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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1055 | 1130 | 1343 | 1384 | 1592 | 2275 |
Fund Return | 5.51% | 12.98% | 34.29% | 11.45% | 9.75% | 8.57% |
Place in category | 141 | 125 | 110 | 114 | 122 | 64 |
% in Category | 72 | 60 | 58 | 69 | 79 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kapital Plus A EUR | 2.63B | 0.40 | -2.67 | 2.01 | ||
Kapital Plus P EUR | 7.41M | 0.91 | -2.17 | 2.49 | ||
DE000A2DU1Y2 | 17.36M | -0.15 | -3.20 | 1.46 | ||
Kapital Plus P2 EUR | 2.31M | 2.45 | 0.39 | 2.48 | ||
Kapital Plus I EUR | 96.46M | 2.43 | 0.24 | 2.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE0004488262 | 896.99M | 4.71 | 13.09 | 6.42 | ||
DWS Financials Typ O ND | 28.39M | 5.42 | 11.65 | 8.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 8.10 | 230.42 | +0.56% | |
Mastercard | US57636Q1040 | 6.57 | 523.55 | -0.43% | |
Visa A | US92826C8394 | 5.59 | 331.21 | -0.28% | |
Bank of America | US0605051046 | 4.78 | 39.79 | +0.45% | |
RBC | CA7800871021 | 3.49 | 111.36 | +0.93% |
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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