Listado de fondos de

RV USA Cap. Grande Growth

Renta Variable - RV EEUU Cap. Grande Blend

Fondos que invierten principalmente en renta variable de empresas estadounidenses de gran capitalización que son más "caras" o se espera que crezcan más rápido que otras empresas similares. Se consideran de "capitalización grande" aquellos títulos de renta variable cuya capitalización se encuentran entre el 70% mayor del mercado estadounidense. Por "Crecimiento" se entiende altas tasas de crecimiento de beneficios, ventas, valor contable y flujos de caja) y altas valoraciones (PER altos y baja rentabilidad por dividendo). La mayoría de estos fondos se centra en empresas de sectores en rápida expansión. Al menos el 75% del patrimonio estará invertido en renta variable, y al menos el 75% de ésta será renta variable estadounidense.

Patrimonio

18.989 M€

Fondos

51 347 clases

Gestoras

Riesgo

Rentabilidades de los fondos

Rentabilidad anualizada


Listado de todos los fondos

Rentabilidad anualizada

# Fondo Patrimonio Riesgo Rentabilidad Volatilidad DrawDown
1 Threadneedle American Fund 2.670M€ 5 12,08% 8,41% -4,04% 11,94% 15,07% -12,83% 17,66% 13,03% -12,83%
2 Pioneer Fds U.S. Fundamental Growth 2.329M€ 5 8,79% 7,30% -3,97% 10,01% 12,33% -10,43% 17,24% 10,86% -10,43%
3 Vontobel US Equity 1.754M€ 5 11,42% 7,84% -4,33% 13,67% 11,90% -8,70% 16,92% 10,66% -8,70%
4 Legg Mason CB US Aggressive Growth Fund 1.562M€ 6 1,64% 9,18% -9,93% 5,41% 16,35% -17,75% 15,32% 14,18% -17,75%
5 AB FCP I American Growth Portfolio 1.522M€ 5 15,56% 8,75% -3,89% 14,52% 13,56% -10,80% 21,00% 11,88% -10,80%
6 UBS (Lux) ES USA Growth (USD) 1.404M€ 5 16,45% 8,06% -1,90% 11,82% 14,14% -14,68% 16,56% 12,29% -14,68%
7 Threadneedle American Select Fund 1.342M€ 5 9,90% 8,51% -5,12% 12,00% 15,44% -14,92% 15,66% 13,15% -14,92%
8 T. Rowe Price US Large Cap Growth Eq Fd 1.259M€ 5 19,74% 8,60% -1,15% 16,65% 15,82% -14,08% 21,03% 14,23% -14,08%
9 Parvest Equity USA Growth 815M€ 5 13,66% 6,92% -3,19% 11,89% 12,92% -12,19% 16,64% 12,66% -13,50%
10 Legg Mason CB US Large Cap Growth Fund 809M€ 5 9,77% 6,40% -4,30% 13,05% 12,15% -10,32% 18,88% 10,87% -10,32%
11 Fidelity American Growth Fund 783M€ 5 7,37% 6,90% -4,96% 9,27% 13,40% -13,66% 16,56% 12,09% -13,66%
12 Loomis Sayles US Growth Equity Fund 760M€ 5 16,06% 6,59% -0,76% - - - - - -
13 AB SICAV I Concentrated US Equity Port 585M€ 5 6,91% 6,93% -5,19% 10,78% 13,03% -12,56% - - -
14 Lyxor Nasdaq-100 ETF 545M€ 6 18,44% 9,37% -3,79% 17,23% 14,89% -13,99% 22,86% 12,91% -13,99%
15 T. Rowe Price US Blue Chip Equity Fund 511M€ 5 19,96% 8,65% -1,14% - - - - - -
16 The Alger American Asset Growth Fund 464M€ 5 15,86% 8,73% -2,80% 11,94% 13,90% -13,07% 17,65% 12,16% -13,07%
17 MFS® Meridian US Concentrated Growth Fd 389M€ 5 12,98% 8,09% -3,50% 10,36% 12,34% -10,89% 14,81% 10,77% -10,89%
18 PrivilEdge Wellington Large Cap US Rsrch 376M€ 5 5,34% 7,37% -5,87% 8,25% 11,95% -13,26% 15,05% 11,14% -13,26%
19 BGF US Growth Fund 346M€ 5 19,07% 9,09% -0,97% 13,79% 14,71% -15,40% 18,18% 13,26% -15,40%
20 Brown Advisory US Flexible Equity Fund 310M€ 5 11,61% 7,57% -4,83% 10,97% 13,17% -12,09% - - -
21 Brown Advisory US Equity Growth 300M€ 5 15,54% 9,14% -4,36% 12,06% 13,16% -12,00% 15,26% 11,29% -12,00%
