Breaking News
Get 60% Off 0
🤑 It doesn’t get more affordable. Grab this 60% OFF Black Friday offer before it disappears…
CLAIM SALE
Close

Naventi Balanserad Flex (0P0000V29S)

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
 
221.033 -0.540    -0.25%
25/11 - Closed. Currency in SEK
  • Morningstar Rating:
  • Total Assets: 4.97B
Type:  Fund
Market:  Sweden
Issuer:  Naventi Fonder AB
ISIN:  SE0004357051 
Asset Class:  Equity
Naventi Balanserad Flex 221.033 -0.540 -0.25%

0P0000V29S Overview

 
Find basic information about the Naventi Balanserad Flex 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 0P0000V29S MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change19.76%
Prev. Close221.578
Risk Rating
TTM Yield0%
ROE30.55%
IssuerNaventi Fonder AB
Turnover60%
ROA13.37%
Inception DateJan 05, 2012
Total Assets4.97B
Expenses1.77%
Min. InvestmentN/A
Market Cap2,508.04B
CategorySEK Moderate Allocation
What is your sentiment on Naventi Balanserad Flex?
or
Market is currently closed. Voting is open during market hours.

Performance

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

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1144 1023 1186 1026 1339 1833
Fund Return 14.35% 2.31% 18.55% 0.87% 6.02% 6.25%
Place in category 14 5 65 81 38 14
% in Category 9 4 46 84 40 33

Top Equity Funds by Ruth Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Naventi Offensiv Flex 6.01B 22.30 0.35 9.52
  Naventi Defensiv Flex 1.01B 10.26 1.57 3.55

Top Funds for SEK Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Swedbank Robur Bas Mix 48.08B 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 23.59B 14.38 8.46 9.93

Top Holdings

Name ISIN Weight % Last Change %
  Taiwan Semiconductor US8740391003 2.44 183.05 -1.10%
  Microsoft US5949181045 2.41 426.85 +1.92%
  NVIDIA US67066G1040 2.27 137.00 +0.72%
  Apple US0378331005 1.94 235.02 +0.92%
  UnitedHealth US91324P1021 1.73 603.92 -0.31%

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
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.

0P0000V29S Comments

Write your thoughts about Naventi Balanserad Flex
 
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