Breaking News
Get 45% Off 0
Time to buy the dip? Unlock the full list of stocks picked by our AI
Unlock stocks
Close

Amf Balansfond (0P00000EXD)

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
 
390.000 -1.510    -0.39%
11/04 - Closed. Currency in SEK
  • Morningstar Rating:
  • Total Assets: 25.87B
Type:  Fund
Market:  Sweden
Issuer:  AMF Fonder
ISIN:  SE0000739179 
Asset Class:  Equity
AMF Balansfond 390.000 -1.510 -0.39%

0P00000EXD Holdings

 
Comprehensive information about top holdings and Key Holding Information for the AMF Balansfond (0P00000EXD) fund. Our AMF Balansfond 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 %
Stocks 61.290 61.290 0.000
Bonds 53.460 53.460 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.105 16.117
Price to Book 2.260 2.456
Price to Sales 2.082 1.905
Price to Cash Flow 12.367 11.732
Dividend Yield 2.314 2.378
5 Years Earnings Growth 8.708 10.047

Sector Allocation

Name  Net % Category Average
Industrials 28.370 22.985
Financial Services 25.390 18.181
Technology 14.600 17.503
Healthcare 8.680 11.695
Consumer Cyclical 6.900 8.484
Basic Materials 4.890 4.559
Real Estate 4.740 3.878
Consumer Defensive 2.750 5.684
Communication Services 2.370 6.730
Energy 1.040 0.930
Utilities 0.280 1.537

Region Allocation

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

Top Holdings

Number of long holdings: 315

Number of short holdings: 11

Name ISIN Weight % Last Change %
Swedish 2 year Goverment Bond Future June 25 SE0022855599 6.38 - -
  Investor A SE0015811955 4.54 311.65 0.00%
  Volvo B SE0000115446 4.01 241.70 +0.71%
Swedish 2 Year Stadshypotek Future June 25 SE0023776208 3.93 - -
Swedish 5 year Goverment Bond Future June 25 SE0022855623 3.30 - -
Swedish 5 Year Stadshypotek Future June 25 SE0023776240 3.26 - -
Sweden (Kingdom Of) 0.75% SE0009496367 3.13 - -
  SEB A SE0000148884 3.05 137.30 +0.70%
  Atlas Copco B SE0017486897 2.91 129.9 -0.69%
Nordea Hypotek AB 1% SE0013358447 1.71 - -

Top Equity Funds by AMF Fonder

  Name Rating Total Assets YTD% 3Y% 10Y%
  AMF Aktiefond Varlden 51.39B -5.63 5.17 8.07
  AMF Aktiefond Sverige 44.13B -0.98 3.13 6.44
  AMF Aktiefond Global 36.22B -10.13 7.51 10.68
  AMF Aktiefond Smabolag 15.61B -4.71 -4.79 11.03
  AMF Aktiefond Europa 11.19B 2.98 9.95 7.32
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.

0P00000EXD Comments

Write your thoughts about Amf Balansfond
 
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