Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.150 | 4.150 | 0.000 |
Shares | 29.570 | 29.570 | 0.000 |
Bonds | 66.260 | 66.260 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.563 | 15.853 |
Price to Book | 0.877 | 1.597 |
Price to Sales | 0.678 | 1.364 |
Price to Cash Flow | 6.016 | 8.563 |
Dividend Yield | 2.943 | 2.560 |
5 Years Earnings Growth | 10.287 | 10.933 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.850 | 11.570 |
Consumer Cyclical | 16.750 | 13.589 |
Industrials | 14.870 | 17.336 |
Technology | 10.470 | 17.798 |
Healthcare | 9.840 | 9.351 |
Basic Materials | 6.690 | 5.043 |
Consumer Defensive | 5.230 | 6.472 |
Communication Services | 4.550 | 6.673 |
Real Estate | 4.130 | 9.598 |
Utilities | 2.480 | 3.760 |
Energy | 1.150 | 2.030 |
Number of long holdings: 7
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SOMPO Japan Bond Mother Fund | - | 56.97 | - | - | |
SOMPO Foreign Bond Unhedged Mother | - | 10.81 | - | - | |
SOMPO Small Cap Mother Fund | - | 9.60 | - | - | |
SOMPO Large Cap Value Mother Fund | - | 9.56 | - | - | |
SOMPO TCW Foreign Equity MF | - | 8.14 | - | - | |
iShares Core MSCI Emerging Markets ETF | - | 3.12 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SompoJapan Green Open | 43.55B | 14.11 | 15.94 | 9.92 | ||
SJNK Mizuho High Dividend Japan Eq | 29.79B | 14.51 | 20.31 | 11.17 | ||
SJNK Happy Aging 40 | 29.41B | 8.35 | 9.07 | 6.15 | ||
SJNK Happy Aging 20 | 27.9B | 15.46 | 17.85 | 10.59 | ||
SJNK Happy Aging 30 | 27.18B | 12.67 | 14.29 | 8.64 |
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.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review