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Sbiokasan Japan Esg Open (0P00009ZPK)

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12,048.000 +78.000    +0.65%
00:00:00 - Closed. Currency in JPY
Type:  Fund
Market:  Japan
Issuer:  Okasan Asset Management Co Ltd
ISIN:  JP90C0001YT9 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.38B
Okasan Japan SRI Open 12,048.000 +78.000 +0.65%

Sbiokasan Japan Esg Open Overview

 
Find basic information about the Sbiokasan Japan Esg 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 0P00009ZPK MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: JP90C0001YT9)
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Rating
1-Year Change0.84%
Prev. Close11,970
Risk Rating
TTM Yield11.52%
ROE11.45%
IssuerOkasan Asset Management Co Ltd
TurnoverN/A
ROA6.10%
Inception DateAug 12, 2005
Total Assets2.38B
Expenses1.55%
Min. Investment10,000
Market Cap3,647.66B
CategoryJapan Large - Cap Blend Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1140 965 1214 1361 1664 2242
Fund Return 13.98% -3.45% 21.4% 10.82% 10.72% 8.41%
Place in category 226 237 212 196 203 131
% in Category 86 88 80 82 93 86

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  Okasan Japan High Div Rebalance 158.39B 11.00 21.36 11.87
  Ok Asia O High Div Growth Eq Div 1M 88.16B 23.53 9.29 4.62
  Okasan World REIT Selection US 31.55B 19.65 9.50 8.43
  Okasan World REIT Selection Asia 28.51B 5.10 5.84 6.39
  Ok EM Contin Div Increase Growth Eq 22.68B 16.18 8.98 5.59

Top Funds for Japan Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Listed Index JPX-Nikkei Index 400 421.98B 15.51 12.44 9.55
  SMDS SMBC Wrap Japan Value Equity 228.98B 15.61 16.58 11.30
  MUKAM MUFJ DC Domestic Equity Index 201.44B 16.19 13.01 9.55
  SMTAM DC Japan Equity Index Fund L 172.48B 16.21 13.04 9.60
  Slim Domestic Equity TOPIX 235.14B 17.02 15.70 -

Top Holdings

Name ISIN Weight % Last Change %
SBIOkasan Japan ESG Mother Fund - 90.21 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Strong Sell Neutral
Technical Indicators Sell Sell BUY
Summary Sell Strong Sell Neutral
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