Performance & Momentum
6 Months
2.60 %
1 Year
5.15 %
3 Years
13.60 %
5 Years
41.77 %
Strategic Analysis
CPREX is an active mutual fund specializing in U.S. growth and value stocks, combining disciplined stock selection with sector diversification. Its dynamic management aims to capture opportunities in the U.S. equity universe while mitigating risks related to market fluctuations.
Strengths
- Active management approach allowing rapid adaptation to market conditions
- Balanced exposure between U.S. growth stocks and traditional value stocks
- Strong performance track record over the medium and long term
Weaknesses
- Dependence on the U.S. market, exposing the fund to specific geopolitical and economic risks
- Lack of recent news, which may limit visibility on strategic adjustments
Momentum
Moderate momentum indicates stable performance without excessive recent volatility, suggesting a consolidation phase. This dynamic calls for vigilance regarding the fund's ability to quickly incorporate new trends or macroeconomic shocks.
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