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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1140 | 1140 | 1321 | 1459 | 1808 | 2942 |
Fund Return | 13.99% | 13.99% | 32.15% | 13.42% | 12.57% | 11.4% |
Place in category | 314 | 314 | 125 | 147 | 792 | 477 |
% in Category | 5 | 5 | 3 | 3 | 22 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kapital Plus P EUR | 6.51M | -4.78 | 6.19 | 5.64 | ||
Kapital Plus P2 EUR | 5.58M | 4.66 | 2.63 | 3.53 | ||
Kapital Plus I EUR | 90M | 4.63 | 2.48 | 3.38 | ||
DE000A2DU1Y2 | 22.84M | - | - | - | ||
Kapital Plus A EUR | 3.17B | 0.40 | -0.25 | 2.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal I | 17.03B | 14.04 | 13.16 | 12.86 | ||
UniGlobal | 17.1B | 10.19 | 13.77 | 11.96 | ||
DWS Vermogensbildungsfonds I LD | 14.14B | 10.21 | 10.70 | 11.52 | ||
DWS Vermogensbildungsfonds I ID | 14.11B | 10.45 | 11.64 | - | ||
UniFavorit: Aktien I | 11.19B | 16.97 | 12.98 | 12.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.88 | 411.84 | -0.66% | |
Apple | US0378331005 | 4.55 | 168.00 | -0.81% | |
NVIDIA | US67066G1040 | 2.84 | 840.35 | -3.87% | |
Meta Platforms | US30303M1027 | 2.39 | 494.17 | -1.12% | |
Amazon.com | US0231351067 | 2.11 | 181.28 | -1.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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