AXA Rosenberg Fundamental Relationships

IE0031069499 -- Ireland Fund  

EUR 66.13  1.62  2.39%

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 Pac ex Jap Sm Cp Alp B over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

AXA Rosenberg Pac Equity Positions Weight vs. Ten Year Return Fundamental Analysis

AXA Rosenberg Pac ex Jap Sm Cp Alp B is currently considered the top fund in ten year return among similar funds. It is rated second overall fund in equity positions weight among similar funds making about  6.51  of Equity Positions Weight per Ten Year Return.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of market or market segment it invests in.
AXA Rosenberg 
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
15.19%
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10 year interval.
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 
=
98.95%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

AXA Rosenberg Pac Equity Positions Weight Comparison

AXA Rosenberg is currently under evaluation in equity positions weight among similar funds.

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