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Rakuten Global Balance Growth (0P0000KU4U)

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26,973.000 -18.000    -0.07%
06:00:00 - Closed. Currency in JPY
Type:  Fund
Market:  Japan
Issuer:  Rakuten Investment Management Inc
ISIN:  JP90C0006EM5 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 608M
Rakuten Global Balance Growth 26,973.000 -18.000 -0.07%

0P0000KU4U Overview

 
Find basic information about the Rakuten Global Balance Growth 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 0P0000KU4U MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change5.62%
Prev. Close26,991
Risk Rating
TTM Yield0%
ROE23.38%
IssuerRakuten Investment Management Inc
TurnoverN/A
ROA9.72%
Inception DateAug 07, 2009
Total Assets608M
Expenses1.49%
Min. Investment10,000
Market Cap14,970.56B
CategoryModerately Aggressive Allocation
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Rakuten Global Balance Growth Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 989 1027 987 1290 1669 1675
Fund Return -1.07% 2.68% -1.28% 8.86% 10.79% 5.29%
Place in category 101 96 122 57 42 33
% in Category 76 69 94 53 43 60

Top Equity Funds by Rakuten Investment Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Rakuten Whole US Equity Index Fund 1,957.95B 39.13 19.92 -
  JP90C000Q2U6 633.98B -4.86 - -
  Rakuten Whole World Equity Index 639.05B 30.71 16.78 -
  JP90C000Q2W2 436.75B -0.75 - -
  Rakuten Japan Equity 4.3 Bull 46.81B -4.34 29.85 -

Top Funds for Moderately Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  SMTAM World Economy Index Fund 423.14B 0.25 11.11 6.31
  Nomura Nomu Wrap Fund Aggressive 418.09B -2.01 12.75 7.83
  Slim Balance 8 Asset Equability 369.55B -0.19 8.96 -
  MUKAM MUFJ Prime Balance Growth DC 303.89B 0.94 13.51 7.39
  SMTAM DC World Economy Index Fund 233.79B 0.16 11.05 6.30

Top Holdings

Name ISIN Weight % Last Change %
iShares Global Govt Bond UCITS ETF USD - 35.33 - -
iShares MSCI EAFE ETF - 20.33 - -
iShares Core S&P 500 ETF - 19.54 - -
iShares MSCI Emerging Markets ETF - 6.98 - -
  iShares J.P. Morgan $ Emerging Markets Bond UCITS IE00B2NPKV68 6.71 89.96 -0.23%

Technical Summary

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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