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Sompo Happy Aging 30 (0P00009ZC2)

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25,820.000 +8.000    +0.03%
21/11 - Closed. Currency in JPY
  • Morningstar Rating:
  • Total Assets: 27.74B
Type:  Fund
Market:  Japan
Issuer:  SOMPO JAPAN NIPPONKOA ASSET MGMT CO.,LTD
ISIN:  JP90C0001UV3 
Asset Class:  Equity
SJNK Happy Aging 30 25,820.000 +8.000 +0.03%

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 Change15.03%
Prev. Close25,812
Risk Rating
TTM Yield0%
ROE12.42%
IssuerSOMPO JAPAN NIPPONKOA ASSET MGMT CO.,LTD
TurnoverN/A
ROA5.27%
Inception DateJul 31, 2000
Total Assets27.74B
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 1140 992 1180 1449 1724 2114
Fund Return 14.01% -0.79% 17.97% 13.15% 11.51% 7.77%
Place in category 58 130 87 3 19 19
% in Category 44 96 70 2 18 34

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  SompoJapan Green Open 40.85B 10.49 12.50 8.34
  SJNK Happy Aging 40 29.93B 9.02 8.27 5.46
  SJNK Happy Aging 20 29.12B 18.06 16.59 9.69
  SJNK Mizuho High Dividend Japan Eq 28.18B 13.78 18.25 9.84
  SJNK Switzerland Global Leader Fund 17.24B 14.27 6.48 9.06

Top Funds for Moderately Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Saison Vanguard Global Balance Fund 519.12B 17.08 11.09 7.96
  SMTAM World Economy Index Fund 364.12B 15.92 10.08 6.96
  Nomura Nomu Wrap Fund Aggressive 334.02B 19.49 12.05 9.08
  MUKAM MUFJ Prime Balance Growth DC 287B 14.94 10.88 8.60
  Slim Balance 8 Asset Equability 315.19B 7.95 8.21 -

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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