Edmond de Rothschild Fund - Big Data CRM EUR

Morningstar Medalist Rating
  • NAV / 1-Day Return€172.64  /  −2.58%
  • Fund Size€2.8B
  • Adjusted Expense Ratio—
  • Net Expense Ratio1.470%
  • Fee Level: DistributionAverage
  • Share Class Type—
  • Morningstar CategorySector Equity Technology
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment—
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio—

Morningstar’s Analysis

Will Edmond de Rothschild Fund - Big Data CRM EUR outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

EdRF Big Data CRM EUR holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings38.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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