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

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217.691 +1.302    +0.60%
27/06 - Closed. Currency in MXN
Type:  Fund
Market:  Mexico
ISIN:  MX52IN010046 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 18.94B
Fondo Inbursa B-2 217.691 +1.302 +0.60%

0P0000VJOZ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Fondo Inbursa B-2 (0P0000VJOZ) fund. Our Fondo Inbursa B-2 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 15.350 15.350 0.000
Shares 79.610 79.610 0.000
Bonds 5.050 5.050 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 7.776 18.234
Price to Book 1.145 2.891
Price to Sales 0.690 2.080
Price to Cash Flow 2.298 11.163
Dividend Yield 2.060 2.184
5 Years Earnings Growth 9.501 10.160

Sector Allocation

Name  Net % Category Average
Industrials 37.460 11.071
Communication Services 20.930 9.638
Financial Services 16.970 14.062
Basic Materials 15.310 6.899
Consumer Defensive 3.920 9.370
Consumer Cyclical 3.500 8.822
Real Estate 1.890 3.376
Technology 0.010 25.923

Region Allocation

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

Top Holdings

Number of long holdings: 72

Number of short holdings: 0

Name ISIN Weight % Last Change %
  Grupo Financiero Inbursa MXP370641013 11.62 49.540 +0.26%
  FCC ES0122060314 8.87 12.340 +3.01%
  America Movil M MX01AM050019 7.95 16.440 -0.78%
  Grupo Carso MXP461181085 7.32 134.300 -4.01%
  Operadora de Sites Mexicanos MX01SI0C0002 6.58 17.11 +0.88%
Fideal 20 - 5.57 - -
Gob de Mexico CETES 24/07/25 MXBIGO000WD2 5.47 - -
  Industrias CH MXP524131127 3.90 171.98 -0.01%
  Corporacion Interamericana de Entretenimiento MXP201161017 3.65 33.380 0.00%
  Sitios Latinoamerica MX01LA080025 2.50 3.13 +0.32%

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ibuplus B 66.16B 10.11 7.66 7.10
  Ibuplus A 66.16B 10.24 7.71 7.12
  Fondo Inbursa A 18.94B 12.38 6.09 6.15
  Fondo Inbursa B-1 18.94B 11.32 4.70 4.87
  Fondo Inbursa B-3 18.94B 11.85 5.93 6.10
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