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Sompo Happy Aging 30 (0P00009ZC2)

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26,401.000 +182.000    +0.69%
27/12 - Closed. Currency in JPY
Type:  Fund
Market:  Japan
ISIN:  JP90C0001UV3 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 28.56B
SJNK Happy Aging 30 26,401.000 +182.000 +0.69%

0P00009ZC2 Overview

 
Find basic information about the Sompo Happy Aging 30 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 0P00009ZC2 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change17.49%
Prev. Close26,219
Risk Rating
TTM Yield0%
ROE12.42%
IssuerN/A
TurnoverN/A
ROA5.27%
Inception DateJul 31, 2000
Total Assets28.56B
Expenses1.50%
Min. Investment10,000
Market Cap1,819.1B
CategoryModerately Aggressive Allocation
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Sompo Happy Aging 30 Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1142 1030 1143 1493 1692 1979
Fund Return 14.2% 2.99% 14.27% 14.29% 11.09% 7.07%
Place in category 45 55 51 3 17 17
% in Category 34 40 41 2 16 30

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  SompoJapan Green Open 41.92B 10.07 14.40 7.67
  SJNK Happy Aging 40 30.51B 8.81 8.94 4.91
  SJNK Happy Aging 20 29.94B 18.98 18.09 8.97
  SJNK Mizuho High Dividend Japan Eq 28.83B 13.28 20.37 9.22
  SJNK Switzerland Global Leader Fund 16.74B 8.47 5.15 7.21

Top Funds for Moderately Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Saison Vanguard Global Balance Fund 531.69B 15.31 10.81 6.83
  SMTAM World Economy Index Fund 376.42B 13.59 9.97 5.87
  Nomura Nomu Wrap Fund Aggressive 353.62B 19.22 12.35 8.06
  Slim Balance 8 Asset Equability 322.2B 10.46 7.97 -
  MUKAM MUFJ Prime Balance Growth DC 296.3B 14.55 11.48 7.89

Top Holdings

Name ISIN Weight % Last Change %
SOMPO Large Cap Value Mother Fund - 22.34 - -
SOMPO Small Cap Mother Fund - 22.03 - -
SOMPO TCW Foreign Equity MF - 20.94 - -
SOMPO Foreign Bond Unhedged Mother - 19.73 - -
SOMPO Japan Bond Mother Fund - 7.87 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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