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Sbiokasan Us Continuous Dividend Increase Growth Equity Open (0P0000ZLWX)

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27,507.000 +176.000    +0.64%
07:00:00 - Closed. Currency in JPY
Type:  Fund
Market:  Japan
Issuer:  Okasan Asset Management Co Ltd
ISIN:  JP90C0009H74 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 16.43B
Okasan US Continuous Dividend Increase Growth Equi 27,507.000 +176.000 +0.64%

Sbiokasan Us Continuous Dividend Increase Growth Equity Open Overview

 
Find basic information about the Sbiokasan Us Continuous Dividend Increase Growth Equity Open 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 0P0000ZLWX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: JP90C0009H74)
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Rating
1-Year Change24.53%
Prev. Close27,331
Risk Rating
TTM Yield4.11%
ROE19.83%
IssuerOkasan Asset Management Co Ltd
TurnoverN/A
ROA7.19%
Inception DateSep 26, 2013
Total Assets16.43B
Expenses1.63%
Min. Investment10,000
Market Cap7,123.72B
CategoryNorth America Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1125 933 1198 1375 2057 3091
Fund Return 12.49% -6.75% 19.75% 11.19% 15.52% 11.94%
Place in category 155 114 129 113 74 28
% in Category 78 54 70 81 71 48

Top Equity Funds by SBI Okasan Asset Management Co., Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Okasan Japan High Div Rebalance 159.16B 11.00 21.36 11.87
  Ok Asia O High Div Growth Eq Div 1M 87.44B 23.53 9.29 4.62
  Okasan World REIT Selection US 31.64B 19.65 9.50 8.43
  Okasan World REIT Selection Asia 28.16B 5.10 5.84 6.39
  Ok EM Contin Div Increase Growth Eq 22.46B 16.18 8.98 5.59

Top Funds for North America Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  MUKAM eMAXIS Slim US Equity S&P 500 6,114.43B 18.74 22.04 -
  AB US Growth Equity D D1M Div Offer 3,191.58B 19.74 19.32 -
  SBI Vanguard S&P 500 Index Fund 1,972.65B 18.66 21.91 -
  AllianceBernstein US Growth Equity 1,549.37B 30.67 17.40 18.69
  Rakuten Whole US Equity Index Fund 1,805.13B 17.71 19.86 -

Top Holdings

Name ISIN Weight % Last Change %
SBIOkasan US Cont Div Incr Gr Eq MF - 97.34 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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