Breaking News
Upgrade 0
💙 🔷 Not impressed by Big Tech in Q3? Explore these Blue Chip Bargains instead Unlock them all
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
 
210.030 +0.030    +0.01%
05/09 - Closed. Currency in SEK ( Disclaimer )
Type:  Fund
Market:  Sweden
Issuer:  Avanza Fonder
ISIN:  SE0004841567 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 410.93M
Avanza 50 210.030 +0.030 +0.01%

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 9.090 11.560 2.470
Stocks 50.580 50.580 0.000
Bonds 28.350 28.690 0.340
Other 11.990 11.990 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.534 16.160
Price to Book 2.494 2.434
Price to Sales 2.019 1.864
Price to Cash Flow 11.681 11.814
Dividend Yield 2.245 2.364
5 Years Earnings Growth 12.473 10.855

Sector Allocation

Name  Net % Category Average
Technology 23.320 17.407
Financial Services 17.670 17.592
Industrials 13.890 22.262
Healthcare 11.310 12.633
Consumer Cyclical 10.110 8.551
Communication Services 7.560 6.330
Consumer Defensive 5.830 5.783
Basic Materials 4.790 4.699
Real Estate 3.880 3.905
Utilities 1.630 1.569
Energy 0.020 1.061

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 %
  Öhman Obligationsfond SEK A SE0006338398 12.30 100.610 +0.12%
Danske Invest Sverige Kort Ränta SA LU1349496940 11.92 - -
  Swedbank Robur Access Global SE0007074059 9.31 307.120 -0.75%
  Handelsbanken Global Index Criteria (A1 SEK) SE0011309707 9.26 532.510 -0.62%
Amundi IS MSCI World SRI PAB I13 C LU2059755277 9.10 - -
  SPP Aktiefond Global SE0000671919 8.97 259.537 -0.02%
  SPP Obligationsfond Inc SE0000522518 6.45 151.529 +0.11%
Captor Global Fixed Income A SE0020999670 5.92 - -
Avanza Sverige SE0014956850 3.69 - -
Captor Perenne Short Term Bond A SE0020552602 2.72 - -

Top Equity Funds by Avanza Fonder

  Name Rating Total Assets YTD% 3Y% 10Y%
  Avanza Zero 52.82B 10.85 6.52 9.83
  SE0011527613 32.9B 17.69 12.82 -
  Avanza 75 18.32B 11.56 5.76 8.67
  SE0009779705 6.44B 13.48 6.65 -
  SE0009779697 4.71B 11.82 6.20 -
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 Apple
Continue with Google
or
Sign up with Email