RISE S&P500RISE S&P500RISE S&P500

RISE S&P500

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Key stats


Assets under management (AUM)
‪8.87 B‬KRW
Fund flows (1Y)
‪−214.71 B‬KRW
Dividend yield (indicated)
1.12%
Discount/Premium to NAV
0.2%
Shares outstanding
‪465.00 K‬
Expense ratio
0.02%

About RISE S&P500


Issuer
KB Financial Group, Inc.
Brand
KB RISE
Inception date
Apr 9, 2021
Index tracked
S&P 500
Replication method
Physical
Management style
Passive
Primary advisor
KB Asset Management Co. Ltd.
ISIN
KR7379780000
This investment trust aims to realize a rate of return similar to the rate of return of the S&P 500 index, which is a KRW-converted index (without currency hedging), which is the underlying index.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Vanilla
Geography
U.S.
Weighting scheme
Market cap
Selection criteria
Committee
What's in the fund
Exposure type
StocksBonds, Cash & Other
Electronic Technology
Technology Services
Finance
Stock breakdown by region
100%
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.