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Avanza 50 (0P0000X5RK)

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206.250 +0.710    +0.35%
29/04 - Closed. Currency in SEK ( Disclaimer )
Type:  Fund
Market:  Sweden
ISIN:  SE0004841567 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 394.35M
Avanza 50 206.250 +0.710 +0.35%

0P0000X5RK Overview

 
Find basic information about the Avanza 50 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 0P0000X5RK MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.16%
Prev. Close205.54
Risk Rating
TTM Yield0%
ROE23.97%
IssuerN/A
Turnover0.05%
ROA9.59%
Inception DateOct 19, 2012
Total Assets394.35M
Expenses0.49%
Min. Investment100
Market Cap706.03B
CategorySEK Moderate Allocation
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Avanza 50 Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1059 1059 1129 1156 1338 1841
Fund Return 5.92% 5.92% 12.87% 4.95% 6% 6.29%
Place in category 74 74 81 47 42 17
% in Category 56 56 64 41 47 39

Top Equity Funds by Avanza Fonder

  Name Rating Total Assets YTD% 3Y% 10Y%
  Avanza Zero 49.01B 6.77 7.97 9.86
  SE0011527613 27.88B 15.48 16.22 -
  Avanza 75 16.93B 8.86 7.35 9.41
  SE0009779705 5.96B 11.61 9.21 -
  SE0009779697 4.3B 9.82 8.18 -

Top Funds for SEK Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Swedbank Robur Bas Mix 45.06B 5.29 4.82 4.69
  Handelsbanken Multi Asset 50 A1 S 32.37B 6.58 4.31 6.15
  AMF Balansfond 26.58B 6.28 5.02 7.35
  Nordea Stratega 50 26.34B 5.76 4.86 6.83
  Carnegie Strategifond G 22.62B 6.00 7.82 9.69

Top Holdings

Name ISIN Weight % Last Change %
Danske Invest Sverige Kort Ränta SA LU1349496940 11.94 - -
  Öhman Obligationsfond SEK A SE0006338398 11.42 96.370 +0.12%
  Swedbank Robur Access Global SE0007074059 9.76 303.570 +0.21%
  Handelsbanken Global Index Criteria (A1 SEK) SE0011309707 9.47 530.410 +0.33%
Amundi IS MSCI World SRI PAB I13 C LU2059755277 9.23 - -

Technical Summary

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