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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 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.885 | 16.556 |
Price to Book | 0.950 | 1.716 |
Price to Sales | 0.758 | 1.719 |
Price to Cash Flow | 6.410 | 9.506 |
Dividend Yield | 2.648 | 3.089 |
5 Years Earnings Growth | 14.445 | 10.281 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.650 | 12.010 |
Consumer Cyclical | 16.600 | 10.308 |
Industrials | 13.500 | 12.566 |
Technology | 12.800 | 14.607 |
Healthcare | 9.670 | 7.976 |
Basic Materials | 8.040 | 4.497 |
Consumer Defensive | 5.180 | 6.765 |
Communication Services | 3.460 | 5.689 |
Real Estate | 2.310 | 24.023 |
Utilities | 2.290 | 2.082 |
Energy | 1.480 | 3.055 |
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 | - | - |
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 |
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