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Hitachi Balance Fund Equity 30 (0P00009YEN)

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21,202.000 -38.000    -0.18%
24/05 - Closed. Currency in JPY ( Disclaimer )
Type:  Fund
Market:  Japan
ISIN:  JP90C0003MC6 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 9.59B
Hitachi Balance Fund Equity 30 21,202.000 -38.000 -0.18%

0P00009YEN Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Hitachi Balance Fund Equity 30 (0P00009YEN) fund. Our Hitachi Balance Fund Equity 30 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.570 1.570 0.000
Stocks 29.970 29.970 0.000
Bonds 68.450 68.450 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.907 15.712
Price to Book 1.370 1.569
Price to Sales 0.899 1.345
Price to Cash Flow 7.614 8.421
Dividend Yield 2.921 2.594
5 Years Earnings Growth 9.328 10.863

Sector Allocation

Name  Net % Category Average
Industrials 19.960 17.487
Technology 17.800 17.565
Consumer Cyclical 13.610 13.594
Financial Services 11.870 11.574
Healthcare 10.690 9.373
Communication Services 7.480 6.684
Consumer Defensive 7.140 6.487
Basic Materials 5.230 5.094
Energy 2.270 2.000
Real Estate 2.120 9.598
Utilities 1.830 3.757

Region Allocation

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

Top Holdings

Number of long holdings: 5

Number of short holdings: 0

Name ISIN Weight % Last Change %
Hitachi Domestic Bond Index Mother Fund - 59.27 - -
Hitachi Domestic Jpn Eq TOPIX Idx MthrFd - 20.21 - -
Hitachi Foreign Equity Index Mother Fund - 9.79 - -
Hitachi Foreign Bond Index Mother Fund - 9.75 - -

Top Equity Funds by Hitachi Investment Management Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Hitachi Foreign Equity Index Fund 91.85B 17.31 19.83 14.06
  Hitachi Balance Fund Equity 70 42.49B 12.10 12.23 9.30
  Hitachi Domestic Equity Index Fund 36.94B 17.00 15.69 11.26
  Hitachi Balance Fund Equity 50 30.21B 8.23 8.13 6.78
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