Nordea North America Fund
Equity fund
1 year
USA
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Aksjefondet Nordea North America er et aksjefond som investerer i aksjer på det amerikanske aksjemarkedet. Fondet fokuserer på å investere i selskaper med en sterk balanse og en god utbyttekapasitet. Nordea-fondene følger prinsippene for ansvarlige investeringer i overensstemmelse med de grunnleggende kravene til samfunnsansvar, miljøansvar, eierstyring og selskapsledelse som FN har fastsatt.
Investment horizon
- Nordea North America Fund is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
05 Jun 2025
- Start date27 Dec 2005
- ISINFI0008813373
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Costs
- Ongoing costs
Includes management fees of 1,20 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Microsoft Corp4.3%
- AbbVie Inc3.3%
- JPMorgan Chase & Co3.3%
- TJX Companies Inc2.8%
- Apple Inc2.8%
- Broadcom Inc2.7%
- KLA Corp2.5%
- Loblaw Companies Ltd2.5%
- Walmart Inc2.4%
- Public Service Enterprise Group Inc2.3%