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Smds Smbc Fund Wrap Europe Equity (0P00009ZJQ)

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19,985.000 +80.000    +0.40%
25/12 - Closed. Currency in JPY
Type:  Fund
Market:  Japan
Issuer:  Sumitomo Mitsui DS Asset Management Company
ISIN:  JP90C0004FA2 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 65.85B
SMDS SMBC Fund Wrap Europe Equity 19,985.000 +80.000 +0.40%

0P00009ZJQ Overview

 
Find basic information about the Smds Smbc Fund Wrap Europe Equity 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 0P00009ZJQ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change13.59%
Prev. Close19,905
Risk Rating
TTM Yield0%
ROE8.90%
IssuerSumitomo Mitsui DS Asset Management Company
TurnoverN/A
ROA3.50%
Inception DateFeb 20, 2007
Total Assets65.85B
Expenses0.80%
Min. Investment1
Market Cap1,777.77B
CategoryEurope Equity
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Smds Smbc Fund Wrap Europe Equity Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1106 976 1129 1349 1667 1772
Fund Return 10.57% -2.4% 12.9% 10.51% 10.76% 5.89%
Place in category 5 4 3 7 9 7
% in Category 29 20 15 43 62 58

Top Equity Funds by Sumitomo Mitsui DS Asset Management Company, Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  SMDS Global AI Fund 485.17B 21.99 6.30 -
  SMDS SMAM DC Tsumitate NISA All Eq 291.55B 27.54 17.53 11.80
  SMDS SMBC Wrap Japan Value Equity 239.01B 18.32 18.25 10.95
  SMDS SMAM NY Dow Jones Open UnH 187.06B 26.96 20.22 13.61
  SMDS Toyota Motor/Toyota Group Eq 188.24B -0.33 7.89 6.50

Top Funds for Europe Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Europe Equity Fund 34.24B 5.48 8.45 9.84
  Fidelity Europe Mid Small Cap Equit 10.83B 6.96 4.59 7.32
  Nomura Euro Top Company B 4.81B 8.45 10.97 5.32
  Nissay Europe Eq Select Full Inv 3.47B 11.04 11.27 7.07
  BlackRock European Equity Open 2.89B 9.55 6.41 6.98

Top Holdings

Name ISIN Weight % Last Change %
Research European Equity Fund for MFS/FOFs QII - 97.68 - -

Technical Summary

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