22 PrivilEdge Sands US Growth 270M€ 6 -0,68% 16,60% -17,72% 13,82% 16,75% -17,72% - - -
23 Janus Henderson US Forty Fund 228M€ 5 12,58% 9,22% -2,25% 11,09% 14,54% -14,25% 17,83% 12,80% -14,25%
24 Threadneedle American Extended Alpha Fd 196M€ 5 12,79% 8,64% -3,64% 13,51% 15,01% -13,03% 17,28% 13,00% -13,03%
25 Threadneedle (Lux) American 192M€ 5 12,48% 7,89% -3,55% 11,15% 13,14% -11,87% 16,59% 11,66% -11,87%
26 EDM Intern. SICAV American Growth 170M€ 5 30,59% 6,54% -0,82% 14,91% 12,46% -10,71% 16,53% 11,78% -10,71%
27 Pictet-US Equity Selection 169M€ 5 8,28% 7,84% -6,06% 8,44% 13,35% -12,49% 14,24% 11,93% -12,49%
28 AXAWF Fram American Growth 138M€ 5 11,34% 7,46% -3,32% 8,97% 14,12% -16,45% 15,09% 12,38% -16,45%
29 Aberdeen Global North American Equity Fd 123M€ 5 6,76% 7,76% -6,60% 7,18% 13,76% -15,53% 11,99% 11,84% -15,53%
30 Seilern Stryx America Fund 96M€ 5 14,86% 9,10% -3,03% 16,57% 12,04% -6,53% 20,96% 11,17% -6,53%
31 NN (L) US Growth Equity 93M€ 5 13,60% 7,98% -4,16% 11,94% 13,19% -10,94% 18,01% 11,69% -10,94%
32 Wells Fargo (Lux) WF US Lrg Cap Gr Fd 88M€ 6 18,89% 6,62% -2,13% 12,70% 13,42% -12,78% 18,47% 13,03% -12,78%
33 Amundi Fds Wells Fargo US Mid Cap 59M€ 5 5,63% 8,90% -7,40% 8,10% 14,75% -16,25% 12,45% 13,07% -16,25%
34 Brown Advisory American 57M€ 5 9,15% 7,61% -5,31% 10,99% 13,35% -12,68% 14,83% 11,58% -12,68%
35 Brown Advisory US Sust Gr Fd 57M€ 5 - - - - - - - - -
36 Mirabaud Equities US 55M€ 6 8,81% 7,31% -5,25% 6,66% 11,86% -11,31% 11,69% 10,42% -11,31%
37 PGIM Jennison US Growth 28M€ 5 23,02% 8,12% -2,08% 16,51% 14,16% -14,90% 20,80% 12,48% -14,90%
38 GS US Focused Growth Equity Portfolio 25M€ 5 11,05% 9,28% -4,53% 8,47% 13,92% -15,42% 13,38% 12,30% -15,42%
39 JSS Sustainable Equity - USA 19M€ 5 3,73% 8,11% -7,09% 4,85% 16,15% -23,93% 15,72% 14,63% -23,93%
40 Calamos US Growth Fund 15M€ 6 14,19% 8,90% -11,34% 13,79% 13,30% -14,14% 13,17% 11,79% -14,14%
41 Lord Abbett U.S. Growth Leaders Fund 12M€ 5 16,70% 8,08% -2,21% - - - - - -
42 NB America Growth Fund R 10M€ 5 6,69% 8,01% -6,29% 6,38% 13,41% -17,59% 10,85% 11,62% -17,59%
43 SEB Life Intl US Equity 8M€ - 1,36% 9,05% -11,03% 6,49% 19,69% -23,32% 12,91% 16,15% -23,32%
44 Harris Associates Concentrated US Eq Fd 7M€ 6 19,80% 11,40% -5,88% - - - - - -
45 Neuberger Berman US Large Cap Growth 7M€ - 4,32% 17,96% -10,93% 13,46% 12,90% -10,93% 14,90% 13,27% -13,46%
46 Laboral Kutxa Bolsa USA FI 5M€ 5 13,49% 5,75% -1,32% 9,01% 11,15% -10,62% 10,86% 10,18% -10,62%
47 Legg Mason CB Growth Fund 4M€ 5 22,57% 9,38% -2,78% 11,06% 10,65% -12,60% 17,58% 12,90% -12,60%
48 Wells Fargo (Lux) WF-US Prem Gr 3M€ 6 5,27% 12,85% -11,48% 13,56% 13,86% -13,14% - - -
49 TCW Funds Select Equities 2M€ - 15,32% - - - - - - - -
50 Janus US Fund 2M€ 5 17,01% 8,11% -8,85% 16,91% 13,70% -11,72% 14,25% 11,68% -11,72%
51 ILI Morgan Stanley US Advantage USD 1M€ - 14,59% 9,09% -4,69% 13,94% 14,63% -11,51% 18,26% 12,49% -11,51%

Para aquellos fondos que tengan más de una clase se está utilizando la rentabilidad y datos asociados de la clase con mayor patrimonio.

Aviso legal sobre productos

Los datos de evolución y rentabilidad se muestran con fines informativos. Rentabilidades pasadas no son garantía de rentabilidades futuras ni indicadores fiables de la evolución futura de un activo.
Fuente: Morningstar.