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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 | 10.19M | -4.78 | 6.19 | 5.64 | ||
Kapital Plus P2 EUR | 5.45M | 4.66 | 2.63 | 3.53 | ||
Kapital Plus I EUR | 88.83M | 4.63 | 2.48 | 3.38 | ||
DE000A2DU1Y2 | 22.27M | - | - | - | ||
Kapital Plus A EUR | 3.13B | 0.40 | -0.25 | 2.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal I | 16.88B | 14.04 | 13.16 | 12.86 | ||
UniGlobal | 16.88B | 10.19 | 13.77 | 11.96 | ||
DWS Vermogensbildungsfonds I ID | 14.06B | 10.45 | 11.64 | - | ||
DWS Vermogensbildungsfonds I LD | 14.06B | 10.21 | 10.70 | 11.52 | ||
UniFavorit: Aktien I | 11.01B | 16.97 | 12.98 | 12.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.88 | 406.96 | +2.29% | |
Apple | US0378331005 | 4.55 | 183.37 | +5.98% | |
NVIDIA | US67066G1040 | 2.84 | 887.37 | +3.40% | |
Meta Platforms | US30303M1027 | 2.39 | 451.71 | +2.27% | |
Amazon.com | US0231351067 | 2.11 | 186.29 | +0.85% |
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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