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Trend Bolsa Americana Fundo De Investimento Em Ações (0P0001EP9C)

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2.494 -0.020    -0.82%
18/11 - Closed. Currency in BRL
Type:  Fund
Market:  Brazil
Issuer:  XP Vista Asset Management Ltda
ISIN:  BR00BBCTF006 
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 346.13M
TREND BOLSA AMERICANA FUNDO DE INVESTIMENTO MULTIM 2.494 -0.020 -0.82%

Trend Bolsa Americana Fundo De Investimento Em Ações Overview

 
Find basic information about the Trend Bolsa Americana Fundo De Investimento Em Ações 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 0P0001EP9C MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: BR00BBCTF006)
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Rating
1-Year Change34.84%
Prev. Close2.514
Risk Rating
TTM Yield0%
ROE33.34%
IssuerXP Vista Asset Management Ltda
TurnoverN/A
ROA12.27%
Inception DateSep 14, 2018
Total Assets346.13M
Expenses0.71%
Min. Investment100
Market Cap1,066.75B
CategoryUS Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1231 1042 1417 1486 2221 -
Fund Return 23.13% 4.19% 41.68% 14.13% 17.31% -
Place in category - - - - - -
% in Category - - - - - -

Top Other Funds by XP Allocation Asset Management Ltda.

  Name Rating Total Assets YTD% 3Y% 10Y%
  BR02WNCTF003 911.04M 45.68 1.93 -
  XP CREDITO ESTRUTURADO 360 FI EM C 617.98M 11.64 13.55 -
  TREND INFLACAO FUNDO DE INVESTIME 287.15M 5.82 10.15 -
  BR03JCCTF001 217.3M 57.06 15.37 -
  BR037WCTF003 204.63M 10.35 -0.50 -

Top Funds for US Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Western Asset US Index 500 FI Multi 1.22B 23.45 14.90 17.88
  SAFRA S&P REAIS PB FUNDO DE INVESTI 961.96M 23.15 14.74 -
  BR04LCCTF005 889.11M 32.70 19.01 -
  BR04M8CTF001 456.82M 42.19 8.68 -
  BR04L2CTF005 229.17M 38.90 1.85 -

Top Holdings

Name ISIN Weight % Last Change %
  Trend Crsp U.S. Large Cap BRUSALCTF005 56.94 14.75 +1.44%
  Vanguard Large-Cap US9229086379 18.08 273.33 +0.59%
SECRETARIA TESOURO NACIONAL 01/09/25 BRSTNCLF1RD2 15.95 - -
SECRETARIA TESOURO NACIONAL 01/03/27 BRSTNCLF1RG5 1.77 - -
  Brazil 0 01-Mar-2026 BRSTNCLF1RE0 1.29 15,635.190 +0.04%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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