Among the low-cost index funds available through the NISA Tsumitate Investment Quota, the article covers a total of 29 ☆☆☆-rated funds across the global equity, U.S. equity, developed-market equity and Japanese equity categories, using the latest data as of the end of June.
This article introduces funds that have received a “☆☆☆” rating, focusing on those with low trust fees among the index funds available for purchase through the NISA Tsumitate Investment Quota. The funds are divided into four categories—global equities, U.S. equities, developed-market equities and Japanese equities—and the article compares the characteristics of each fund and its index, along with costs.
The article lists 8 global equity funds, 14 U.S. equity funds, 7 developed-market equity funds and 10 Japanese equity funds with three-star ratings. For each fund, it presents the trust fee, net assets, NAV as of the end of June and latest NAV. The data is as of the end of June 2026, and notes on exclusion criteria and other conditions are also provided.
Examples of funds include the Rakuten Plus All Country Equity Index Fund and others in the global equity category, as well as a range of products tracking indexes such as the S&P 500 and CRSP indexes in the U.S. equity category. The developed-market equity category is centered on funds tracking the MSCI Kokusai Index, while the Japanese equity category includes funds tracking TOPIX and the Nikkei 225.
Across all categories, the basic policy is to choose funds with lower trust fees among products tracking the same index, on the assumption of long-term investment. The article suggests considering a review when the difference in trust fees from an already-held fund is approximately 0.1 percentage points or more.