Breaking News
Get 40% Off 0
🎁 💸 Warren Buffett's Top Picks Are Up +49.1%. Copy Them to Your Watchlist – For Free Copy Portfolio
Close

Rakuten Target Year 2040 (0P00018S0X)

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
 
21,735.000 -37.000    -0.17%
31/05 - Delayed Data. Currency in JPY ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 5.27B
Type:  Fund
Market:  Japan
Issuer:  Rakuten Investment Management Inc
ISIN:  JP90C000DZP3 
Asset Class:  Other
Rakuten Target Year 2040 21,735.000 -37.000 -0.17%

0P00018S0X Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Rakuten Target Year 2040 (0P00018S0X) fund. Our Rakuten Target Year 2040 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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

Name  Net %  Long %  Short %
Cash 12.970 12.970 0.000
Stocks 64.610 64.610 0.000
Bonds 22.370 22.370 0.000
Preferred 0.010 0.010 0.000
Other 0.050 0.050 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.293 15.539
Price to Book 2.009 1.593
Price to Sales 1.152 1.291
Price to Cash Flow 7.747 8.418
Dividend Yield 2.632 2.735
5 Years Earnings Growth 11.604 10.605

Sector Allocation

Name  Net % Category Average
Technology 17.460 17.764
Financial Services 14.240 13.269
Industrials 13.650 16.183
Healthcare 10.960 9.724
Consumer Cyclical 10.700 13.014
Energy 8.910 2.893
Consumer Defensive 6.660 6.319
Communication Services 6.560 6.746
Basic Materials 5.640 5.285
Real Estate 2.970 10.888
Utilities 2.260 1.640

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 3

Number of short holdings: 0

Name ISIN Weight % Last Change %
Rakuten Global Equity Mother - 65.15 - -
Rakuten World Bond Hedged Mother - 34.76 - -

Top Other Funds by Rakuten Investment Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Rakuten Target Year 2050 4.07B 11.43 11.58 -
  Rakuten Target Year 2030 2.74B 4.27 2.57 -
  Rakuten Volatility Dividend 1 Month 385M -0.36 -1.21 5.12
  Rakuten Volatility Asset Growth 446M -0.32 -1.11 4.90
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.

0P00018S0X Comments

Write your thoughts about Rakuten Target Year 2040
 
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