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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1028 | 1160 | 1314 | 1668 | 3325 |
Fund Return | 5.62% | 2.81% | 15.99% | 9.52% | 10.77% | 12.77% |
Place in category | 137 | 122 | 107 | 111 | 75 | 15 |
% in Category | 78 | 91 | 49 | 57 | 40 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BE0940002729 | 1.83B | 8.99 | 9.22 | 8.34 | ||
BE0058652646 | 1.74B | 9.27 | 4.36 | 8.66 | ||
BE0948502365 | 1.51B | 9.05 | 5.54 | 13.52 | ||
DPAM HORIZON B Balanced Strategy A | 1.2B | 2.22 | 0.26 | 4.79 | ||
DPAM HORIZON B Balanced Strategy B | 1.2B | 2.22 | 0.04 | 4.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DPAM Capital B Equities US DividenB | 488.05M | 5.31 | 8.65 | 12.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 8.95 | - | - | |
Apple Inc | - | 6.23 | - | - | |
Broadcom Inc | - | 3.02 | - | - | |
JPMorgan Chase & Co | - | 2.64 | - | - | |
Merck & Co Inc | - | 2.51 | - | - |
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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