Breaking News
Get 40% Off 0
👀 👁 🧿 All eyes on Biogen, up +4,56% after posting earnings. Our AI picked it in March 2024.
Which stocks will surge next?
Unlock AI-picked Stocks
Close

Sompo Happy Aging 60 (0P00009ZBZ)

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
 
13,510.000 -10.000    -0.07%
26/04 - Closed. Currency in JPY ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 5.66B
Type:  Fund
Market:  Japan
Issuer:  SOMPO JAPAN NIPPONKOA ASSET MGMT CO.,LTD
ISIN:  JP90C0001UY7 
Asset Class:  Equity
SJNK Happy Aging 60 13,510.000 -10.000 -0.07%

0P00009ZBZ Overview

 
Find basic information about the Sompo Happy Aging 60 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00009ZBZ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change3.09%
Prev. Close13,520
Risk Rating
TTM Yield0%
ROE9.54%
IssuerSOMPO JAPAN NIPPONKOA ASSET MGMT CO.,LTD
TurnoverN/A
ROA3.93%
Inception DateJul 31, 2000
Total Assets5.66B
Expenses0.96%
Min. Investment10,000
Market Cap915.57B
CategoryConservative Allocation
What is your sentiment on SJNK Happy Aging 60?
or
Market is currently closed. Voting is open during market hours.

Performance

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

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1016 1016 1043 1027 1047 1160
Fund Return 1.62% 1.62% 4.28% 0.88% 0.93% 1.49%
Place in category 116 116 106 77 88 64
% in Category 82 82 78 65 80 93

Top Equity Funds by Sompo Asset Management Co., Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SompoJapan Green Open 43.2B 14.41 15.34 9.79
  SJNK Mizuho High Dividend Japan Eq 29.13B 13.92 18.98 11.00
  SJNK Happy Aging 40 28.8B 7.94 8.84 6.00
  SJNK Happy Aging 20 26.78B 14.58 17.52 10.28
  SJNK Happy Aging 30 26.37B 11.66 13.80 8.39

Top Funds for Conservative Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  TMA Japanese Yen Asset Balance Fund 317.31B 0.81 -1.34 1.12
  TMA JPY Asset Balance Div 1 Year 147.04B -1.20 -1.04 -
  SMTAM Index Collection Balance Eq30 164.45B 5.15 4.43 4.31
  MUKAM MUFJ Prime Balance Stable DC 110.43B 3.97 3.05 3.38
  Nomura My Balance 30 DC 103.59B 5.41 4.78 4.40

Top Holdings

Name ISIN Weight % Last Change %
SOMPO Japan Bond Mother Fund - 71.76 - -
SOMPO Foreign Bond Unhedged Mother - 15.82 - -
SOMPO Small Cap Mother Fund - 4.07 - -
SOMPO Large Cap Value Mother Fund - 3.97 - -
SOMPO TCW Foreign Equity MF - 2.05 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Strong Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Neutral Strong Buy
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.

0P00009ZBZ Comments

Write your thoughts about Sompo Happy Aging 60
 
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