Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.450 | 6.490 | 0.040 |
Stocks | 85.590 | 85.590 | 0.000 |
Bonds | 7.700 | 7.700 | 0.000 |
Preferred | 0.260 | 0.260 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.269 | 16.285 |
Price to Book | 1.002 | 1.563 |
Price to Sales | 0.794 | 2.633 |
Price to Cash Flow | 6.684 | 10.579 |
Dividend Yield | 2.541 | 3.915 |
5 Years Earnings Growth | 14.444 | 10.025 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.220 | 15.033 |
Consumer Cyclical | 16.060 | 9.964 |
Technology | 14.160 | 16.549 |
Industrials | 13.230 | 11.377 |
Healthcare | 10.160 | 6.519 |
Basic Materials | 7.750 | 4.262 |
Consumer Defensive | 5.080 | 6.517 |
Communication Services | 3.470 | 5.081 |
Real Estate | 2.200 | 35.245 |
Utilities | 2.170 | 5.653 |
Energy | 1.490 | 4.516 |
Number of long holdings: 7
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SOMPO TCW Foreign Equity MF | - | 32.76 | - | - | |
SOMPO Large Cap Value Mother Fund | - | 26.29 | - | - | |
SOMPO Small Cap Mother Fund | - | 25.93 | - | - | |
SOMPO Foreign Bond Unhedged Mother | - | 5.89 | - | - | |
iShares Core MSCI Emerging Markets ETF | - | 4.74 | - | - | |
SOMPO Japan Bond Mother Fund | - | 1.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SompoJapan Green Open | 40.85B | 9.58 | 11.48 | 8.17 | ||
SJNK Happy Aging 40 | 29.72B | 7.17 | 7.82 | 5.29 | ||
SJNK Mizuho High Dividend Japan Eq | 28.06B | 12.98 | 17.04 | 9.65 | ||
SJNK Happy Aging 30 | 27.29B | 11.02 | 12.41 | 7.46 | ||
SJNK Switzerland Global Leader Fund | 17.51B | 12.73 | 9.08 | 8.84 |
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