Breaking News
Get 40% Off 0
🔮 Better than the Oracle? Our Fair Value found this +42% bagger 5 months before Buffett bought it Read More
Close

Rakuten Global Balance Aggressive (0P0000KU3W)

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
 
31,312.000 -8.000    -0.03%
10/06 - Closed. Currency in JPY ( Disclaimer )
Type:  Fund
Market:  Japan
Issuer:  Rakuten Investment Management Inc
ISIN:  JP90C0006EL7 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.64B
Rakuten Global Balance Aggressive 31,312.000 -8.000 -0.03%

0P0000KU3W Overview

 
Find basic information about the Rakuten Global Balance Aggressive 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 0P0000KU3W MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change24.89%
Prev. Close31,320
Risk Rating
TTM Yield0%
ROE21.18%
IssuerRakuten Investment Management Inc
TurnoverN/A
ROA7.88%
Inception DateAug 07, 2009
Total Assets3.64B
Expenses1.49%
Min. Investment10,000
Market Cap10,214.72B
CategoryAggressive Allocation
What is your sentiment on Rakuten Global Balance Aggressive?
or
Market is currently closed. Voting is open during market hours.

Rakuten Global Balance Aggressive Analysis


Performance

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

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1141 1064 1257 1466 1856 2087
Fund Return 14.12% 6.43% 25.67% 13.6% 13.16% 7.64%
Place in category 24 23 28 11 17 15
% in Category 25 24 30 13 22 44

Top Equity Funds by Rakuten Investment Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Rakuten Whole US Equity Index Fund 1,544.38B 17.71 19.86 -
  Rakuten Whole World Equity Index 494.65B 16.39 16.93 -
  JP90C000Q2U6 194.83B 18.77 - -
  JP90C000Q2W2 147.51B 17.17 - -
  Rakuten Japan Equity 4.3 Bull 74.03B 71.72 26.72 -

Top Funds for Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ichiyoshi Fund Wrap Alternative 77.55B 8.79 5.99 -
  Resona Wrap Fund Growth 55.82B 12.30 12.35 -
  Daiwa FE Global Value UnHedged 33.32B 15.87 16.22 -
  SJNK Happy Aging 20 27.66B 17.42 18.12 10.52
  SMTAM DC World Economy Eq Shift 23.58B 13.54 12.32 9.20

Top Holdings

Name ISIN Weight % Last Change %
iShares MSCI EAFE ETF - 25.25 - -
iShares Core S&P 500 ETF - 21.54 - -
iShares Global Govt Bond UCITS ETF USD - 13.86 - -
iShares S&P GSCI Commodity-Indexed Trust - 10.24 - -
iShares US Real Estate ETF - 9.70 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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.

0P0000KU3W Comments

Write your thoughts about Rakuten Global Balance Aggressive
 
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