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SMTAM DC World Economy Index Fund Equity Shift Type (0P0000Z4DV)

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33,686.000 -221.000    -0.65%
07/11 - Delayed Data. Currency in JPY
  • Morningstar Rating:
  • Total Assets: 33.59B
Type:  Fund
Market:  Japan
Issuer:  Sumitomo Mitsui Trust Asset Management Co., Ltd.
ISIN:  JP90C0009CA8 
Asset Class:  Equity
SMTAM DC World Economy Index Fund Equity Shift Typ 33,686.000 -221.000 -0.65%

0P0000Z4DV Overview

 
Find basic information about the SMTAM DC World Economy Index Fund Equity Shift Type 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 0P0000Z4DV MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Technical Chart
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Rating
1-Year Change16.01%
Prev. Close33,907
Risk Rating
TTM Yield0%
ROE23.06%
IssuerSumitomo Mitsui Trust Asset Management Co., Ltd.
TurnoverN/A
ROA10.40%
Inception DateJul 12, 2013
Total Assets33.59B
Expenses0.68%
Min. InvestmentN/A
Market Cap14,580.9B
CategoryAggressive Allocation
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Performance

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1056 1093 1155 1510 1939 2487
Fund Return 5.65% 9.33% 15.45% 14.72% 14.16% 9.54%
Place in category 35 23 15 12 12 5
% in Category 48 30 20 19 22 13

Top Equity Funds by Sumitomo Mitsui Trust Asset Management Co., Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SMTAM World Economy Index Fund 470.59B 13.40 14.88 8.12
  SMTAM Foreign Eq SMTB Selection SMA 420.76B 5.75 18.23 10.71
  SMTAM Domestic Eq SMTB Select SMA 344.87B 5.38 18.76 8.29
  SMTAM DC World Economy Index Fund 255.46B 13.36 14.84 8.12
  SMTAM Diversified Investment Core S 254.43B 3.22 6.05 3.27

Top Funds for Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ichiyoshi Fund Wrap Alternative 92.63B 8.26 8.32 6.10
  Resona Wrap Fund Growth 84.8B 3.90 13.83 -
  Daiwa FE Global Value UnHedged 38.35B 6.54 15.84 -
  SJNK Happy Aging 20 35.11B 14.79 21.07 10.20
  Daiwa Wld Asset Gth DC 25.77B 13.74 14.07 8.27

Top Holdings

Name ISIN Weight % Last Change %
SMTAM Foreign Equity Index Mother Fund - 43.06 - -
SMTAM Emerging Equity Index Mother - 25.94 - -
SMTAM Foreign Bond Index Mother Fund - 12.22 - -
SMTAM Emerging Bond Index Mother - 7.99 - -
SMTAM Japan Equity Index Mother Fund - 7.93 - -

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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