Breaking News
FLASH SALE 0
FLASH SALE: Get 50% off InvestingPro | Stop guessing, start investing
Claim Sale
Close

Länsförsäkringar Bekväm Fond Balans A (0P00015KOT)

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
 
156.244 +2.024    +1.31%
12/05 - Closed. Currency in SEK
Type:  Fund
Market:  Sweden
ISIN:  SE0006963518 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 12.79B
Länsförsäkringar Bekväm Fond Balans A 156.244 +2.024 +1.31%

0P00015KOT Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Länsförsäkringar Bekväm Fond Balans A (0P00015KOT) fund. Our Länsförsäkringar Bekväm Fond Balans A 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 13.170 28.640 15.470
Shares 49.120 49.120 0.000
Bonds 37.430 38.470 1.040
Convertible 0.140 0.140 0.000
Preferred 0.110 0.110 0.000
Other 0.030 0.330 0.300

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.404 16.176
Price to Book 2.206 2.440
Price to Sales 1.837 1.901
Price to Cash Flow 11.227 11.599
Dividend Yield 2.320 2.392
5 Years Earnings Growth 9.737 9.871

Sector Allocation

Name  Net % Category Average
Financial Services 19.830 18.083
Industrials 19.410 22.658
Technology 17.230 18.240
Healthcare 10.460 11.815
Consumer Cyclical 8.620 8.436
Real Estate 7.460 3.866
Communication Services 6.490 6.867
Consumer Defensive 5.320 5.665
Basic Materials 2.890 4.574
Energy 1.200 0.828
Utilities 1.100 1.526

Region Allocation

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

Top Holdings

Number of long holdings: 54

Number of short holdings: 9

Name ISIN Weight % Last Change %
  Länsförsäkringar Kort räntefond SE0000837247 18.84 114.281 +0.03%
  Länsförsäkringar Lång Räntefond A SE0000837254 10.12 168.071 -0.66%
  Länsförsäkringar Sverige Aktiv A SE0000837221 6.27 3,120.454 +2.80%
  Wellington Global Quality Growth Fund S USD Acc Un LU0629158030 5.08 53.050 +1.70%
  Länsförsäkringar Global Hållbar A SE0000837205 5.04 94.027 +3.11%
  SEB Sustainability Fund Sweden C LU0047322432 4.47 174.494 +0.52%
  Länsförsäkringar Småbolag Sverige A SE0000837239 4.08 1,790.118 +2.10%
Schroder Invmt Fd FlexCatBd A Acc USD LU1940197772 4.06 - -
  Länsförsäkringar Multistrategi SE0008962914 4.02 110.050 -0.26%
  Wellington Global Research Equity Fund USD S Acc LU0069024304 3.57 92.714 +2.12%

Top Equity Funds by Länsförsäkringar Fondförvaltning AB

  Name Rating Total Assets YTD% 3Y% 10Y%
  LansfOrsakringar Global Indexnara 109.61B -14.90 10.06 10.92
  Lansforsakringar USA Indexnara 42.68B -18.33 11.16 13.59
  Lansforsakringar Sverige Indexnara 38.57B 0.72 6.42 7.51
  Lansforsakringar Global Hallbar A 21.68B -14.08 9.02 9.26
  Lansforsakringar Global Hallbar B 21.68B -14.00 9.34 9.53
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.

0P00015KOT Comments

Write your thoughts about Länsförsäkringar Bekväm Fond Balans A
 
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