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 Iii Sa De Cv F.i.r.v. Fa (0P0000IRSK)

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
 
34.048 -0.230    -0.66%
15/11 - Closed. Currency in MXN
Type:  Fund
Market:  Mexico
Issuer:  Principal Fondos de Inversión SA de CV
ISIN:  MX52PR120016 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 702.65M
Principal SAM III SA de CV S.I.R.V. FA 34.048 -0.230 -0.66%

0P0000IRSK Overview

 
Find basic information about the Principal Sam Iii Sa De Cv F.i.r.v. Fa 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 0P0000IRSK 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 Change26.24%
Prev. Close34.275
Risk Rating
TTM Yield0%
ROE22.81%
IssuerPrincipal Fondos de Inversión SA de CV
Turnover0.72%
ROA9.76%
Inception DateAug 04, 2008
Total Assets702.65M
Expenses1.50%
Min. Investment1
Market Cap1,182.37B
CategoryMXN Aggressive Allocation
What is your sentiment on Principal SAM III SA de CV S.I.R.V. FA?
or
Market is currently closed. Voting is open during market hours.

Principal Sam Iii Sa De Cv F.i.r.v. Fa 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 1199 1081 1292 1007 1295 1930
Fund Return 19.88% 8.06% 29.23% 0.25% 5.31% 6.79%
Place in category 22 26 17 85 59 18
% in Category 24 28 19 87 73 28

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 XB 1.18B 17.41 1.97 6.01
  Principal SAM II MB 1.18B 17.70 2.34 -
  Principal SAM II SA de CV SIRV MC 1.18B 16.65 1.26 5.12
  Principal SAM II SA de CV SIRV A 1.18B 19.48 4.17 8.31
  Principal SAM II SA de CV SIRV XC 1.18B 17.07 1.62 5.73

Top Funds for MXN Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Citiacciones Flexible A 14.12B -3.38 6.65 3.98
  Citiacciones Flexible B0-B 14.12B -3.48 6.52 3.81
  BLK PEG Oportunidad A 4.43B 19.52 3.83 8.15
  Fondo Accivalmex SA de CV SIRV B0 4.43B 18.83 3.12 7.36
  Fondo Accivalmex SA de CV SIRV M2 4.43B 16.63 0.85 5.26

Top Holdings

Name ISIN Weight % Last Change %
  ishares S&P 500 US4642872000 18.03 588.66 -1.27%
PRINRVA FFX MX52PR3R00E0 13.63 - -
PEMERGE FFX MX52PE0600E2 13.35 - -
iShares Short Treasury Bond ETF - 10.43 - -
Vanguard S&P 500 ETF - 7.89 - -

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.

0P0000IRSK Comments

Write your thoughts about Principal Sam Iii Sa De Cv F.i.r.v. Fa
 
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