Breaking News
Subscribe Now 0
🎈 Up Big Today: Find today's biggest gainers (some over 50%!) with our free screener
Try Stock Screener
Close

Smds Smam Dc Balance 50 Neutral (0P00009Z2Y)

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
 
22,956.000 +90.000    +0.39%
00:00:00 - Closed. Currency in JPY
  • Morningstar Rating:
  • Total Assets: 58.26B
Type:  Fund
Market:  Japan
Issuer:  Sumitomo Mitsui Asset Management Co Ltd
ISIN:  JP90C00009Y7 
Asset Class:  Equity
SMAM DC Balance 50 Neutral 22,956.000 +90.000 +0.39%

0P00009Z2Y Overview

 
Find basic information about the Smds Smam Dc Balance 50 Neutral 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 0P00009Z2Y 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 Change11.55%
Prev. Close22,866
Risk Rating
TTM Yield0%
ROE16.12%
IssuerSumitomo Mitsui Asset Management Co Ltd
TurnoverN/A
ROA7.11%
Inception DateSep 30, 2005
Total Assets58.26B
Expenses0.27%
Min. Investment1
Market Cap5,128.7B
CategoryModerately Conservative Allocation
What is your sentiment on SMAM DC Balance 50 Neutral?
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 1076 971 1100 1208 1436 1752
Fund Return 7.57% -2.89% 10% 6.49% 7.51% 5.77%
Place in category 33 125 44 18 24 18
% in Category 22 82 30 13 19 22

Top Equity Funds by Sumitomo Mitsui DS Asset Management Company, Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  SMAM DC Foreign Equity Index Fund S 434.61B 19.65 18.54 13.43
  SMAM High Growth India Mid Cap Equi 241.32B 28.29 21.42 14.99
  SMAM 225 Open 181.94B 14.67 10.41 10.53
  SMAM DC Japan Equity Index Fund S 141.92B 14.12 11.81 9.43
  SMAM Japan Equity Index DC Fund 46.21B 14.14 11.76 9.37

Top Funds for Moderately Conservative Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  MUKAM MUFJ Prime Balance Stable Gro 337.39B 7.20 6.14 5.66
  Nomura My Balance 50 DC 225.95B 7.92 6.79 6.05
  JPA 4 Asset Balance Stable Growth 170.93B 7.47 7.44 -
  Nomura World 6 Assets Div Div 137.43B 5.37 5.11 4.14
  SMTAM DC My Selection 50 127.59B 7.52 6.20 5.65

Top Holdings

Name ISIN Weight % Last Change %
SMDS Domestic Equity Index Mother B - 35.95 - -
SMDS Domestic Bond Passive Mother - 34.09 - -
SMDS Foreign Equity Index Mother - 15.38 - -
SMDS Foreign Bond Passive Mother - 9.80 - -

Technical Summary

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

0P00009Z2Y Comments

Write your thoughts about Smds Smam Dc Balance 50 Neutral
 
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 Apple
Continue with Google
or
Sign up with Email