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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 | 16.539 |
Price to Book | 0.950 | 1.715 |
Price to Sales | 0.758 | 1.715 |
Price to Cash Flow | 6.410 | 9.496 |
Dividend Yield | 2.648 | 3.094 |
5 Years Earnings Growth | 14.445 | 10.222 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.650 | 12.016 |
Consumer Cyclical | 16.600 | 10.304 |
Industrials | 13.500 | 12.576 |
Technology | 12.800 | 14.597 |
Healthcare | 9.670 | 7.969 |
Basic Materials | 8.040 | 4.496 |
Consumer Defensive | 5.180 | 6.761 |
Communication Services | 3.460 | 5.682 |
Real Estate | 2.310 | 24.026 |
Utilities | 2.290 | 2.081 |
Energy | 1.480 | 3.033 |
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 | 9.58 | 11.48 | 8.17 | ||
SJNK Happy Aging 40 | 29.72B | 7.17 | 7.82 | 5.29 | ||
SJNK Mizuho High Dividend Japan Eq | 28.06B | 12.98 | 17.04 | 9.65 | ||
SJNK Happy Aging 20 | 28.31B | 14.35 | 15.69 | 9.29 | ||
SJNK Switzerland Global Leader Fund | 17.51B | 12.73 | 9.08 | 8.84 |
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