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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1229 | 1050 | 1373 | 1192 | 1501 | 2180 |
Fund Return | 22.9% | 5.01% | 37.33% | 6.03% | 8.47% | 8.11% |
Place in category | 94 | 64 | 98 | 107 | 114 | 67 |
% in Category | 51 | 30 | 51 | 65 | 74 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kapital Plus A EUR | 2.91B | 0.40 | -0.25 | 2.90 | ||
Kapital Plus P2 EUR | 4.85M | 3.65 | -0.38 | 3.30 | ||
Kapital Plus I EUR | 88.93M | 0.97 | -1.66 | 2.84 | ||
Kapital Plus P EUR | 7.49M | 0.97 | -1.66 | 2.79 | ||
DE000A2DU1Y2 | 19.48M | 0.09 | -2.70 | 1.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE0004488262 | 946.55M | 16.91 | 8.82 | 5.35 | ||
DWS Financials Typ O ND | 29.62M | 10.70 | 5.42 | 7.55 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 7.92 | 244.76 | +1.65% | |
Mastercard | US57636Q1040 | 6.67 | 515.10 | +0.50% | |
Visa A | US92826C8394 | 5.13 | 309.90 | +0.82% | |
Bank of America | US0605051046 | 4.43 | 46.46 | +0.87% | |
RBC | CA7800871021 | 3.41 | 125.09 | +2.71% |
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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