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Avanza Usa (0P0001IVD1)

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232.860 +2.450    +1.06%
17/01 - Closed. Currency in SEK
Type:  Fund
Market:  Sweden
Issuer:  Avanza Fonder
ISIN:  SE0012741163 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.95B
Avanza USA 232.860 +2.450 +1.06%

Avanza Usa Overview

 
Find basic information about the Avanza Usa 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 0P0001IVD1 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: SE0012741163)
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Rating
1-Year Change28.79%
Prev. Close230.41
Risk Rating
TTM Yield0%
ROE37%
IssuerAvanza Fonder
Turnover118%
ROA18%
Inception DateDec 17, 2019
Total Assets3.95B
ExpensesN/A
Min. Investment100
Market Cap4,429.47B
CategoryUS Large - Cap Blend Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1306 1123 1306 1444 2277 -
Fund Return 30.64% 12.32% 30.64% 13.03% 17.89% -
Place in category 1561 438 1561 1209 367 -
% in Category 71 17 71 69 27 -

Top Equity Funds by Avanza Fonder

  Name Rating Total Assets YTD% 3Y% 10Y%
  Avanza Zero 50.92B 6.81 3.86 8.85
  SE0011527613 43.19B 30.51 13.69 -
  Avanza 75 19.76B 17.22 5.96 8.64
  SE0009779705 6.87B 20.65 6.55 -
  SE0009779697 5.12B 17.56 5.79 -

Top Funds for US Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  SPP Aktiefond USA 67.25B 33.84 13.60 16.05
  Handelsbanken MSCI USA Index 54.5B 33.94 14.28 16.64
  Handelsbanken MSCI USA Index utd 54.5B 33.94 14.28 16.15
  Lansforsakringar USA Indexnara 52.44B 40.26 17.14 16.89
  Swedbank Robur Access USA 33.99B 38.31 15.86 16.84

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 9.31 222.64 -3.19%
  NVIDIA US67066G1040 8.84 140.83 +2.27%
  Microsoft US5949181045 6.50 428.50 -0.12%
  Amazon.com US0231351067 6.02 230.71 +2.11%
  Tesla US88160R1014 2.93 424.07 -0.57%

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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