AXA Rosenberg Fundamental Relationships

F0GBR05X4U -- Ireland Fund  

EUR 17.68  0.62  3.39%

The Drivers Module shows relationships between AXA Rosenberg's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of AXA Rosenberg US Equity Alpha A EUR Hdg over time as well as its relative position and ranking within its peers. Additionally see Investing Opportunities.

AXA Rosenberg US Equity Positions Weight vs. Minimum Initial Investment Fundamental Analysis

AXA Rosenberg US Equity Alpha A EUR Hdg is one of the top funds in minimum initial investment among similar funds. It is one of the top funds in equity positions weight among similar funds . The ratio of Minimum Initial Investment to Equity Positions Weight for AXA Rosenberg US Equity Alpha A EUR Hdg is about  1,001 
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
AXA Rosenberg 
Minimum Initial Investment 
=  
First Fund Deposit 
=
100K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
AXA Rosenberg 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
99.87%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

AXA Rosenberg Equity Positions Weight Comparison

AXA Rosenberg Fundamental Comparison

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