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Länsförsäkringar USA Aktiv B (0P00017M1L.ST)

Stockholm - Stockholm Delayed Price. Currency in SEK
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1,011.62-4.43 (-0.44%)
At close: 10:00PM CEST

Länsförsäkringar USA Aktiv B

106 50 Stockholm

Tegeluddsvägen 11-13

+46 8 58840000
Management Information
Aaron S. Anderson,Lead Manager since March 27, 2019
Aaron Anderson is a Senior Vice President of Research and a member of the Investment Policy Committee (IPC). In those roles, Aaron oversees the firm’s global macroeconomic and capital markets research. Aaron joined Fisher Investments in 2005 and has served on the firm’s five-member IPC since 2011. His previous roles at the firm include Capital Markets Research Team Leader, Capital Markets Research Analyst and Innovation Manager. Prior to joining Fisher Investments, Aaron worked at Deutsche Bank Alex Brown as an Assistant Vice President. Aaron regularly meets with clients globally, sharing the firm’s market outlook, current portfolio positioning and answering questions. Aaron’s views on global market conditions and geopolitical events have been featured in media globally, including The Wall Street Journal, Financial Times, Reuters, MarketWatch, CNN.com, The Telegraph, Forbes and Investing.com—among many others. He is also a regular guest on major financial TV networks, like CNBC and Reuters. Aaron has written two books, including Own the World: How Smart Investors Create Global Portfolios. He holds undergraduate degrees in Geophysics from the University of California, Santa Barbara and Applied Economics from the University of San Francisco.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilyLänsförsäkringar Fondförvaltning AB
Net Assets5.28B
YTD Return18.32%
Yield0.00%
Morningstar Rating★★★★
Inception DateSept 16, 2016

Fund Operations

Last Dividend1.72
Last Cap GainN/A
Holdings Turnover14.00%
Average for CategoryN/A

Fees & Expenses

Expense0P00017M1L.STCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A