Breaking News
Upgrade 0
📈 💰 Our AI knew ViaSat had strong potential… now it's up +94.99%
Unlock full list
Close

Ef2 Fundo De Investimento Financeiro Mult Créd Priv - Resp Limitada (0P0000U8VJ)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
5.687 +0.019    +0.33%
28/08 - Delayed Data. Currency in BRL
Type:  Fund
Market:  Brazil
ISIN:  BREFDFCTF002 
S/N:  11.349.797/0001-53
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 102.64M
EF2 FUNDO DE INVESTIMENTO MULTIMERCADO CREDITO PRI 5.687 +0.019 +0.33%

0P0000U8VJ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the EF2 FUNDO DE INVESTIMENTO MULTIMERCADO CREDITO PRI (0P0000U8VJ) fund. Our EF2 FUNDO DE INVESTIMENTO MULTIMERCADO CREDITO PRI portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 5.670 7.450 1.780
Shares 1.380 2.370 0.990
Bonds 39.980 40.350 0.370
Preferred 0.540 0.540 0.000
Other 52.430 52.780 0.350

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 7.931 10.566
Price to Book 1.184 1.381
Price to Sales 0.519 1.520
Price to Cash Flow 3.094 11.546
Dividend Yield 5.937 5.769
5 Years Earnings Growth 7.167 13.542

Sector Allocation

Name  Net % Category Average
Basic Materials 44.620 22.535
Financial Services 17.750 5.589
Consumer Defensive 14.250 -4.573
Industrials 11.980 -42.251
Consumer Cyclical 11.250 25.629
Healthcare 6.790 -19.092
Energy 5.250 37.051
Technology 1.130 23.488
Communication Services -0.350 -15.974
Real Estate -3.080 38.972
Utilities -9.600 41.598

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 47

Number of short holdings: 1

Name ISIN Weight % Last Change %
Itaú Soberano Simples FIC FI RF - 10.98 - -
Itaú Custódia Soberano Simples FIC FI RF - 10.69 - -
SECRETARIA TESOURO NACIONAL 01/06/30 BRSTNCLF1RQ4 8.05 - -
3perfinp - Perfin Pwm Multi M - Kyg7305w1096 - Btgp - 571,72708 - 5.99 - -
  Tesouro IPCA + NTNB 6 15-Aug-2030 BRSTNCNTB3B8 5.36 4,110.540 +0.47%
  Tesouro IPCA + NTNB 6 15-Aug-2026 BRSTNCNTB4U6 4.24 4,332.090 +0.10%
3pwmclae - Pwm Pe Fund Class E - Kyg7306f1138 - Pwmpe - 470,923 - 4.10 - -
3msdesta - Msd Real Est Cr Opii - Us3msd000013 - Itaú - 652,27735 - 3.63 - -
Capstone Macro PWM FIC FIM - 3.37 - -
3pwmpefu - Pwm Pe Fund Class D - Kyg7306f1054 - Pwmpe - 377,8431 - 2.91 - -

Top Other Funds by Perfin Wealth Management Ltda.

  Name Rating Total Assets YTD% 3Y% 10Y%
  PWM CHALLENGER RT FUNDO DE INVESTIM 330.21M 4.58 10.90 12.47
  ONGO PRAZO INVESTIMENTO NO EXTERIOR 398.56M 4.49 5.13 11.68
  PWM JASPE FUNDO DE INVESTIMENTO MUL 295.52M 8.53 10.27 9.38
  NOVA BOSSA FUNDO DE INVESTIMENTO MU 109.24M 2.45 7.47 5.35
  PWM COMMANDER FUNDO DE INVESTIMENTO 149.21M 1.35 7.71 7.54
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000U8VJ Comments

Write your thoughts about Ef2 Fundo De Investimento Financeiro Mult Créd Priv - Resp Limitada
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email