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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.140 | 5.900 | 1.760 |
Shares | 91.790 | 91.790 | 0.000 |
Bonds | 3.950 | 3.950 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.100 | 0.100 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.338 | 17.238 |
Price to Book | 2.773 | 2.652 |
Price to Sales | 1.996 | 2.005 |
Price to Cash Flow | 12.059 | 10.478 |
Dividend Yield | 2.098 | 2.361 |
5 Years Earnings Growth | 9.286 | 8.984 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.700 | 22.826 |
Financial Services | 18.000 | 17.058 |
Consumer Cyclical | 10.400 | 10.615 |
Industrials | 10.200 | 11.207 |
Healthcare | 9.590 | 12.996 |
Communication Services | 7.940 | 8.415 |
Consumer Defensive | 6.090 | 7.619 |
Energy | 3.430 | 3.498 |
Basic Materials | 2.950 | 6.093 |
Utilities | 2.370 | 3.046 |
Real Estate | 2.330 | 4.428 |
Number of long holdings: 7
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares ESG Aware MSCI USA | US46435G4257 | 48.70 | 136.58 | +0.72% | |
iShares ESG Aware MSCI EAFE | US46435G5163 | 21.81 | 89.23 | -0.02% | |
iShares ESG Aware MSCI EM | US46434G8630 | 9.48 | 39.60 | +0.51% | |
iShares Short Treasury Bond ETF | - | 7.75 | - | - | |
SPDR® S&P 500® ESG ETF | - | 6.18 | - | - | |
iShares ESG Aware MSCI USA Small-Cap ETF | - | 5.77 | - | - | |
Mexico (United Mexican States) | MXLFGO0002L7 | 0.32 | - | - | |
Mexico (United Mexican States) 0% | MXLFGO0003M3 | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fondo Monex N A | 69.13M | -2.11 | 11.01 | 7.58 | ||
Fondo Monex N BEC-1 | 69.13M | -2.49 | 10.03 | 6.83 | ||
Fondo Monex N BMC-1 | 69.13M | -2.49 | 10.03 | - | ||
Fondo Monex G A | 59.32M | -1.74 | 8.61 | 2.27 | ||
Fondo Monex G BFC-1 | 59.32M | -2.41 | 6.72 | - |
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