Breaking News
Get 60% Off 0
Black Friday Sale! Save huge on InvestingPro
Get up to 60% off
Close

Blk Portafolio Estratégico Gold Crecimiento Sa De Cv F.i.r.v. B2-b (0P000082JJ)

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
 
3.463 +0.030    +0.98%
27/11 - Delayed Data. Currency in MXN
Type:  Fund
Market:  Mexico
Issuer:  Impulsora de Fondos Banamex SA de CV
ISIN:  MX52GO0A0034 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.33B
Horizontes Balanceados 4 SA de CV S.I.R.V. B2-B 3.463 +0.030 +0.98%

0P000082JJ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Horizontes Balanceados 4 SA de CV S.I.R.V. B2-B (0P000082JJ) fund. Our Horizontes Balanceados 4 SA de CV S.I.R.V. B2-B portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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

Name  Net %  Long %  Short %
Cash 13.890 32.830 18.940
Stocks 52.870 52.870 0.000
Bonds 31.000 31.000 0.000
Other 2.240 2.240 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.595 17.550
Price to Book 2.746 2.961
Price to Sales 1.870 2.090
Price to Cash Flow 12.420 12.085
Dividend Yield 2.280 2.148
5 Years Earnings Growth 12.378 12.351

Sector Allocation

Name  Net % Category Average
Technology 24.130 26.731
Financial Services 14.530 12.860
Consumer Defensive 10.960 9.709
Industrials 10.440 9.897
Healthcare 8.740 8.052
Consumer Cyclical 8.410 8.910
Communication Services 8.260 9.466
Basic Materials 7.690 7.358
Real Estate 2.530 3.514
Energy 2.440 2.616
Utilities 1.870 2.292

Region Allocation

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

Top Holdings

Number of long holdings: 85

Number of short holdings: 10

Name ISIN Weight % Last Change %
  Horizonte Banamex Cuatro SA de CV S.I.R.V. M0-A MX52BL0A0056 29.13 5.990 +2.26%
  iShares $ Treasury Bond 0-1yr UCITS MXN Hedged (Ac IE00BJ5JMP33 18.80 8,195.00 +0.00%
  iShares $ Treasury Bond 3-7yr UCITS MXN Hedged (Ac IE00BMWB9633 16.45 5,974.60 +0.00%
  iShares NAFTRAC MX1BNA060014 7.34 50.20 +0.00%
  BLK Liquidez Gubernamental México - Muy Corto Plaz MX51BL0E00C1 5.40 3.309 0%
  iShares $ Short Duration Corp Bond UCITS MXN Hedge IE00BDDRH631 3.42 826.00 +0.00%
iShares GSCI Cmd Dyn Roll Stgy ETF - 2.21 - -
BLKEM1 M0-A MX52BL090047 2.03 - -
  iShares S&P 500 USD Info Tech IE00B3WJKG14 1.57 31.480 +1.29%
iShares ESG Aware MSCI EM ETF - 1.25 - -

Top Equity Funds by BlackRock Mexico Operadora, SA de CV

  Name Rating Total Assets YTD% 3Y% 10Y%
  Horizontes Balanceados 3 SA de CV S 17.75B 12.93 6.35 6.74
  Horizontes Balanceados 3 SA B1 C 17.75B 11.82 5.11 5.49
  Horizonte Banamex Cuatro SA B1 D 13.65B 37.62 2.96 10.49
  Horizonte Banamex Cuatro SA M0 A 13.65B 40.42 -1.63 10.69
  Horizonte Banamex Cuatro SA B0 E 13.65B 39.64 4.77 12.25
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.

0P000082JJ Comments

Write your thoughts about Blk Portafolio Estratégico Gold Crecimiento Sa De Cv F.i.r.v. B2-b
 
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