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Avanza Auto 3 (0P0001BM0V)

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156.350 +0.290    +0.19%
21/11 - Closed. Currency in SEK
Type:  Fund
Market:  Sweden
Issuer:  Avanza Fonder
ISIN:  SE0009779671 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.16B
Avanza Auto 3 156.350 +0.290 +0.19%

Avanza Auto 3 Overview

 
Find basic information about the Avanza Auto 3 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 0P0001BM0V MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: SE0009779671)
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Rating
1-Year Change16.44%
Prev. Close156.06
Risk Rating
TTM Yield0%
ROE23.71%
IssuerAvanza Fonder
Turnover43%
ROA10.27%
Inception DateSep 25, 2017
Total Assets1.16B
ExpensesN/A
Min. Investment1
Market Cap658.37B
CategorySEK Moderate Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1098 1008 1188 1135 1301 -
Fund Return 9.81% 0.77% 18.77% 4.31% 5.4% -
Place in category 87 53 60 46 52 -
% in Category 67 41 42 43 57 -

Top Equity Funds by Avanza Fonder

  Name Rating Total Assets YTD% 3Y% 10Y%
  Avanza Zero 52.11B 9.18 6.63 9.48
  SE0011527613 35.73B 23.06 14.23 -
  Avanza 75 19.07B 14.99 7.04 8.78
  SE0009779705 6.61B 16.84 7.71 -
  SE0009779697 4.92B 14.85 7.10 -

Top Funds for SEK Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Swedbank Robur Bas Mix 48.02B 7.13 2.45 5.05
  Handelsbanken Multi Asset 50 A1 S 32.58B 11.20 4.00 5.96
  AMF Balansfond 27.02B 10.26 3.38 6.92
  Nordea Stratega 50 26.33B 9.76 4.52 6.22
  Carnegie Strategifond G 23.61B 14.38 8.46 9.93

Top Holdings

Name ISIN Weight % Last Change %
Amundi IS Global AGG SRI I13HSK C LU2562901038 10.16 - -
Captor Aster Global Credit Short-Term A SE0017832314 9.90 - -
Captor Aster Global Credit A SE0015243878 9.70 - -
  AMF Räntefond Mix SE0004324424 9.70 114.600 +0.12%
  Swedbank Robur Access USA SE0007074083 8.57 793.470 +1.51%

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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