Breaking News
Get 55% Off 0
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Close

Caixabank Bolsa Usa Estándar Fi (138615036)

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
 
31.77 +0.10    +0.31%
19/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 480.19M
Type:  Fund
Market:  Spain
Issuer:  Caixabank Asset Management SGIIC
ISIN:  ES0138615036 
Asset Class:  Equity
Caixabank Bolsa USA FI 31.77 +0.10 +0.31%

138615036 Overview

 
Find basic information about the Caixabank Bolsa Usa Estándar Fi 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 138615036 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 Change33.37%
Prev. Close31.67
Risk Rating
TTM Yield0%
ROE33.71%
IssuerCaixabank Asset Management SGIIC
Turnover0%
ROA15.96%
Inception Date13/10/1998
Total Assets480.19M
Expenses1.06%
Min. Investment600
Market Cap302.61B
CategoryUS Large - Cap Blend Equity
What is your sentiment on Caixabank Bolsa USA FI?
or
Market is currently closed. Voting is open during market hours.

Caixabank Bolsa Usa Estándar Fi 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 1210 1028 1320 1316 1933 3177
Fund Return 21.02% 2.77% 32.02% 9.59% 14.09% 12.26%
Place in category 1209 1346 1331 868 834 491
% in Category 56 60 62 50 55 59

Top Equity Funds by Caixabank Asset Management SGIIC

  Name Rating Total Assets YTD% 3Y% 10Y%
  Caixabank Seleccion Tendencias Esta 2.59B 10.19 -0.24 7.63
  Caixabank Seleccion Tendencias Plus 2.59B 10.81 0.43 8.38
  Caixabank Comunicaciones FI 1.24B 26.92 10.98 16.10
  ES0115663009 994.56M 21.90 10.63 -
  Caixabank Multisalud Plus FI 718.37M 5.42 4.87 -

Top Funds for US Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Kutxabank Bolsa EEUU FI 19.76M 13.52 5.15 6.65
  ING Direct Fondo Naranja Standard&P 1.01B 21.24 9.85 12.92
  ES0115663009 994.56M 21.90 10.63 -
  ES0114565007 926.61M 22.10 10.81 -
  BBVA Bolsa USA FI 254.53M 15.72 5.61 9.55

Top Holdings

Name ISIN Weight % Last Change %
iShares Core S&P 500 ETF - 18.09 - -
  Source S&P 500 UCITS IE00B3YCGJ38 15.64 1,170.08 +1.23%
  iShares Core S&P 500 UCITS USD Dist IE0031442068 15.54 4,700.8 +1.46%
  SPDR S&P 500 US78462F1030 9.95 593.85 +0.57%
United States Treasury Bills 0% - 5.46 - -

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.

138615036 Comments

Write your thoughts about Caixabank Bolsa Usa Estándar Fi
 
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