Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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The Mexico Fund, Inc. (the Fund) is a non-diversified closed-end management investment company with the investment objective of long-term capital appreciation through investments in securities, primarily equity, listed on the Mexican Stock Exchanges. The Fund will generally invest at least 80% of its total assets in equity securities listed on the Mexican Stock Exchange but may reduce its holdings in equity securities listed on the Mexican Stock Exchange below 80% of its total assets for temporary defensive purposes when unusual market or economic conditions occur. The Fund may invest up to 20% of its assets in issuers that are listed on the Mexican Stock Exchanges, but which are organized outside of Mexico, provided each such issuer has a subsidiary organized in Mexico. It may also invest in dollar-denominated deposits and dollar-denominated investments such as United States Treasuries and Mexican Sovereign Debt, among others. Its investment adviser is Impulsora del Fondo Mexico, S.C. more
Time Frame | MXF | S&P500 |
---|---|---|
1-Week Return | 2.77% | -0.5% |
1-Month Return | 8.4% | 3.78% |
3-Month Return | 5.93% | 1.05% |
6-Month Return | -6.89% | 11.36% |
1-Year Return | -22.84% | 22.21% |
3-Year Return | -4.62% | 37.46% |
5-Year Return | 1.19% | 79.11% |
10-Year Return | -34.6% | 188.38% |
Time Frame | MXF | S&P500 |
---|---|---|
1-Week Return | 315.67% | -23.00% |
1-Month Return | 166.80% | 57.05% |
3-Month Return | 26.32% | 4.33% |
6-Month Return | -13.48% | 24.38% |
1-Year Return | -22.84% | 22.21% |
3-Year Return | -1.56% | 11.19% |
5-Year Return | 0.24% | 12.36% |
10-Year Return | -4.16% | 11.17% |
Stock name | Ticker | Weight |
---|---|---|
| - | 14% |
| - | 11.07% |
| - | 10.52% |
| - | 7.04% |
| - | 6.79% |
| - | 4.18% |
| - | 3.98% |
| - | 3.82% |
| - | 3.36% |
| - | 3.08% |
Sector | Weight |
---|---|
Consumer staples | 35.37% |
Materials | 26.08% |
Financials | 12.04% |
Industrials | 11.82% |
Consumer discretionary | 6.95% |
All Others | 7.74% |