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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.010 | 5.010 | 0.000 |
Stocks | 68.110 | 68.110 | 0.000 |
Bonds | 26.810 | 26.810 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.683 | 16.256 |
Price to Book | 0.884 | 1.620 |
Price to Sales | 0.684 | 1.743 |
Price to Cash Flow | 6.095 | 9.198 |
Dividend Yield | 2.882 | 3.170 |
5 Years Earnings Growth | 10.287 | 10.073 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.850 | 11.684 |
Consumer Cyclical | 16.570 | 9.949 |
Industrials | 14.900 | 12.735 |
Technology | 10.500 | 13.760 |
Healthcare | 10.200 | 8.242 |
Basic Materials | 6.480 | 4.404 |
Consumer Defensive | 5.210 | 6.958 |
Communication Services | 4.480 | 5.512 |
Real Estate | 4.290 | 26.109 |
Utilities | 2.430 | 1.984 |
Energy | 1.080 | 2.866 |
Number of long holdings: 7
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SOMPO Small Cap Mother Fund | - | 22.12 | - | - | |
SOMPO Large Cap Value Mother Fund | - | 22.00 | - | - | |
SOMPO TCW Foreign Equity MF | - | 21.23 | - | - | |
SOMPO Foreign Bond Unhedged Mother | - | 19.55 | - | - | |
SOMPO Japan Bond Mother Fund | - | 7.95 | - | - | |
iShares Core MSCI Emerging Markets ETF | - | 4.85 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SompoJapan Green Open | 43.61B | 14.41 | 15.34 | 9.79 | ||
SJNK Mizuho High Dividend Japan Eq | 29.34B | 13.92 | 18.98 | 11.00 | ||
SJNK Happy Aging 40 | 29.05B | 7.94 | 8.84 | 6.00 | ||
SJNK Happy Aging 20 | 27.05B | 14.58 | 17.52 | 10.28 | ||
SJNK Switzerland Global Leader Fund | 17.25B | 6.48 | 11.51 | 8.26 |
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