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Smtam Dc World Economy Index Fund Equity Shift Type (0P0000Z4DV)

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28,661.000 -104.000    -0.36%
22/11 - Closed. Currency in JPY
  • Morningstar Rating:
  • Total Assets: 25.36B
Type:  Fund
Market:  Japan
Issuer:  Sumitomo Mitsui Trust Asset Management Co., Ltd.
ISIN:  JP90C0009CA8 
Asset Class:  Equity
SMTAM DC World Economy Index Fund Equity Shift Typ 28,661.000 -104.000 -0.36%

0P0000Z4DV Overview

 
Find basic information about the Smtam Dc World Economy Index Fund Equity Shift Type 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 0P0000Z4DV MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change19.29%
Prev. Close28,765
Risk Rating
TTM Yield0%
ROE23.75%
IssuerSumitomo Mitsui Trust Asset Management Co., Ltd.
TurnoverN/A
ROA9.29%
Inception DateJul 12, 2013
Total Assets25.36B
Expenses0.67%
Min. InvestmentN/A
Market Cap13,059.07B
CategoryAggressive Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1146 951 1193 1402 1873 2256
Fund Return 14.6% -4.86% 19.3% 11.92% 13.37% 8.48%
Place in category 23 83 28 22 10 8
% in Category 23 82 30 26 12 22

Top Equity Funds by Sumitomo Mitsui Trust Asset Management Co., Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SMTAM World Economy Index Fund 363.07B 15.92 10.08 6.96
  SMTAM Diversified Investment Core S 223.37B 7.33 4.07 2.85
  SMTAM DC World Economy Index Fund 216.58B 15.95 10.08 6.97
  SMTAM Domestic Eq SMTB Select SMA 247.92B 15.93 14.96 -
  SMTAM Foreign Eq SMTB Selection SMA 297.68B 15.66 15.63 -

Top Funds for Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ichiyoshi Fund Wrap Alternative 80.03B 8.79 5.99 -
  Resona Wrap Fund Growth 65.41B 12.30 12.35 -
  Daiwa FE Global Value UnHedged 34.1B 15.87 16.22 -
  SJNK Happy Aging 20 29.23B 18.06 16.59 9.69
  Daiwa Wld Asset Gth DC 18.72B 15.09 9.66 7.98

Top Holdings

Name ISIN Weight % Last Change %
SMTAM Foreign Equity Index Mother Fund - 43.50 - -
SMTAM Emerging Equity Index Mother - 24.06 - -
SMTAM Foreign Bond Index Mother Fund - 12.75 - -
SMTAM Emerging Bond Index Mother - 8.46 - -
SMTAM Domestic Equity Index MF - 8.21 - -

Technical Summary

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