Breaking News
Get 55% Off 0
NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stock
Read More
Close

Sbiokasan World Reit Selection Us Hedged (0P00009ZPM)

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
 
2,358.000 +15.000    +0.64%
22/11 - Closed. Currency in JPY
Type:  Fund
Market:  Japan
ISIN:  JP90C0001YQ5 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 225M
Okasan World REIT Selection US Hedged 2,358.000 +15.000 +0.64%

0P00009ZPM Overview

 
Find basic information about the Sbiokasan World Reit Selection Us Hedged 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 0P00009ZPM 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 Change9.07%
Prev. Close2,343
Risk Rating
TTM Yield5.03%
ROE16.37%
IssuerN/A
TurnoverN/A
ROA3.60%
Inception DateApr 01, 2005
Total Assets225M
Expenses1.69%
Min. Investment10,000
Market Cap4,115.29B
CategoryUS REIT - JPY Hedged
What is your sentiment on Okasan World REIT Selection US Hedged?
or
Market is currently closed. Voting is open during market hours.

Sbiokasan World Reit Selection Us Hedged 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 1059 1049 1257 882 1074 1319
Fund Return 5.92% 4.93% 25.69% -4.11% 1.43% 2.81%
Place in category 10 13 10 10 7 6
% in Category 60 80 60 60 43 63

Top Equity Funds by SBI Okasan Asset Management Co., Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Okasan Japan High Div Rebalance 159.16B 11.00 21.36 11.87
  Ok Asia O High Div Growth Eq Div 1M 87.44B 23.53 9.29 4.62
  Okasan World REIT Selection US 31.64B 19.65 9.50 8.43
  Okasan World REIT Selection Asia 28.16B 5.10 5.84 6.39
  Ok EM Contin Div Increase Growth Eq 22.46B 16.18 8.98 5.59

Top Funds for US REIT - JPY Hedged Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity US REIT Fund A Hedged 30.03B 6.29 -3.79 3.81
  Daiwa US REIT Open Dividend 1 MontA 22.66B 8.96 -2.19 4.60
  Fidelity US REIT Fund Asset Growth 13.16B 7.80 -1.19 4.80
  GS US REIT A Div 1 Month Hedged 6.07B 2.11 -6.05 0.73
  Daiwa US-REIT Open Div 1Y Hedged 1.58B 9.74 0.25 5.22

Top Holdings

Name ISIN Weight % Last Change %
SBIOkasan US REIT Mother Fund - 94.99 - -

Technical Summary

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

0P00009ZPM Comments

Write your thoughts about Sbiokasan World Reit Selection Us Hedged
 
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 Apple
Continue with Google
or
Sign up with Email