Other OTC - Delayed Quote USD

Amundi Fds US Eq ESG Imprv I2 USD C (0P0001KGM9)

1,484.30 -0.03 (-0.00%)
At close: April 19 at 4:00 PM EDT

Fund Summary

Amundi Fds US Eq ESG Imprv I2 USD C

信義路5段7號台北101大樓32樓之一
+886 2 8101 0696

Fund Overview

Category --
Fund Family Amundi Luxembourg S.A.
Net Assets --
YTD Return 6.67%
Yield 0.00%
Morningstar Rating
Inception Date Jul 18, 2023

Fund Operations

Fees & Expenses

Expense 0P0001KGM9 Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Chen-Chen Shih is Vice President, Senior Quantitative Analyst, and a member of the US Equity Research Team at Amundi US. Based in Boston, she is responsible for developing quantitative stock selection models and collaborating with the fundamental equity research and portfolio management teams. Prior to joining Amundi US, Chen-Chen was a Senior Vice President, Quantitative Equity Portfolio Manager and Researcher at Wells Capital Management. Prior to that, she worked at Wellington Management Company, State Street Global Advisors, and Fidelity. She started her career at MSCI Barra. She holds a M.S. in Operations Research from Stanford University, M.A. in Mathematics from Pennsylvania State University and a B.S. in Mathematics from National Central University. She is a CFA® charterholder

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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