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Caixa Moderado Ppr/oicvm - Fundo De Investimento Aberto De Poupança Reforma (0P0001IWG5)

Lisbon

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5.348 -0.010 -0.10%

18/11 - Closed. Currency in EUR

Type: Fund

Market: Portugal

Issuer: Caixa Gestão de Ativos Sociedade Gestora de Fundos de Investimento, S.A.

ISIN: PTCXGGHM0012

Asset Class: Equity

Morningstar Rating:
Total Assets: 302.54M

General
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- Technical Analysis
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0P0001IWG5 Holdings

Comprehensive information about top holdings and Key Holding Information for the Caixa Moderado PPR/OICVM - Fundo de Investimento A (0P0001IWG5) fund. Our Caixa Moderado PPR/OICVM - Fundo de Investimento A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	3.300	8.400	5.100
Stocks	30.440	30.440	0.000
Bonds	63.620	64.430	0.810
Convertible	0.530	0.530	0.000
Preferred	0.030	0.030	0.000
Other	2.100	2.280	0.180

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.472	16.751
Price to Book	2.286	2.526
Price to Sales	1.655	1.838
Price to Cash Flow	10.276	10.670
Dividend Yield	2.747	2.453
5 Years Earnings Growth	9.945	11.305

Sector Allocation

Name	Net %	Category Average
Technology	18.530	20.408
Financial Services	17.300	15.405
Industrials	15.290	11.807
Consumer Cyclical	11.730	10.677
Healthcare	10.470	12.924
Consumer Defensive	7.800	7.554
Communication Services	6.070	6.772
Basic Materials	4.400	5.157
Energy	3.530	4.060
Utilities	3.270	3.560
Real Estate	1.610	3.953

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 51

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
db x-trackers II iBoxx $ Treasuries DR 2D	LU1399300455	18.76	91.86	-0.08%
Pioneer Funds - Euroland Equity J EUR ND	LU1883305259	6.14	2,303.710	-0.34%
iShares Core € Govt Bond UCITS ETF EUR	IE00B4WXJJ64	4.67	93.48	+0.09%
Muzinich Enhancedyield Short-Term Fund Hedged Euro	IE0033758917	3.82	175.770	0.00%
AXAWF Euro Credit Short Dur X Cap EUR	LU1601096537	3.67	-	-
Caixagest Obrigações -- Fundo de Investimento Mobi	PTYCXBLP0008	3.63	4.788	-0.03%
BlueBay Funds - BlueBay Investment Grade Euro Gove	LU1170327958	3.59	106.630	-0.16%
M&G European Credit Investment F EUR Acc	LU2101367030	3.53	-	-
Vontobel Fund - Euro Corporate Bond G EUR	LU1525532344	3.51	111.990	-0.04%
GS Eurozone EQ Inc-Q Cap EUR	LU2639511745	3.07	-	-

Top Equity Funds by Caixa Gestão de Ativos SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
PTCXGUHM0006	2.36B	1.96	2.40	9.62
PTYCXKLP0007	1.09B	4.72	-1.00	1.85
PTYCXTHM0007	656.98M	4.89	5.35	3.76
PTYCXRLP0000	335.28M	6.56	-1.19	2.46
PTCXGHHM0011	124.45M	6.55	-1.16	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Caixa Moderado PP.	5.348	-0.010	-0.10%