Breaking News
Get 40% Off 0
💰 Buffett reveals a $6.7B stake in Chubb. Copy the full portfolio for FREE with InvestingPro’s Stock Ideas tool Copy Portfolio
Close

Gothaer Comfort Dynamik T (0P0000G68B)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
197.250 +0.620    +0.32%
16/05 - Closed. Currency in EUR ( Disclaimer )
Type:  Fund
Market:  Germany
ISIN:  DE000DWS0RY1 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 227.49M
Gothaer Comfort Dynamik T 197.250 +0.620 +0.32%

0P0000G68B Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Gothaer Comfort Dynamik T (0P0000G68B) fund. Our Gothaer Comfort Dynamik T portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Stocks 75.180 76.900 1.720
Bonds 25.420 26.830 1.410
Convertible 0.100 0.100 0.000
Preferred 0.010 0.010 0.000
Other 0.030 0.040 0.010

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.478 16.386
Price to Book 2.818 2.401
Price to Sales 1.980 1.663
Price to Cash Flow 12.077 10.044
Dividend Yield 2.005 2.449
5 Years Earnings Growth 10.578 10.676

Sector Allocation

Name  Net % Category Average
Technology 26.380 20.026
Financial Services 15.740 14.655
Healthcare 13.390 12.798
Industrials 10.430 12.448
Consumer Cyclical 10.130 11.030
Communication Services 6.850 6.919
Consumer Defensive 5.980 7.815
Basic Materials 3.480 5.897
Energy 3.320 4.025
Real Estate 2.370 3.219
Utilities 1.930 2.955

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 30

Number of short holdings: 8

Name ISIN Weight % Last Change %
  iShares MSCI World ESG Screened UCITS ETF USD (Acc IE00BFNM3J75 17.37 9.34 -0.46%
  Invesco MSCI World UCITS IE00B60SX394 17.30 107.18 -0.34%
  iShares Core MSCI World UCITS IE00B4L5Y983 10.57 99.98 -0.39%
Euro Bund Future Dec 23 - 8.50 - -
  iShares MSCI World ESG Enhanced UCITS ETF USD Acc IE00BHZPJ569 7.64 7.89 -0.28%
MS INVF Global Sustain Z USD Acc LU1842711688 5.20 - -
  Threadneedle (Lux) - Global Focus Class IE LU1491344765 4.04 25.314 -0.23%
  iShares MSCI USA ESG Screened UCITS Acc IE00BFNM3G45 4.02 9.80 -0.45%
  iShares MSCI USA ESG Enhanced UCITS ETF USD Acc IE00BHZPJ908 3.92 8.78 -0.59%
  Invesco MSCI World ESG Unvsl Screened UCITS IE00BJQRDK83 3.46 67.03 -0.27%

Top Equity Funds by Gothaer Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  WHC Global Discovery 403.88M 2.97 -4.53 5.34
  Gothaer Comfort Balance T 215.01M 3.08 0.55 2.73
  Gothaer Comfort Ertrag A 206.13M 2.39 -1.66 1.18
  Gothaer Comfort Ertrag T 206.13M 0.56 -2.36 0.96
  Stadtsparkasse DusseldorfAbsolute 69.41M -9.56 -4.58 -0.52
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000G68B Comments

Write your thoughts about Gothaer Comfort Dynamik T
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email