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Fondo Inbursa Sa De Cv S.i.r.v. B-2 (0P0000VJOZ)

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196.343 -1.210    -0.61%
23/12 - Delayed Data. Currency in MXN
  • Morningstar Rating:
  • Total Assets: 17.81B
Type:  Fund
Market:  Mexico
Issuer:  Operadora Inbursa de S.de Inv. SA de CV
ISIN:  MX52IN010046 
Asset Class:  Equity
Fondo Inbursa B-2 196.343 -1.210 -0.61%

0P0000VJOZ Overview

 
Find basic information about the Fondo Inbursa Sa De Cv S.i.r.v. B-2 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 0P0000VJOZ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 6.84%
Prev. Close197.551
Risk Rating
TTM Yield0%
ROE9.15%
IssuerOperadora Inbursa de S.de Inv. SA de CV
Turnover1.47%
ROA3.46%
Inception DateFeb 21, 2012
Total Assets17.81B
Expenses1.50%
Min. Investment500,001
Market Cap94.19B
CategoryMXN Moderate Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 950 987 1009 1243 1396 1493
Fund Return -4.99% -1.34% 0.88% 7.52% 6.89% 4.09%
Place in category 226 233 226 32 64 55
% in Category 97 97 97 15 33 69

Top Equity Funds by Operadora Inbursa de S.de Inv. SA de CV

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ibuplus A 70.04B 0.04 10.11 5.77
  Ibuplus B 70.04B 0.04 10.11 5.77
  Fondo Inbursa A 17.81B -4.48 8.15 4.70
  Fondo Inbursa B-1 17.81B -5.50 6.89 3.49
  Fondo Inbursa B-3 17.81B -4.48 8.15 4.70

Top Funds for MXN Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ibuplus A 70.04B 0.04 10.11 5.77
  Ibuplus B 70.04B 0.04 10.11 5.77
  Fondo BBVA Bancomer RV18 A 25.19B 10.53 9.87 -
  Fondo BBVA Bancomer RV18 C 25.19B 8.20 7.36 -
  Fondo BBVA Bancomer RV18 E 25.19B 9.13 8.36 -

Top Holdings

Name ISIN Weight % Last Change %
  Grupo Financiero Inbursa MXP370641013 12.08 43.190 -1.71%
  Grupo Carso MXP461181085 7.50 112.320 -0.64%
  America Movil M MX01AM050019 7.32 14.370 +1.13%
  Promotora del Desarrollo de MXFFFI1Z0009 6.30 95.00 0.00%
  FCC ES0122060314 5.91 8.920 +1.02%

Technical Summary

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