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Blk Portafolio Estratégico Gold Crecimiento Sa De Cv F.i.r.v. B0-e (0P0000S9P5)

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4.710 -0.003    -0.06%
30/05 - Delayed Data. Currency in MXN
Type:  Fund
Market:  Mexico
ISIN:  MX52GO0A0018 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.93B
Horizontes Balanceados 4 SA de CV S.I.R.V. B0-E 4.710 -0.003 -0.06%

0P0000S9P5 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Horizontes Balanceados 4 SA de CV S.I.R.V. B0-E (0P0000S9P5) fund. Our Horizontes Balanceados 4 SA de CV S.I.R.V. B0-E 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 13.070 30.540 17.470
Shares 54.490 55.160 0.670
Bonds 31.570 31.580 0.010
Other 0.880 0.910 0.030

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.288 17.270
Price to Book 2.489 2.753
Price to Sales 1.825 1.988
Price to Cash Flow 10.475 10.802
Dividend Yield 2.429 2.222
5 Years Earnings Growth 9.818 10.696

Sector Allocation

Name  Net % Category Average
Technology 22.430 25.221
Financial Services 16.870 14.212
Consumer Defensive 11.340 9.556
Industrials 10.900 10.827
Communication Services 8.870 9.424
Consumer Cyclical 8.540 8.855
Healthcare 7.740 7.800
Basic Materials 6.430 7.103
Energy 2.620 2.719
Utilities 2.300 2.148
Real Estate 1.960 3.413

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 59

Number of short holdings: 10

Name ISIN Weight % Last Change %
  iShares $ Treasury Bond 3-7yr UCITS MXN Hedged (Ac IE00BMWB9633 15.88 6,339.25 +0.00%
  iShares NAFTRAC MX1BNA060014 10.55 58.00 -0.33%
  Horizonte Banamex Cuatro SA de CV S.I.R.V. M0-A MX52BL0A0056 9.85 5.740 -0.22%
  iShares $ Treasury Bond 0-3 Month UCITS MXN Hedged IE000CZ86N65 9.01 8,023.71 +0.03%
  ishares S&P 500 US4642872000 7.48 592.19 +0.01%
  BLK Liquidez Gubernamental México - Muy Corto Plaz MX51BL0E00C1 5.92 3.468 +0.02%
iShares MSCI Eurozone ETF - 4.60 - -
Mexico (United Mexican States) MX0MGO0000H9 4.37 - -
Mexico (United Mexican States) MX0MGO0001F1 4.23 - -
  iShares S&P 500 USD Info Tech IE00B3WJKG14 4.05 29.165 -0.03%

Top Equity Funds by BlackRock Mexico Operadora, SA de CV

  Name Rating Total Assets YTD% 3Y% 10Y%
  Horizontes Balanceados 3 SA de CV S 21.43B 1.98 8.00 6.48
  Horizontes Balanceados 3 SA B1 C 21.43B 1.59 6.74 5.24
  Horizonte Banamex Cuatro SA M0 A 12.63B -6.69 0.22 8.16
  Horizonte Banamex Cuatro SA B0 E 12.63B -6.88 7.61 9.69
  Horizonte Banamex Cuatro SA B1 A 12.63B -7.23 6.36 8.60
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