
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.320 | 5.110 | 0.790 |
Shares | 91.170 | 91.170 | 0.000 |
Bonds | 4.430 | 4.430 | 0.000 |
Other | 0.090 | 0.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.994 | 18.107 |
Price to Book | 3.007 | 2.749 |
Price to Sales | 2.235 | 2.094 |
Price to Cash Flow | 12.025 | 11.000 |
Dividend Yield | 1.977 | 2.305 |
5 Years Earnings Growth | 9.551 | 9.681 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.250 | 24.040 |
Financial Services | 17.800 | 16.660 |
Consumer Cyclical | 10.050 | 10.620 |
Industrials | 10.020 | 10.969 |
Healthcare | 9.200 | 12.415 |
Communication Services | 8.530 | 8.995 |
Consumer Defensive | 5.430 | 7.190 |
Energy | 3.370 | 3.286 |
Basic Materials | 2.860 | 6.342 |
Utilities | 2.280 | 3.104 |
Real Estate | 2.190 | 4.332 |
Number of long holdings: 7
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares ESG Aware MSCI USA | US46435G4257 | 51.43 | 142.82 | -2.70% | |
iShares ESG Aware MSCI EAFE | US46435G5163 | 20.80 | 91.84 | -1.85% | |
iShares ESG Aware MSCI EM | US46434G8630 | 9.75 | 42.19 | -3.70% | |
iShares Short Treasury Bond ETF | - | 8.34 | - | - | |
SPDR® S&P 500® ESG ETF | - | 6.36 | - | - | |
iShares ESG Aware MSCI USA Small-Cap ETF | - | 2.95 | - | - | |
Mexico (United Mexican States) 0% | MXLFGO000247 | 0.37 | - | - | |
Mexico (United Mexican States) | MXLFGO0002L7 | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fondo Monex N A | 71.45M | 3.11 | 15.06 | 8.05 | ||
Fondo Monex N BEC-1 | 71.45M | 2.40 | 14.03 | 7.30 | ||
Fondo Monex N BFC-1 | 71.45M | 1.79 | 13.10 | 5.95 | ||
Fondo Monex G BMC-1 | 60.32M | 0.32 | 11.35 | - | ||
Fondo Monex G A | 60.32M | 1.26 | 12.70 | 2.46 |
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.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review