SQUERY › Funds › Compare
SQUERY://COMPARE
Pekao PPK 2055 vs PPK inPZU 2055
Pekao PPK 2055 and PPK inPZU 2055 share 59 holdings, giving 37.7% portfolio overlap (25.2% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
37.7%Portfolio overlap
59Shared holdings
25.2%Weighted similarity
Side by side
- Metric
- Pekao PPK 2055
- PPK inPZU 2055
- Manager
- Pekao TFI
- PZU TFI
- Category
- zdefiniowanej daty PPK 2055
- zdefiniowanej daty PPK 2055
- Geographic focus
- Poland
- Poland
- Risk level (SRI)
- Podwyższone
- Podwyższone
- Benchmark
- fundusz nie posiada benchmarku
- fundusz nie posiada benchmarku
- Assets under management
- 193,29 mln PLN
- 766,36 mln PLN
- Management fee
- 0,22%
- 0,24%
- Year to date
- +20.37%
- +16.36%
- 1 year
- +27.16%
- +22.55%
- 3 years
- +84.89%
- +69.98%
- 5 years
- +96.81%
- +66.54%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao PPK 2055 | Weight in PPK inPZU 2055 |
|---|---|---|---|
| Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 6.04% | 5.69% |
| Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 3.58% | 3.35% |
| LPP S.A. | PLLPP0000011 | 6.19% | 2.91% |
| Allegro.eu S.A. | LU2237380790 | 3.42% | 2.65% |
| Benefit Systems S.A. | PLBNFTS00018 | 2.51% | 2.55% |
| Powszechny Zakład Ubezpieczeń S.A. | PLPZU0000011 | 2.18% | 2.18% |
| Orlen S.A. | PLPKN0000018 | 2.13% | 4.06% |
| KGHM Polska Miedź S.A. | PLKGHM000017 | 1.78% | 3.40% |
| Alior Bank S.A. | PLALIOR00045 | 2.89% | 1.27% |
| X-Trade Brokers S.A. | PLXTRDM00011 | 1.87% | 1.26% |
| Dino Polska S.A. | PLDINPL00011 | 2.00% | 1.07% |
| Rzeczpospolita Polska | PL0000117024 | 0.88% | 0.86% |
| Santander Bank Polska S.A. | PLBZ00000044 | 0.76% | 1.76% |
| Rzeczpospolita Polska | PL0000118774 | 3.67% | 0.68% |
| Grupa Kęty S.A. | PLKETY000011 | 0.83% | 0.62% |
Compare interactively → Pekao PPK 2055 Full profile → PPK inPZU 2055 Full profile →