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

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5.356 -0.010    -0.14%
30/10 - 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
Caixa Moderado PPR/OICVM - Fundo de Investimento A 5.356 -0.010 -0.14%

0P0001IWG5 Overview

 
Find basic information about the Caixa Moderado Ppr/oicvm - Fundo De Investimento Aberto De Poupança Reforma 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 0P0001IWG5 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10.29%
Prev. Close5.364
Risk Rating
TTM Yield0%
ROE20.63%
IssuerCaixa Gestão de Ativos Sociedade Gestora de Fundos de Investimento, S.A.
TurnoverN/A
ROA8.26%
Inception DateDec 02, 2019
Total Assets302.54M
Expenses1.54%
Min. Investment100
Market Cap79.96B
CategoryEUR Moderate Allocation - Global
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Performance

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Condition

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Delivery Method

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1057 1029 1115 987 - -
Fund Return 5.74% 2.9% 11.5% -0.44% - -
Place in category 2488 1045 2355 2201 - -
% in Category 80 29 75 86 - -

Top Equity Funds by Caixa Gestão de Ativos SGOIC SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  PTCXGUHM0006 2.36B 2.22 3.87 9.57
  PTYCXKLP0007 1.09B 5.70 -0.49 1.84
  PTYCXTHM0007 656.98M 4.04 5.20 3.68
  PTYCXRLP0000 335.28M 7.79 -0.35 2.46
  PTCXGHHM0011 124.45M 7.80 -0.32 -

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  PTYSAJHE0016 432.63M 7.55 0.65 -
  PTYCXRLP0000 335.28M 7.79 -0.35 2.46
  PTYSBZHM0007 304.76M 8.26 0.46 -
  PTYAFJLM0007 200.97M 7.48 0.40 1.97
  PTIGAZHM0002 200.97M 7.88 0.60 2.03

Top Holdings

Name ISIN Weight % Last Change %
  db x-trackers II iBoxx $ Treasuries DR 2D LU1399300455 18.62 92.90 -0.08%
  Pioneer Funds - Euroland Equity J EUR ND LU1883305259 6.13 2,345.020 +0.57%
  iShares Core € Govt Bond UCITS ETF EUR IE00B4WXJJ64 4.62 93.43 -0.35%
  Muzinich Enhancedyield Short-Term Fund Hedged Euro IE0033758917 3.81 175.310 +0.06%
  BlueBay Funds - BlueBay Investment Grade Euro Gove LU1170327958 3.75 105.530 +0.03%

Technical Summary

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