Breaking News
Get 45% Off 0
🤖 Market chaos? You're not alone. Look for ideas with our AI, beating S&P 500 by 12%+ YTD
Get Picks Here
Close

Amf Balansfond (0P00000EXD)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
394.850 -7.010    -1.74%
04/04 - Closed. Currency in SEK
Type:  Fund
Market:  Sweden
Issuer:  AMF Fonder
ISIN:  SE0000739179 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 27.72B
AMF Balansfond 394.850 -7.010 -1.74%

0P00000EXD Holdings

 
Comprehensive information about top holdings and Key Holding Information for the AMF Balansfond (0P00000EXD) fund. Our AMF Balansfond portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Shares 76.370 76.640 0.270
Bonds 38.170 38.170 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.279 16.391
Price to Book 2.463 2.502
Price to Sales 2.248 1.936
Price to Cash Flow 13.626 11.932
Dividend Yield 2.137 2.348
5 Years Earnings Growth 9.229 10.139

Sector Allocation

Name  Net % Category Average
Industrials 28.690 23.055
Financial Services 24.610 18.085
Technology 14.830 17.644
Healthcare 8.640 11.717
Consumer Cyclical 6.830 8.508
Basic Materials 5.120 4.522
Real Estate 4.960 3.917
Communication Services 2.580 6.680
Consumer Defensive 2.330 5.705
Energy 1.210 0.883
Utilities 0.190 1.456

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 284

Number of short holdings: 6

Name ISIN Weight % Last Change %
Staten 2År Future Mar 25 - 5.98 - -
  Investor A SE0015811955 4.54 311.65 0.00%
  Volvo B SE0000115446 4.29 245.10 -4.18%
Stadshypotek 2År Future Mar 25 - 3.68 - -
Staten 5År Future Mar 25 - 3.12 - -
  Atlas Copco B SE0017486897 3.10 127.8 -4.70%
Stadshypotek 5År Future Mar 25 - 3.09 - -
  SEB A SE0000148884 2.99 136.90 -6.10%
Sweden (Kingdom Of) 0.75% SE0009496367 2.94 - -
Skandinaviska Enskilda Banken AB (publ) 0.5% SE0013102043 2.10 - -

Top Equity Funds by AMF Fonder

  Name Rating Total Assets YTD% 3Y% 10Y%
  AMF Aktiefond Varlden 57.33B 4.27 10.03 9.35
  AMF Aktiefond Sverige 48.6B 8.37 7.64 7.55
  AMF Aktiefond Global 41.39B 0.12 12.61 12.12
  AMF Aktiefond Smabolag 17.21B 2.27 -0.80 11.77
  AMF Aktiefond Nordamerika 10.4B -2.82 16.00 15.64
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00000EXD Comments

Write your thoughts about Amf Balansfond
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email