Breaking News
Upgrade 0
🔥 Grab for free: Investing.com’s top 10 stocks for 2025 revealed
Get the List
Close

Sompo Happy Aging 60 (0P00009ZBZ)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from Watchlist Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
13,428.000 -27.000    -0.20%
00:00:00 - Delayed Data. Currency in JPY
Type:  Fund
Market:  Japan
Issuer:  SOMPO JAPAN NIPPONKOA ASSET MGMT CO.,LTD
ISIN:  JP90C0001UY7 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.72B
SJNK Happy Aging 60 13,428.000 -27.000 -0.20%

Sompo Happy Aging 60 Overview

 
Find basic information about the Sompo Happy Aging 60 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 0P00009ZBZ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: JP90C0001UY7)
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change - 0.26%
Prev. Close13,455
Risk Rating
TTM Yield0%
ROE9.84%
IssuerSOMPO JAPAN NIPPONKOA ASSET MGMT CO.,LTD
TurnoverN/A
ROA4.16%
Inception DateJul 31, 2000
Total Assets5.72B
Expenses0.96%
Min. Investment10,000
Market Cap1,126.19B
CategoryConservative Allocation
What is your sentiment on SJNK Happy Aging 60?
or
Vote to see community's results!

Performance

Create Alert
Add to Watchlist
Add to/Remove from Watchlist  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1006 1002 1006 1011 1022 1090
Fund Return 0.58% 0.23% 0.58% 0.38% 0.44% 0.87%
Place in category 117 104 117 80 85 66
% in Category 82 71 82 64 74 91

Top Equity Funds by Sompo Asset Management Co., Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SompoJapan Green Open 41.55B 13.43 14.28 7.88
  SJNK Happy Aging 40 30.55B 10.83 8.94 5.04
  SJNK Happy Aging 20 30.08B 22.15 17.81 9.18
  SJNK Mizuho High Dividend Japan Eq 28.32B 16.72 19.78 9.48
  SJNK Happy Aging 30 28.59B 17.17 14.24 7.28

Top Funds for Conservative Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  TMA Japanese Yen Asset Balance Fund 251.63B -1.62 -2.21 0.01
  SMTAM Index Collection Balance Eq30 169.77B 6.68 3.81 3.52
  TMA JPY Asset Balance Div 1 Year 114.43B -1.61 -2.21 0.01
  MUKAM MUFJ Prime Balance Stable DC 112.08B 4.02 2.24 2.61
  Nomura My Balance 30 DC 106.66B 6.92 4.14 3.54

Top Holdings

Name ISIN Weight % Last Change %
SOMPO Japan Bond Mother Fund - 72.17 - -
SOMPO Foreign Bond Unhedged Mother - 16.09 - -
SOMPO Large Cap Value Mother Fund - 4.14 - -
SOMPO Small Cap Mother Fund - 4.08 - -
SOMPO TCW Foreign Equity MF - 2.03 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Buy
Technical Indicators Sell Strong Sell BUY
Summary Strong Sell Strong Sell Buy
Comment Guidelines

We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:  

  •            Enrich the conversation, don’t trash it.

  •           Stay focused and on track. Only post material that’s relevant to the topic being discussed. 

  •           Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.

  • Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
  • NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
  • Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
  • Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.
  • Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00009ZBZ Comments

Write your thoughts about Sompo Happy Aging 60
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

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.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email