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Gothaer Comfort Balance T (0P0000G68A)

Xetra

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165.790 -0.230 -0.14%

14/05 - Closed. Currency in EUR ( Disclaimer )

Type: Fund

Market: Germany

ISIN: DE000DWS0RX3

Asset Class: Equity

Morningstar Rating:
Total Assets: 212.94M

General
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0P0000G68A Holdings

Comprehensive information about top holdings and Key Holding Information for the Gothaer Comfort Balance T (0P0000G68A) fund. Our Gothaer Comfort Balance T portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Stocks	52.370	56.200	3.830
Bonds	48.200	50.420	2.220
Convertible	0.260	0.260	0.000
Other	0.090	0.110	0.020

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.486	16.648
Price to Book	2.988	2.420
Price to Sales	2.120	1.719
Price to Cash Flow	12.732	10.140
Dividend Yield	1.931	2.471
5 Years Earnings Growth	10.425	10.874

Sector Allocation

Name	Net %	Category Average
Technology	26.380	19.745
Financial Services	16.370	15.128
Healthcare	13.560	12.874
Industrials	11.180	12.217
Consumer Cyclical	9.570	11.016
Communication Services	6.280	6.704
Consumer Defensive	6.100	7.880
Basic Materials	3.590	5.258
Energy	3.040	4.264
Real Estate	2.240	3.728
Utilities	1.700	3.377

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 49

Number of short holdings: 9

Name	ISIN	Weight %	Last	Change %
iShares MSCI World ESG Screened UCITS ETF USD (Acc	IE00BFNM3J75	12.32	9.34	+1.30%
iShares MSCI World ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ569	12.00	7.88	+0.78%
iShares Core MSCI World UCITS	IE00B4L5Y983	10.38	99.94	+1.25%
Euro Bund Future Mar 24	-	9.33	-	-
MS INVF Global Sustain Z USD Acc	LU1842711688	5.30	-	-
Invesco MSCI World UCITS	IE00B60SX394	5.14	107.20	+1.32%
Threadneedle (Lux) - Global Focus Class IE	LU1491344765	5.06	25.086	+0.27%
Invesco MSCI World ESG Unvsl Screened UCITS	IE00BJQRDK83	4.97	67.11	+1.02%
Janus Henderson Hrzn Euro Corp Bd G2 EUR	LU1004011935	4.13	-	-
Amundi ETF Govt Bond Lowest Rated EuroMTS Investme	LU1681046774	4.01	222.64	+0.97%

Top Equity Funds by Gothaer Asset Management

Name	Total Assets	YTD%	3Y%	10Y%
WHC Global Discovery	399.99M	2.97	-4.53	5.34
Gothaer Comfort Dynamik T	225.1M	5.38	3.54	4.71
Gothaer Comfort Ertrag A	204.51M	2.39	-1.66	1.18
Gothaer Comfort Ertrag T	204.51M	0.56	-2.36	0.96
Stadtsparkasse DusseldorfAbsolute	69.18M	-9.56	-4.58	-0.52

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Gothaer Comfort B.	165.790	-0.230	-0.14%
	600018	5.57	-0.07	-1.24%