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Case Mix (0P0000191P)

Stockholm

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227.550 -0.500 -0.22%

26/11 - Delayed Data. Currency in SEK

Type: Fund

Market: Sweden

Issuer: Catella Fondförvaltning AB

ISIN: SE0001396110

Asset Class: Equity

Morningstar Rating:
Total Assets: 161.47M

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Case Mix Overview

Find basic information about the Case Mix 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 0P0000191P MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: SE0001396110)

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Technical Chart

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Rating

1-Year Change14.45%

Prev. Close228.05

Risk Rating

TTM Yield0%

ROE21.59%

IssuerCatella Fondförvaltning AB

Turnover12%

ROA8.67%

Inception DateMay 02, 2005

Total Assets161.47M

Expenses1.80%

Min. InvestmentN/A

Market Cap385.36B

CategorySEK Moderate Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1111	1010	1156	1117	1242	1647
Fund Return	11.1%	1%	15.6%	3.76%	4.43%	5.12%
Place in category	66	42	99	56	62	34
% in Category	47	31	83	55	71	79

Top Equity Funds by Case Kapitalförvaltning AB

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Catella Sverige Hallbart Beta A		923.45M	8.64	0.08	9.89
	Catella Sverige Hallbart Beta B		923.45M	8.85	0.29	10.11

Top Funds for SEK Moderate Allocation Category

Name	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	23.49B	14.38	8.46	9.93

Top Holdings

Name	ISIN	Weight %	Last	Change %
Catella Sverige Hållbart Beta A	SE0000577272	21.60	733.080	-0.51%
Handelsbanken Global Index Criteria (A1 SEK)	SE0011309707	18.90	595.980	-0.01%
Catella Avkastningsfond	SE0000577280	15.45	141.450	+0.01%
Case Högräntefond B	SE0020847275	13.97	-	-
Catella Credit Opportunity	SE0002949784	12.96	141.210	+0.02%

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Catella Balansera.	227.550	-0.500	-0.22%