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Daiwa Stable Balance Fund - The First Step - (0P00017EW8)

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9,539.000 -22.000    -0.23%
00:00:00 - Delayed Data. Currency in JPY
Type:  Fund
Market:  Japan
Issuer:  Daiwa Asset Management Co Ltd
ISIN:  JP90C000CVL3 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 440M
Daiwa Stable Balance Fund - The First Step - 9,539.000 -22.000 -0.23%

Daiwa Stable Balance Fund - The First Step - Overview

 
Find basic information about the Daiwa Stable Balance Fund - The First Step - 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 0P00017EW8 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: JP90C000CVL3)
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Rating
1-Year Change - 0.7%
Prev. Close9,561
Risk Rating
TTM Yield0%
ROE13.60%
IssuerDaiwa Asset Management Co Ltd
TurnoverN/A
ROA5.54%
Inception DateFeb 16, 2016
Total Assets440M
Expenses1.11%
Min. InvestmentN/A
Market Cap2,138.63B
CategoryRisk Control Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 989 995 975 944 946 -
Fund Return -1.09% -0.51% -2.47% -1.92% -1.1% -
Place in category 65 62 68 33 29 -
% in Category 89 85 96 64 85 -

Top Equity Funds by Daiwa Asset Management Co Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Daiwa Nikkei225 Listed 4,817.39B 18.53 12.67 10.98
  Daiwa US REIT Open Dividend 1 Month 798.24B 23.90 12.90 10.52
  Daiwa Fund Wrap Japan Equity Select 755.64B 16.49 11.66 9.88
  Daiwa Wrap Foreign Equity Select 567.15B 26.65 16.61 12.86
  Daiwa Fund Wrap Hedge Fund Select 418.13B 0.61 -0.96 -0.39

Top Funds for Risk Control Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AMOne Investment Sommelier 340.83B 1.96 -3.89 0.59
  Nikko Smart Five Dividend 1 Month 279.28B 7.75 4.40 3.38
  AO Risk Control World 8 Asset Balan 132.18B 1.45 -2.67 -
  Nikko Smart Five Dividend 1 Year 54.09B 7.72 4.41 3.37
  Nikko Fine Blend Dividend 1 Month 45.61B 7.78 4.45 3.34

Top Holdings

Name ISIN Weight % Last Change %
Daiwa Domestic Japan Bond Mother Fund - 35.54 - -
Daiwa Dev Countrs Bond(Hdg) Mother - 17.74 - -
Daiwa Dev Countrs REIT Mother - 1.91 - -
Daiwa Domestic Japan REIT Mother - 1.89 - -
Daiwa Dev Countrs Bond Mother - 1.88 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Strong Sell Strong Sell
Technical Indicators Strong Sell Strong Sell Strong Sell
Summary Strong Sell Strong Sell Strong Sell
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