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SP 500   1,655   13.81  Index Moved Down -0.83%
HZPLAZOB2 HZPLAZOB0 HZPLAZOC0 HZPLAZOB1 Small Value Macroaxis 20 Precious Metals Electronics 
United States GSPC USD ...  |  Investing Toolset


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INGREALBF quote and profile

 
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2.19
  
FUND
0.00  No Change   0.00%  
May 23 2013 

Diversification Suggestion

Use INGREALBF to protect against small markets fluctuations. The fund experiences stable pattern. Watch out for signals
Analyze INGREALBF Trend or Check current 30 days INGREALBF correlation with market (S&P 500)
1 Month Beta 0.03  
Highest Price:  
Lowest Price:  
2.23  
2.19  
May 09 2013 
May 20 2013 
As returns on market increase, INGREALBF returns are expected to increase less than the market. However during bear market, the loss on holding INGREALBF will be expected to be smaller as well.
INGREALBF Small BetaINGREALBF Beta Legend
Number of Employees1
Net Asset1.43 B
 thisGreen INGREALBF INGREALBF.MX agains markets  0.00 % No Change  
 
 United States SP 500   0.83 % Macroaxis: 0.83 Moved Down  
 
 Mexico IPC   1.06 % Macroaxis: change 1.06 Moved Down  
 
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INGREALBF Price and Market Media

The median price of INGREALBF for the period between Tue, Apr 23, 2013 and Thu, May 23, 2013 is 2.2 with a coefficient of variation of 0.79. The daily time series for the period is distributed with a sample standard deviation of 0.02, arithmetic mean of 2.21, and mean deviation of 0.01. The Fund did not receive any noticable media coverage during the period.
INGREALBF         SP 500
Price Growth (%)
 

INGREALBF Summary

INGREALBF [INGREALBF] is traded in Mexico and was established in June 1, 2009. The fund is listed under MXN Long-Term Debt category and is part of SURA Investment Management Mex SA de CV family. This fund currently has accumulated 1.43 B in assets under management (AUM) with minimum initial investment of 1. INGREALBF is currenly generating return of 10.01%, while the total return for the last 3 years was 11.33%.

Fund Instrument Allocation for INGREALBF

The fund consists of 98.24% investments in fixed income securities, with the rest of funds allocated in cash.
Past Market
Over 30
Days
0
Out Of
100
 
Chance of
Less
Than
%
 
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INGREALBF Research Report

INGREALBF vs. BNMPZO

Correlation analysis and fundamentals comparison between INGREALBF and BNMPZO B2A

INGREALBF Asset Under Management

INGREALBF is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of MXN Long-Term Debt category is currently estimated at about 210.27 Billion. INGREALBF maintains roughly 1.43 Billion in net asset contributing less than 1% to funds under MXN Long-Term Debt category.

INGREALBF Fundamentals

Bond Positions Weight vs Holdings Turnover
Cash Position Weight vs Year to Date Return
Bond Positions Weight vs Net Asset
Three Year Return vs Year to Date Return

INGREALBF vs Competition

INGREALBF vs. BNMPZO B2A
INGREALBF vs. BNMPZO B0E
INGREALBF vs. BNMPZO C0B
INGREALBF vs. BNMPZO B1B
INGREALBF vs. BNMCP A
INGREALBF vs. BNMCP C0B
INGREALBF vs. APOLO12 M2
INGREALBF vs. APOLO 12B
INGREALBF vs. APOLO12 F2
INGREALBF vs. APOLO 12E

INGREALBF May 23 2013 Opportunity Range

Information Ratio(1.05)
Maximum Drawdown1.35
Value At Risk(1.35)

 
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