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

Lisbon

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5.505 -0.004 -0.07%

19/02 - 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: 301.76M

General
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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	5.930	11.160	5.230
Stocks	30.890	30.890	0.000
Bonds	60.770	62.860	2.090
Convertible	0.470	0.470	0.000
Preferred	0.040	0.040	0.000
Other	1.930	2.060	0.130

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.102	16.825
Price to Book	2.124	2.586
Price to Sales	1.588	1.877
Price to Cash Flow	9.914	10.868
Dividend Yield	2.841	2.415
5 Years Earnings Growth	9.725	10.644

Sector Allocation

Name	Net %	Category Average
Technology	19.480	21.067
Financial Services	17.840	16.101
Industrials	15.190	11.930
Consumer Cyclical	12.140	10.960
Healthcare	9.950	12.157
Consumer Defensive	7.250	7.321
Communication Services	6.420	7.040
Basic Materials	4.380	4.887
Utilities	2.980	3.367
Energy	2.830	3.877
Real Estate	1.530	3.604

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 125

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
db x-trackers II iBoxx $ Treasuries DR 2D	LU1399300455	13.96	91.33	+0.22%
iShares Core € Govt Bond UCITS ETF EUR	IE00B4WXJJ64	9.47	91.95	+0.22%
Pioneer Funds - Euroland Equity J EUR ND	LU1883305259	5.94	2,570.000	+0.62%
Muzinich Enhancedyield Short-Term Fund Hedged Euro	IE0033758917	3.67	178.080	+0.10%
BlueBay Funds - BlueBay Investment Grade Euro Gove	LU1170327958	3.60	106.990	+0.05%
M&G European Credit Investment F EUR Acc	LU2101367030	3.53	-	-
AXAWF Euro Credit Short Dur X Cap EUR	LU1601096537	3.51	-	-
Caixagest Obrigações -- Fundo de Investimento Mobi	PTYCXBLP0008	3.51	4.830	-0.05%
JPM US Select Equity Plus C (acc) EUR	LU1718419333	3.41	-	-
Vontobel Fund - Euro Corporate Bond G EUR	LU1525532344	3.33	113.350	+0.11%

Top Equity Funds by Caixa Gestão de Ativos SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
PTCXGUHM0006	2.37B	3.03	2.71	8.95
PTYCXKLP0007	1.06B	1.69	0.79	1.68
PTYCXTHM0007	651.24M	0.57	5.39	4.17
PTYCXRLP0000	331.35M	2.70	1.61	2.42
PTCXGHHM0011	127.11M	2.67	1.63	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Caixa Moderado PP.	5.505	-0.004	-0.07%