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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 1022 | 1253 | 1234 | 1916 | - |
Fund Return | 8.88% | 2.19% | 25.32% | 7.26% | 13.89% | - |
Place in category | 1608 | 1738 | 1320 | 920 | 801 | - |
% in Category | 71 | 75 | 65 | 55 | 56 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DPAM CAPITAL B Equities US IndexBU | 311.14M | 19.26 | 7.42 | 11.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.47 | 229.87 | +0.59% | |
Microsoft | US5949181045 | 2.49 | 417.00 | +1.00% | |
Amazon.com | US0231351067 | 1.89 | 197.12 | -0.64% | |
Meta Platforms | US30303M1027 | 1.66 | 559.14 | -0.70% | |
JPMorgan | US46625H1005 | 1.49 | 248.55 | +1.55% |
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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