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Ibuplus Sa De Cv S.i.r.v. B (0P000082XA)

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74.755 +0.114    +0.15%
07/08 - Delayed Data. Currency in MXN
Type:  Fund
Market:  Mexico
ISIN:  MX52IB020015 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 66.69B
Ibuplus B 74.755 +0.114 +0.15%

0P000082XA Overview

 
Find basic information about the Ibuplus Sa De Cv S.i.r.v. B mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000082XA MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10.26%
Prev. Close74.641
Risk Rating
TTM Yield0%
ROE8.62%
IssuerN/A
Turnover1.77%
ROA4.11%
Inception DateSep 17, 2004
Total Assets66.69B
Expenses0.25%
Min. Investment1
Market Cap131.25B
CategoryMXN Moderate Allocation
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Ibuplus Sa De Cv S.i.r.v. B Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1109 1029 1118 1267 1737 2039
Fund Return 10.87% 2.86% 11.79% 8.21% 11.67% 7.38%
Place in category 7 169 110 108 5 6
% in Category 6 73 44 44 4 8

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ibuplus A 66.69B 11.05 8.27 7.40
  Fondo Inbursa A 19.12B 12.84 6.91 6.33
  Fondo Inbursa B-1 19.12B 11.33 5.43 5.03
  Fondo Inbursa B-2 19.12B 11.70 6.05 5.65
  Fondo Inbursa B-3 19.12B 12.09 6.67 6.26

Top Funds for MXN Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ibuplus A 66.69B 11.05 8.27 7.40
  Fondo BBVA Bancomer RV18 A 33.49B 6.92 11.33 -
  Fondo BBVA Bancomer RV18 C 33.49B 5.50 8.78 -
  Fondo BBVA Bancomer RV18 E 33.49B 6.07 9.80 -
  Fondo BBVA Bancomer RV18 GB 33.49B 6.68 10.89 -

Top Holdings

Name ISIN Weight % Last Change %
  Grupo Financiero Inbursa MXP370641013 12.01 50.350 -0.91%
  America Movil M MX01AM050019 10.72 17.710 +0.11%
  Grupo Carso MXP461181085 7.91 130.640 -1.67%
  Operadora de Sites Mexicanos MX01SI0C0002 6.50 16.90 +1.62%
  FCC ES0122060314 5.62 10.720 0.00%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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