RISE EQUITY BALANCEDRISE EQUITY BALANCEDRISE EQUITY BALANCED

RISE EQUITY BALANCED

No trades
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Key stats


Assets under management (AUM)
‪79.58 M‬KRW
Fund flows (1Y)
‪−7.73 B‬KRW
Dividend yield (indicated)
1.40%
Discount/Premium to NAV
0.4%
Shares outstanding
‪2.00 K‬
Expense ratio
0.25%

About RISE EQUITY BALANCED


Brand
KB RISE
Inception date
Oct 17, 2013
Index tracked
KRX Moderate Balanced Index - KRW - Benchmark TR Net
Replication method
Physical
Management style
Passive
Dividend treatment
Distributes
Primary advisor
KB Asset Management Co. Ltd.
ISIN
KR7183710003
The investment objective of Fund is to provide investment results closely track to the performance of the KRX Moderate Balanced Index(MOBIX) with minimal tracking errs.

Classification


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Income & capital appreciation
Strategy
Fixed asset allocation
Geography
Asia-Pacific
Weighting scheme
Fixed
Selection criteria
Fixed
What's in the fund
Exposure type
StocksBonds, Cash & Other
Government
Stocks0.02%
Electronic Technology0.01%
Finance0.00%
Producer Manufacturing0.00%
Consumer Durables0.00%
Technology Services0.00%
Health Technology0.00%
Consumer Non-Durables0.00%
Non-Energy Minerals0.00%
Process Industries0.00%
Communications0.00%
Transportation0.00%
Industrial Services0.00%
Energy Minerals0.00%
Commercial Services0.00%
Utilities0.00%
Consumer Services0.00%
Retail Trade0.00%
Bonds, Cash & Other99.98%
Government96.84%
Cash3.13%
ETF0.00%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.

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