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Rakuten Global Balance Growth (0P0000KU4U)

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25,397.000 +118.000    +0.47%
10/05 - Closed. Currency in JPY ( Disclaimer )
Type:  Fund
Market:  Japan
Issuer:  Rakuten Investment Management Inc
ISIN:  JP90C0006EM5 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 549M
Rakuten Global Balance Growth 25,397.000 +118.000 +0.47%

Rakuten Global Balance Growth 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. (ISIN: JP90C0006EM5)
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Rating
1-Year Change23.42%
Prev. Close25,279
Risk Rating
TTM Yield0%
ROE21.84%
IssuerRakuten Investment Management Inc
TurnoverN/A
ROA8.19%
Inception DateAug 07, 2009
Total Assets549M
Expenses1.56%
Min. Investment10,000
Market Cap11,171.48B
CategoryModerately Aggressive Allocation
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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1106 1073 1231 1350 1565 1842
Fund Return 10.55% 7.34% 23.06% 10.52% 9.38% 6.3%
Place in category 42 23 49 36 41 40
% in Category 32 17 38 31 38 75

Top Equity Funds by Rakuten Investment Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Rakuten Whole US Equity Index Fund 1,500.72B 17.71 19.86 -
  Rakuten Whole World Equity Index 480.73B 16.39 16.93 -
  JP90C000Q2U6 171.03B 18.77 - -
  JP90C000Q2W2 129.34B 17.17 - -
  Rakuten Japan Equity 4.3 Bull 78.08B 71.72 26.72 -

Top Funds for Moderately Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Saison Vanguard Global Balance Fund 475.36B 10.71 11.37 8.01
  SMTAM World Economy Index Fund 305.68B 11.00 10.29 7.22
  MUKAM MUFJ Prime Balance Growth DC 278.38B 12.66 12.53 9.44
  Slim Balance 8 Asset Equability 274.91B 7.95 8.21 -
  Nomura Nomu Wrap Fund Aggressive 240.77B 11.73 12.98 9.21

Top Holdings

Name ISIN Weight % Last Change %
iShares Global Govt Bond UCITS ETF USD - 36.05 - -
iShares MSCI EAFE ETF - 20.50 - -
iShares Core S&P 500 ETF - 18.01 - -
  iShares J.P. Morgan $ Emerging Markets Bond UCITS IE00B2NPKV68 7.25 86.75 -0.12%
iShares MSCI Emerging Markets ETF - 6.98 - -

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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0P0000KU4U Comments

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Donald Trump
Donald Trump May 26, 2020 6:37AM ET
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This company has a really negative trend. The continuous scandals relating to corruption and unorthodox business practices, to list the strong link with the Yakuza (Japanese mafia) from which most of the management is part of.
 
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