Breaking News
Get 50% Off 0
NVDA gained a massive 197% since our AI first added it in November - is it time to sell? 🤔 Read more
Close

Zukunftsplan Iv (0P0000JSNY)

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
 
122.990 -0.060    -0.05%
27/06 - Delayed Data. Currency in EUR ( Disclaimer )
Type:  Fund
Market:  Germany
Issuer:  Deka Investment GmbH
ISIN:  DE000DK1CJ53 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 359.01M
ZukunftsPlan IV 122.990 -0.060 -0.05%

0P0000JSNY Holdings

 
Comprehensive information about top holdings and Key Holding Information for the ZukunftsPlan IV (0P0000JSNY) fund. Our ZukunftsPlan IV 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 %
Cash 9.380 30.900 21.520
Stocks 2.080 2.090 0.010
Bonds 75.130 77.310 2.180
Convertible 0.810 0.810 0.000
Other 12.610 12.620 0.010

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 12.137 15.275
Price to Book 1.826 2.044
Price to Sales 1.501 1.399
Price to Cash Flow 8.141 8.486
Dividend Yield 3.437 2.852
5 Years Earnings Growth 11.380 11.165

Sector Allocation

Name  Net % Category Average
Technology 26.350 16.367
Financial Services 24.630 14.985
Consumer Cyclical 12.770 11.508
Communication Services 8.110 6.103
Industrials 6.620 15.616
Consumer Defensive 5.110 8.059
Healthcare 4.660 11.837
Energy 4.560 5.024
Basic Materials 4.370 8.618
Utilities 1.710 4.055
Real Estate 1.100 3.318

Region Allocation

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

Top Holdings

Number of long holdings: 21

Number of short holdings: 2

Name ISIN Weight % Last Change %
Deka-FlexZins CF LU0249486092 17.00 - -
  Deka-VarioInvest TF DE0009771824 16.50 64.120 0.00%
  iShares eb.rexx Money Market DE000A0Q4RZ9 9.89 74.76 0.00%
  iShares Global Government Bond UCITS IE00B3F81K65 6.98 88.76 -0.14%
  BlackRock Global Funds - Global Government Bond Fu LU0297942863 6.51 22.800 -0.09%
  DekaRent-international CF DE0008474560 6.25 16.130 -0.43%
Deka-Cash LU0230155797 5.73 - -
DekaLux-Geldmarkt: Euro LU0052863874 4.99 - -
Deka-Em Bond Av LU1508394241 3.54 - -
Schroder ISF EURO Corp Bd IZ Acc EUR LU1078767826 2.62 - -

Top Equity Funds by Deka Investment GmbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  Deka GlobalChampions CF 7.49B 14.04 10.12 11.72
  DekaFonds CF 3.66B -27.52 -3.99 4.02
  ZukunftsPlan I 3.19B 10.43 7.39 7.69
  AriDeka CF 2.3B -18.81 1.20 5.15
  Deka-UmweltInvest CF 2.1B 8.29 -0.31 9.58
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.

0P0000JSNY Comments

Write your thoughts about Zukunftsplan Iv
 
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