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Sompo Happy Aging 30 (0P00009ZC2)

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26,011.000 +81.000    +0.31%
23/12 - Delayed Data. Currency in JPY
Type:  Fund
Market:  Japan
Issuer:  SOMPO JAPAN NIPPONKOA ASSET MGMT CO.,LTD
ISIN:  JP90C0001UV3 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 28.11B
SJNK Happy Aging 30 26,011.000 +81.000 +0.31%

0P00009ZC2 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SJNK Happy Aging 30 (0P00009ZC2) fund. Our SJNK Happy Aging 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 5.310 5.350 0.040
Stocks 67.480 67.480 0.000
Bonds 27.040 27.040 0.000
Preferred 0.170 0.170 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.885 16.730
Price to Book 0.950 1.718
Price to Sales 0.758 1.790
Price to Cash Flow 6.410 9.806
Dividend Yield 2.648 3.061
5 Years Earnings Growth 14.445 10.469

Sector Allocation

Name  Net % Category Average
Financial Services 24.650 12.142
Consumer Cyclical 16.600 10.299
Industrials 13.500 12.599
Technology 12.800 14.891
Healthcare 9.670 7.798
Basic Materials 8.040 4.499
Consumer Defensive 5.180 6.502
Communication Services 3.460 5.724
Real Estate 2.310 23.902
Utilities 2.290 2.082
Energy 1.480 3.100

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 %
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 - -
iShares Core MSCI Emerging Markets ETF - 5.06 - -

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  SompoJapan Green Open 40.63B 10.07 14.40 7.67
  SJNK Happy Aging 40 30.15B 8.81 8.94 4.91
  SJNK Happy Aging 20 29.22B 18.98 18.09 8.97
  SJNK Mizuho High Dividend Japan Eq 28.11B 13.28 20.37 9.22
  SJNK Switzerland Global Leader Fund 16.65B 8.47 5.15 7.21
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