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Case Mix (0P0000191P)

Stockholm

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223.690 -1.650 -0.73%

11/03 - Delayed Data. Currency in SEK

Morningstar Rating:
Total Assets: 163.64M

Type: Fund

Market: Sweden

Issuer: Catella Fondförvaltning AB

ISIN: SE0001396110

Asset Class: Equity

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0P0000191P 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.

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Technical Chart

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Rating

1-Year Change6.82%

Prev. Close225.34

Risk Rating

TTM Yield0%

ROE22.11%

IssuerCatella Fondförvaltning AB

Turnover12%

ROA9.42%

Inception DateMay 02, 2005

Total Assets163.64M

Expenses1.80%

Min. InvestmentN/A

Market Cap428.6B

CategorySEK Moderate Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1021	1019	1116	1175	1323	1521
Fund Return	2.1%	1.91%	11.57%	5.52%	5.76%	4.28%
Place in category	43	27	43	64	60	35
% in Category	35	18	30	58	66	76

Top Equity Funds by Case Kapitalförvaltning AB

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Catella Sverige Hallbart Beta A		965.29M	10.68	7.46	8.78
	Catella Sverige Hallbart Beta B		965.29M	10.69	7.68	9.00

Top Funds for SEK Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Swedbank Robur Bas Mix	45.93B	3.22	4.11	5.04
Handelsbanken Multi Asset 50 A1 S	33.01B	1.18	4.96	4.96
AMF Balansfond	27.84B	3.88	6.57	6.00
Nordea Stratega 50	26.99B	0.14	4.97	5.36
Carnegie Strategifond G	24.15B	3.97	7.85	9.14

Top Holdings

Name	ISIN	Weight %	Last	Change %
Catella Sverige Hållbart Beta A	SE0000577272	20.83	791.530	-1.34%
Handelsbanken Global Index Criteria (A1 SEK)	SE0011309707	20.55	528.140	-1.96%
Catella Avkastningsfond	SE0000577280	14.80	142.310	-0.01%
Case Högräntefond B	SE0020847275	13.40	-	-
Catella Credit Opportunity	SE0002949784	13.05	142.510	-0.06%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Neutral	Buy
Technical Indicators	Strong Sell	Strong Sell	Strong Buy
Summary	Strong Sell	Sell	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Catella Balansera.	223.690	-1.650	-0.73%