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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1209 | 1034 | 1331 | 1312 | 1718 | 2506 |
Fund Return | 20.87% | 3.43% | 33.13% | 9.48% | 11.43% | 9.62% |
Place in category | 310 | 706 | 345 | 367 | 1224 | 882 |
% in Category | 5 | 13 | 6 | 6 | 31 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kapital Plus A EUR | 2.93B | 0.40 | -0.25 | 2.90 | ||
Kapital Plus P2 EUR | 4.9M | 3.65 | -0.38 | 3.30 | ||
Kapital Plus I EUR | 89.87M | 0.97 | -1.66 | 2.84 | ||
Kapital Plus P EUR | 7.59M | 0.97 | -1.66 | 2.79 | ||
DE000A2DU1Y2 | 19.28M | 0.09 | -2.70 | 1.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal Vorsorge | 23.26B | 17.94 | 4.45 | - | ||
UniGlobal I | 20.37B | 18.47 | 9.05 | 12.02 | ||
UniGlobal | 20.37B | 10.19 | 13.77 | 11.96 | ||
DWS Vermogensbildungsfonds I ID | 15.59B | 10.45 | 11.64 | - | ||
DWS Vermogensbildungsfonds I LD | 15.59B | 10.21 | 10.70 | 11.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.87 | 235.06 | +0.94% | |
Microsoft | US5949181045 | 4.66 | 427.99 | +2.20% | |
NVIDIA | US67066G1040 | 4.17 | 136.92 | +0.66% | |
Meta Platforms | US30303M1027 | 2.42 | 573.54 | +1.49% | |
Amazon.com | US0231351067 | 2.11 | 207.86 | +3.18% |
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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