
Please try another search
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 | 16.912 |
Price to Book | 0.950 | 1.706 |
Price to Sales | 0.758 | 1.910 |
Price to Cash Flow | 6.410 | 9.897 |
Dividend Yield | 2.648 | 3.101 |
5 Years Earnings Growth | 14.445 | 10.425 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.650 | 12.127 |
Consumer Cyclical | 16.600 | 10.023 |
Industrials | 13.500 | 12.568 |
Technology | 12.800 | 14.628 |
Healthcare | 9.670 | 7.614 |
Basic Materials | 8.040 | 4.468 |
Consumer Defensive | 5.180 | 6.430 |
Communication Services | 3.460 | 5.651 |
Real Estate | 2.310 | 25.631 |
Utilities | 2.290 | 2.111 |
Energy | 1.480 | 3.059 |
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 | 40.69B | -0.18 | 14.63 | 7.99 | ||
SJNK Happy Aging 40 | 30.19B | -0.22 | 9.32 | 5.14 | ||
SJNK Happy Aging 20 | 29.73B | 0.54 | 18.86 | 9.44 | ||
SJNK Mizuho High Dividend Japan Eq | 28.28B | 0.12 | 18.97 | 9.52 | ||
SJNK Switzerland Global Leader Fund | 16.38B | 3.72 | 9.24 | 8.11 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review