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

Lisbon

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5.427 -0.004 -0.08%

27/01 - Delayed Data. Currency in EUR

Morningstar Rating:
Total Assets: 298M

Type: Fund

Market: Portugal

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

ISIN: PTCXGGHM0012

Asset Class: Equity

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	2.140	7.450	5.310
Stocks	32.030	32.030	0.000
Bonds	61.180	63.030	1.850
Convertible	0.450	0.450	0.000
Preferred	0.030	0.030	0.000
Other	4.170	6.560	2.390

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.514	16.753
Price to Book	2.201	2.567
Price to Sales	1.642	1.878
Price to Cash Flow	10.067	10.838
Dividend Yield	2.789	2.433
5 Years Earnings Growth	10.334	10.844

Sector Allocation

Name	Net %	Category Average
Technology	19.380	21.078
Financial Services	17.170	15.873
Industrials	15.410	11.782
Consumer Cyclical	12.060	10.861
Healthcare	10.620	12.341
Consumer Defensive	7.440	7.309
Communication Services	6.300	7.003
Basic Materials	4.530	4.967
Energy	2.900	3.935
Utilities	2.660	3.440
Real Estate	1.540	4.030

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 52

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
db x-trackers II iBoxx $ Treasuries DR 2D	LU1399300455	13.92	91.77	0.00%
iShares Core € Govt Bond UCITS ETF EUR	IE00B4WXJJ64	9.61	92.46	+0.15%
Pioneer Funds - Euroland Equity J EUR ND	LU1883305259	5.87	2,471.550	+0.09%
JPM US Select Equity Plus C (acc) EUR	LU1718419333	3.85	-	-
BlueBay Funds - BlueBay Investment Grade Euro Gove	LU1170327958	3.69	106.210	-0.07%
Muzinich Enhancedyield Short-Term Fund Hedged Euro	IE0033758917	3.65	177.190	+0.02%
M&G European Credit Investment F EUR Acc	LU2101367030	3.53	-	-
Caixagest Obrigações -- Fundo de Investimento Mobi	PTYCXBLP0008	3.49	4.814	+0.03%
AXAWF Euro Credit Short Dur X Cap EUR	LU1601096537	3.49	-	-
Vontobel Fund - Euro Corporate Bond G EUR	LU1525532344	3.33	112.370	+0.01%

Top Equity Funds by Caixa Gestão de Ativos SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
PTCXGUHM0006	2.31B	2.22	0.26	9.11
PTYCXKLP0007	1.05B	4.92	-0.93	1.70
PTYCXTHM0007	639.85M	5.85	5.30	4.15
PTYCXRLP0000	325.22M	6.64	-1.15	2.37
PTCXGHHM0011	123.27M	6.65	-1.11	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Caixa Moderado PP.	5.427	-0.004	-0.08%