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Case Mix (0P0000191P)

Stockholm

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218.760 +1.050 +0.48%

10/05 - Closed. Currency in SEK ( Disclaimer )

Type: Fund

Market: Sweden

ISIN: SE0001396110

Asset Class: Equity

Morningstar Rating:
Total Assets: 161.4M

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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 Change11.75%

Prev. Close217.71

Risk Rating

TTM Yield0%

ROE17.74%

IssuerN/A

Turnover1.40%

ROA6.43%

Inception DateMay 02, 2005

Total Assets161.4M

Expenses1.80%

Min. InvestmentN/A

Market Cap226.94B

CategorySEK Moderate Allocation

What is your sentiment on Catella Balanserad?

Market is currently closed. Voting is open during market hours.

Case Mix Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 3

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1066	1048	1101	1107	1190	1668
Fund Return	6.55%	4.81%	10.09%	3.45%	3.55%	5.25%
Place in category	65	79	90	61	64	31
% in Category	46	59	77	59	82	74

Top Equity Funds by Case Kapitalförvaltning AB

Name	Total Assets	YTD%	3Y%	10Y%
Catella Sverige Aktiv Hallbarhet	2.43B	8.57	2.92	7.22
Catella Sverige Hallbart Beta A	909.13M	6.76	2.91	10.06
Catella Sverige Hallbart Beta B	909.13M	6.86	3.13	10.28
Catella Smabolag	623.68M	10.55	-2.81	9.51

Top Funds for SEK Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Swedbank Robur Bas Mix	45.75B	5.29	4.82	4.69
Handelsbanken Multi Asset 50 A1 S	32.37B	6.58	4.31	6.15
AMF Balansfond	26.38B	6.25	4.44	7.21
Nordea Stratega 50	26.34B	5.36	4.57	6.71
Carnegie Strategifond G	23.09B	6.00	7.82	9.69

Top Holdings

Name	ISIN	Weight %	Last	Change %
Catella Credit Opportunity	SE0002949784	23.18	133.230	+0.14%
Catella Sverige Hållbart Beta A	SE0000577272	19.53	749.730	+1.53%
CASE SICAV - CASE CORP - CLS RC (SEK)	LU0542989941	17.89	-	-
Handelsbanken Global Index Criteria (A1 SEK)	SE0011309707	15.83	537.320	+0.36%
Catella Avkastningsfond	SE0000577280	8.76	136.780	+0.01%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Catella Balansera.	218.760	+1.050	+0.48%