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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1131 | 1255 | 1496 | 1753 | 2801 |
Fund Return | 8.97% | 13.11% | 25.45% | 14.36% | 11.88% | 10.85% |
Place in category | 666 | 675 | 344 | 203 | 955 | 551 |
% in Category | 10 | 10 | 7 | 4 | 26 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kapital Plus P EUR | 6.48M | -4.78 | 6.19 | 5.64 | ||
Kapital Plus P2 EUR | 5.47M | 4.66 | 2.63 | 3.53 | ||
Kapital Plus I EUR | 89.7M | 4.63 | 2.48 | 3.38 | ||
DE000A2DU1Y2 | 22.65M | - | - | - | ||
Kapital Plus A EUR | 3.15B | 0.40 | -0.25 | 2.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal I | 16.79B | 14.04 | 13.16 | 12.86 | ||
UniGlobal | 16.79B | 10.19 | 13.77 | 11.96 | ||
DWS Vermogensbildungsfonds I LD | 14.05B | 10.21 | 10.70 | 11.52 | ||
DWS Vermogensbildungsfonds I ID | 14.05B | 10.45 | 11.64 | - | ||
UniFavorit: Aktien I | 10.97B | 16.97 | 12.98 | 12.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.10 | 409.06 | +0.37% | |
Apple | US0378331005 | 4.91 | 169.02 | +1.27% | |
NVIDIA | US67066G1040 | 2.39 | 796.77 | -3.33% | |
Meta Platforms | US30303M1027 | 2.05 | 493.50 | -0.52% | |
Amazon.com | US0231351067 | 2.02 | 176.59 | -1.64% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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