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

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69.785 -0.080    -0.11%
14/10 - Closed. Currency in MXN
Type:  Fund
Market:  Mexico
Issuer:  Operadora Inbursa de S.de Inv. SA de CV
ISIN:  MX52IB020015 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 71.05B
Ibuplus B 69.785 -0.080 -0.11%

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 Change7.82%
Prev. Close69.862
Risk Rating
TTM Yield0%
ROE10.89%
IssuerOperadora Inbursa de S.de Inv. SA de CV
Turnover1.77%
ROA3.91%
Inception DateSep 17, 2004
Total Assets71.05B
Expenses0.25%
Min. Investment1
Market Cap151.11B
CategoryMXN Moderate Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1013 1042 1094 1377 1737 1785
Fund Return 1.32% 4.2% 9.43% 11.24% 11.68% 5.97%
Place in category 224 210 226 5 1 22
% in Category 95 88 95 4 2 33

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ibuplus A 71.05B 1.32 11.24 5.97
  Fondo Inbursa A 18.05B -1.96 9.61 5.02
  Fondo Inbursa B-1 18.05B -2.82 8.34 3.80
  Fondo Inbursa B-2 18.05B -2.39 8.97 4.41
  Fondo Inbursa B-3 18.05B -1.96 9.61 5.02

Top Funds for MXN Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ibuplus A 71.05B 1.32 11.24 5.97
  Fondo BBVA Bancomer RV18 A 22.81B 9.41 9.80 -
  Fondo BBVA Bancomer RV18 C 22.81B 7.52 7.29 -
  Fondo BBVA Bancomer RV18 E 22.81B 8.28 8.29 -
  Fondo BBVA Bancomer RV18 GB 22.81B 9.09 9.37 -

Top Holdings

Name ISIN Weight % Last Change %
  Grupo Financiero Inbursa MXP370641013 10.94 46.260 -0.84%
  America Movil M MX01AM050019 8.83 16.230 +1.88%
  Grupo Carso MXP461181085 6.77 122.910 -0.61%
  Industrias CH MXP524131127 5.28 187.79 +0.00%
  iShares Short Treasury Bond US4642886794 5.10 110.35 +0.01%

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
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