Breaking News
Get 55% Off 0
🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% each
Unlock Stocks
Close

Principal Sam Ii Sa De Cv F.i.r.v. Xb (0P0000YWZP)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
28.390 -0.130    -0.45%
15/11 - Closed. Currency in MXN
Type:  Fund
Market:  Mexico
ISIN:  MX52PR110082 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.18B
Principal SAM II SA de CV S.I.R.V. XB 28.390 -0.130 -0.45%

0P0000YWZP Overview

 
Find basic information about the Principal Sam Ii Sa De Cv F.i.r.v. Xb 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 0P0000YWZP MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change22.57%
Prev. Close28.519
Risk Rating
TTM Yield0%
ROE24.66%
IssuerN/A
Turnover0.23%
ROA10.78%
Inception DateMay 17, 2013
Total Assets1.18B
Expenses1.90%
Min. Investment1
Market Cap1,612.47B
CategoryMXN Moderate Allocation
What is your sentiment on Principal SAM II SA de CV S.I.R.V. XB?
or
Market is currently closed. Voting is open during market hours.

Principal Sam Ii Sa De Cv F.i.r.v. Xb Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1174 1068 1244 1060 1278 1792
Fund Return 17.41% 6.83% 24.39% 1.97% 5.02% 6.01%
Place in category 110 109 86 168 137 22
% in Category 45 46 33 74 69 31

Top Equity Funds by Principal Fondos de Inversión SA de CV

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal SAM II SA de CV SIRV XA 1.18B 17.98 2.57 6.81
  Principal SAM II MA 1.18B 18.17 2.82 -
  Principal SAM II SA de CV SIRV MC 1.18B 16.65 1.26 5.12
  Principal SAM II MB 1.18B 17.70 2.34 -
  Principal SAM II SA de CV SIRV XC 1.18B 17.07 1.62 5.73

Top Funds for MXN Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ibuplus A 70.1B 0.65 10.26 6.01
  Ibuplus B 70.1B 0.65 10.26 6.01
  Fondo BBVA Bancomer RV18 GB 24.78B 9.10 9.15 -
  Fondo BBVA Bancomer RV18 P 24.78B 7.67 7.45 -
  Fondo BBVA Bancomer RV18 PV 24.78B 7.99 7.83 -

Top Holdings

Name ISIN Weight % Last Change %
Vanguard S&P 500 ETF - 13.89 - -
iShares Short Treasury Bond ETF - 11.96 - -
  Principal S SA de CV F.I.I.D.FFX MX51PR1300H5 9.93 59.282 +0.09%
  ishares S&P 500 US4642872000 8.31 588.66 -1.27%
Gob de Mexico BPAG91 (pgo. Trimestral) 11.02% 06/05/27 MXIQBP0701M3 6.49 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000YWZP Comments

Write your thoughts about Principal Sam Ii Sa De Cv F.i.r.v. Xb
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

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.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email