Breaking News
Get 40% Off 0
🚨 Volatile Markets? Find Hidden Gems for Serious Outperformance
Find Stocks Now
Close

Avanza 50 (0P0000X5RK)

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
 
205.400 -0.690    -0.33%
02/05 - Closed. Currency in SEK ( Disclaimer )
Type:  Fund
Market:  Sweden
ISIN:  SE0004841567 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 395.1M
Avanza 50 205.400 -0.690 -0.33%

0P0000X5RK Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Avanza 50 (0P0000X5RK) fund. Our Avanza 50 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 %
Cash 12.190 14.500 2.310
Shares 51.840 51.840 0.000
Bonds 35.910 36.080 0.170
Other 0.070 0.070 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.279 16.385
Price to Book 2.424 2.351
Price to Sales 1.969 1.742
Price to Cash Flow 11.674 11.352
Dividend Yield 2.221 2.364
5 Years Earnings Growth 11.795 11.036

Sector Allocation

Name  Net % Category Average
Technology 21.420 16.991
Financial Services 18.290 17.840
Industrials 14.590 22.508
Healthcare 11.710 12.829
Consumer Cyclical 10.300 8.633
Communication Services 7.210 6.165
Consumer Defensive 5.910 5.812
Basic Materials 5.010 4.660
Real Estate 3.850 3.572
Utilities 1.650 1.703
Energy 0.060 1.046

Region Allocation

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

Top Holdings

Number of long holdings: 19

Number of short holdings: 2

Name ISIN Weight % Last Change %
Danske Invest Sverige Kort Ränta SA LU1349496940 11.94 - -
  Öhman Obligationsfond SEK A SE0006338398 11.42 96.390 0%
  Swedbank Robur Access Global SE0007074059 9.76 301.480 +0.62%
  Handelsbanken Global Index Criteria (A1 SEK) SE0011309707 9.47 526.760 +0.64%
Amundi IS MSCI World SRI PAB I13 C LU2059755277 9.23 - -
  SPP Aktiefond Global SE0000671919 9.13 256.855 -0.13%
  SPP Obligationsfond Inc SE0000522518 6.33 144.636 +0.02%
Captor Global Fixed Income A SE0020999670 5.67 - -
Avanza Sverige SE0014956850 4.07 - -
Captor Perenne Short Term Bond A SE0020552602 2.79 - -

Top Equity Funds by Avanza Fonder

  Name Rating Total Assets YTD% 3Y% 10Y%
  Avanza Zero 50.43B 6.77 7.97 9.86
  SE0011527613 28.62B 15.48 16.22 -
  Avanza 75 17.06B 8.86 7.35 9.41
  SE0009779705 6B 11.61 9.21 -
  SE0009779697 4.35B 9.82 8.18 -
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.

0P0000X5RK Comments

Write your thoughts about Avanza 50
 
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 Google
or
Sign up with Email