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Hitachi Balance Fund Equity 50 (0P00009YEO)

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29,517.000 -144.000    -0.49%
27/11 - Delayed Data. Currency in JPY
Type:  Fund
Market:  Japan
ISIN:  JP90C0003MB8 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 30.28B
Hitachi Balance Fund Equity 50 29,517.000 -144.000 -0.49%

0P00009YEO Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Hitachi Balance Fund Equity 50 (0P00009YEO) fund. Our Hitachi Balance Fund Equity 50 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 2.190 2.340 0.150
Shares 49.880 49.880 0.000
Bonds 47.920 47.920 0.000
Preferred 0.010 0.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.054 16.243
Price to Book 1.686 1.656
Price to Sales 1.174 1.368
Price to Cash Flow 9.406 9.208
Dividend Yield 2.341 2.527
5 Years Earnings Growth 11.150 11.091

Sector Allocation

Name  Net % Category Average
Industrials 18.330 17.245
Technology 18.140 18.040
Consumer Cyclical 13.180 13.703
Financial Services 12.190 11.375
Healthcare 11.170 9.378
Communication Services 8.000 6.825
Consumer Defensive 7.360 6.330
Basic Materials 4.850 5.330
Energy 2.550 2.031
Real Estate 2.210 9.939
Utilities 2.040 1.695

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 5

Number of short holdings: 0

Name ISIN Weight % Last Change %
Hitachi Domestic Bond Index Mother Fund - 38.94 - -
Hitachi Domestic Jpn Eq TOPIX Idx MthrFd - 29.82 - -
Hitachi Foreign Equity Index Mother Fund - 20.60 - -
Hitachi Foreign Bond Index Mother Fund - 9.74 - -

Top Equity Funds by Hitachi Investment Management Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Hitachi Foreign Equity Index Fund 100.68B 28.50 18.53 14.24
  Hitachi Balance Fund Equity 70 43.22B 15.27 10.82 8.63
  Hitachi Domestic Equity Index Fund 35.89B 16.22 13.07 9.59
  Hitachi Balance Fund Equity 30 9.5B 5.43 3.46 3.77
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