantee future results. Consider your risk tolerance and investment objectives before making decisions.
Caixabank Smart RV Emergente FI (ES0137657005) - Detailed Analysis | The Stock Club