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Kepler Mix Ausgewogen (t) (0P000010JY)

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183.720 -0.190    -0.10%
23/12 - Closed. Currency in EUR
Type:  Fund
Market:  Austria
ISIN:  AT0000722590 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 176.15M
KEPLER Mix Ausgewogen T 183.720 -0.190 -0.10%

0P000010JY Overview

 
Find basic information about the Kepler Mix Ausgewogen (t) mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000010JY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.65%
Prev. Close183.91
Risk Rating
TTM YieldN/A
ROE27.89%
IssuerN/A
Turnover58.14%
ROA12.23%
Inception DateFeb 01, 2001
Total Assets176.15M
ExpensesN/A
Min. Investment2,500
Market Cap100.01B
CategoryEUR Moderate Allocation - Global
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Kepler Mix Ausgewogen (t) Analysis


Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1102 1029 1199 1071 1180 1478
Fund Return 10.22% 2.91% 19.87% 2.33% 3.36% 3.99%
Place in category 385 271 297 410 931 315
% in Category 15 10 11 19 45 28

Top Equity Funds by KEPLER-FONDS Kapitalanlagegesellschaft m.b.H.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Portfolio Management SOLIDE A 800.58M 6.75 0.34 2.33
  Portfolio Management SOLIDE T 800.58M 6.74 0.34 2.33
  KEPLER Vorsorge Mixfonds A 738.35M 10.35 2.29 4.19
  KEPLER Vorsorge Mixfonds T 738.35M 10.35 2.29 4.18
  KEPLER Risk Select Aktienfonds A 340.75M 18.26 6.30 7.88

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Raiffeisen Nachhaltigkeit Mix A 5.52B 7.98 0.41 4.56
  Raiffeisen Nachhaltigkeit Mix T 5.52B 7.98 0.41 4.55
  Raiffeisen Nachhaltigkeit Mix VT 5.52B 7.98 0.41 4.55
  Raiffeisenfonds Ertrag T 1.17B 9.22 1.55 4.12
  Raiffeisenfonds Ertrag A 1.17B 9.22 1.55 4.12

Top Holdings

Name ISIN Weight % Last Change %
Kepler Euro Rentenfonds T AT0000A2MHG3 7.49 - -
  KEPLER Europa Rentenfonds A AT0000799846 4.96 89.740 -0.03%
  Xtrackers MSCI USA UCITS ETF 1C IE00BJ0KDR00 4.14 166.35 -0.26%
  Macquarie Bonds Europe T AT0000818059 3.64 136.520 +0.11%
  iShares $ Treasury Bond 7-10yr UCITS ETF EUR Hedge IE00BGPP6697 3.61 3.93 -0.51%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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