Breaking News
Get 55% Off 0
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Close

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

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
 
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 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SMTAM DC World Economy Index Fund Equity Shift Typ (0P0000Z4DV) fund. Our SMTAM DC World Economy Index Fund Equity Shift Typ portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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

Name  Net %  Long %  Short %
Cash 2.330 2.670 0.340
Stocks 66.360 66.360 0.000
Bonds 22.840 22.840 0.000
Preferred 0.260 0.260 0.000
Other 8.210 8.210 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.041 16.275
Price to Book 2.230 1.547
Price to Sales 1.630 2.675
Price to Cash Flow 9.713 10.657
Dividend Yield 2.539 3.926
5 Years Earnings Growth 10.655 10.072

Sector Allocation

Name  Net % Category Average
Technology 22.520 16.754
Financial Services 17.080 14.186
Consumer Cyclical 11.180 10.088
Healthcare 10.210 6.516
Industrials 8.710 11.462
Communication Services 8.300 5.068
Consumer Defensive 6.610 6.322
Energy 5.390 4.723
Basic Materials 5.250 4.405
Utilities 2.610 5.884
Real Estate 2.140 36.399

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 7

Number of short holdings: 0

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 - -
SMTAM Japan Bond Index Mother Fund - 2.05 - -

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 -
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.

0P0000Z4DV Comments

Write your thoughts about Smtam Dc World Economy Index Fund Equity Shift Type
 
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