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Smtam Core Investment Strategy Fund Growth (0P0000WLVE)

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17,161.000 +35.000    +0.20%
26/12 - Closed. Currency in JPY
  • Morningstar Rating:
  • Total Assets: 70.51B
Type:  Fund
Market:  Japan
Issuer:  Sumitomo Mitsui Trust Asset Management Co., Ltd.
ISIN:  JP90C0008HC5 
Asset Class:  Equity
SMTAM Core Investment Strategy Fund Growth 17,161.000 +35.000 +0.20%

0P0000WLVE Overview

 
Find basic information about the Smtam Core Investment Strategy Fund Growth 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 0P0000WLVE MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: JP90C0008HC5)
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Rating
1-Year Change11%
Prev. Close17,126
Risk Rating
TTM Yield0%
ROE13.32%
IssuerSumitomo Mitsui Trust Asset Management Co., Ltd.
TurnoverN/A
ROA5.19%
Inception DateAug 07, 2012
Total Assets70.51B
Expenses1.75%
Min. Investment1,000,000
Market Cap2,171.01B
CategoryModerately Aggressive Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1090 1020 1096 1179 1312 1337
Fund Return 9.01% 2% 9.56% 5.65% 5.58% 2.94%
Place in category 110 106 105 95 90 52
% in Category 84 78 84 85 87 95

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  SMTAM World Economy Index Fund 358.19B 13.59 9.97 5.87
  SMTAM Foreign Eq SMTB Selection SMA 294.1B 24.06 14.96 -
  SMTAM Domestic Eq SMTB Select SMA 247.55B 19.00 14.81 -
  SMTAM Diversified Investment Core S 223.69B 8.65 4.02 2.53
  SMTAM DC World Economy Index Fund 214.45B 13.60 9.97 5.87

Top Funds for Moderately Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Saison Vanguard Global Balance Fund 511.53B 15.31 10.81 6.83
  SMTAM World Economy Index Fund 358.19B 13.59 9.97 5.87
  Nomura Nomu Wrap Fund Aggressive 333.65B 19.22 12.35 8.06
  Slim Balance 8 Asset Equability 311.97B 10.46 7.97 -
  MUKAM MUFJ Prime Balance Growth DC 293.92B 14.55 11.48 7.89

Top Holdings

Name ISIN Weight % Last Change %
SMTAM Domestic Equity Index MF - 9.21 - -
SMTAM J-REIT Index Mother - 6.62 - -
SMTAM Gold Mother Fund Hdg - 6.55 - -
SMTAM Foreign Bond Index Mother Fund - 4.96 - -
SMTAM Global REIT Index Mother Fund - 4.04 - -

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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