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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1127 | 1068 | 1298 | 1405 | 1726 | 2893 |
Fund Return | 12.68% | 6.77% | 29.78% | 12.01% | 11.54% | 11.21% |
Place in category | 166 | 860 | 108 | 134 | 638 | 472 |
% in Category | 3 | 13 | 2 | 3 | 18 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kapital Plus P EUR | 10.37M | -4.78 | 6.19 | 5.64 | ||
Kapital Plus I EUR | 90.31M | 4.63 | 2.48 | 3.38 | ||
Kapital Plus P2 EUR | 5.53M | 4.66 | 2.63 | 3.53 | ||
DE000A2DU1Y2 | 22.45M | - | - | - | ||
Kapital Plus A EUR | 3.17B | 0.40 | -0.25 | 2.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal I | 17.33B | 11.02 | 11.29 | 12.58 | ||
UniGlobal | 17.33B | 10.19 | 13.77 | 11.96 | ||
DWS Vermogensbildungsfonds I LD | 14.48B | 10.21 | 10.70 | 11.52 | ||
DWS Vermogensbildungsfonds I ID | 14.48B | 10.45 | 11.64 | - | ||
UniFavorit: Aktien I | 11.31B | 13.76 | 11.33 | 12.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.90 | - | - | |
Apple Inc | - | 4.23 | - | - | |
NVIDIA Corp | - | 3.21 | - | - | |
Meta Platforms Inc Class A | - | 2.37 | - | - | |
Amazon.com Inc | - | 2.13 | - | - |
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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