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Smtam Index Collection Balance Equity 70 (0P0000Q4AF)

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37,740.000 +81.000    +0.22%
22/11 - Closed. Currency in JPY
Type:  Fund
Market:  Japan
Issuer:  Sumitomo Mitsui Trust Ast Mgmt Co Ltd
ISIN:  JP90C00079X2 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 31.86B
SMTAM Index Collection Balance Equity 70 37,740.000 +81.000 +0.22%

Smtam Index Collection Balance Equity 70 Overview

 
Find basic information about the Smtam Index Collection Balance Equity 70 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 0P0000Q4AF MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: JP90C00079X2)
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Rating
1-Year Change16.01%
Prev. Close37,659
Risk Rating
TTM Yield0%
ROE18.78%
IssuerSumitomo Mitsui Trust Ast Mgmt Co Ltd
TurnoverN/A
ROA8.37%
Inception DateOct 20, 2010
Total Assets31.86B
Expenses0.16%
Min. Investment1
Market Cap8,282.6B
CategoryModerate Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1150 1015 1217 1350 1714 2273
Fund Return 14.99% 1.5% 21.67% 10.52% 11.37% 8.56%
Place in category 15 92 20 8 8 5
% in Category 8 49 11 5 5 5

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  SMTAM J REIT Research Open Divide1M 273.37B -5.56 -4.28 3.60
  SMTAM SMT Global Equity Index Open 246.86B 28.22 18.16 13.89
  SMTAM DC Foreign Equity Index Fund 236.84B 28.61 18.56 14.27
  SMTAM DC Japan Equity Index Fund L 173.31B 16.21 13.04 9.60
  SMTAM Index Collection Balance Eq30 167.86B 5.84 3.64 3.88

Top Funds for Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Nomura Nomu Wrap Fund Neutral 499.67B 11.76 7.23 6.15
  Nikko Trichotomy REIT Bond Eq Div 1 237.01B 7.26 3.30 4.44
  SMTAM Diversified Investment Core S 223.37B 7.33 4.07 2.85
  Nomura My Balance 70 DC 212.93B 14.73 10.59 8.40
  JPA 4 Asset Balance Fund Growth 90.2B 10.75 11.03 -

Top Holdings

Name ISIN Weight % Last Change %
SMTAM Japan Equity Mother Fund - 39.76 - -
SMTAM Foreign Equity Mother - 30.53 - -
SMTAM Japan Bond Mother - 25.10 - -
SMTAM Foreign Bond Mother - 4.18 - -

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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