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Trend Bolsa Americana Alavancado Fundo De Investimento Em Ações (0P0001K98W)

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3.558 +0.070    +2.06%
20/12 - Closed. Currency in BRL
Type:  Fund
Market:  Brazil
Issuer:  XP Allocation Asset Management Ltda.
ISIN:  BR04O0CTF006 
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 103.74M
TREND BOLSA AMERICANA ALAVANCADO FUNDO DE INVESTIM 3.558 +0.070 +2.06%

Trend Bolsa Americana Alavancado Fundo De Investimento Em Ações Overview

 
Find basic information about the Trend Bolsa Americana Alavancado 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 0P0001K98W MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: BR04O0CTF006)
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Rating
1-Year Change51.13%
Prev. Close3.487
Risk Rating
TTM Yield0%
ROE32.92%
IssuerXP Allocation Asset Management Ltda.
TurnoverN/A
ROA12.35%
Inception DateJun 12, 2020
Total Assets103.74M
ExpensesN/A
Min. Investment100
Market Cap1,285.01B
CategoryUS Equity
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Performance

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1383 1056 1797 1467 - -
Fund Return 38.29% 5.64% 79.7% 13.64% - -
Place in category 23 20 3 14 - -
% in Category 39 34 5 23 - -

Top Other Funds by XP Allocation Asset Management Ltda.

  Name Rating Total Assets YTD% 3Y% 10Y%
  BR0D6SCTF005 3.06B 9.18 - -
  BR089ZCTF007 242.82M 24.14 1.78 -
  BR09K0CTF005 81.42M 70.86 -5.02 -
  BR02S5CTF003 20.57M 0.16 9.15 -
  BR05NJCTF003 12.05M 34.78 0.16 -

Top Funds for US Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Western Asset US Index 500 FI Multi 1.31B 23.45 14.90 17.88
  SAFRA S&P REAIS PB FUNDO DE INVESTI 1.08B 23.15 14.74 -
  BR04LCCTF005 1.07B 32.70 19.01 -
  BR04M8CTF001 589.24M 42.19 8.68 -
  BR00BBCTF006 439.45M 23.13 14.13 -

Top Holdings

Name ISIN Weight % Last Change %
  Trend Crsp U.S. Large Cap BRUSALCTF005 74.90 15.77 +2.27%
  Brazil 0 01-Mar-2026 BRSTNCLF1RE0 10.16 15,781.960 +0.04%
SECRETARIA TESOURO NACIONAL 01/09/25 BRSTNCLF1RD2 5.25 - -
SECRETARIA TESOURO NACIONAL 01/03/24 BRSTNCLF1RA8 3.74 - -
S&P 500 Index Future June 23 BRBMEFISP190 1.00 - -

Technical Summary

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