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Axa Im Equity Trust - Axa Im Japan Equity E (€) (0P000014VY)

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10.190 +0.060    +0.59%
07/08 - Delayed Data. Currency in EUR
Type:  Fund
Market:  Ireland
ISIN:  IE0034278881 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 20.3B
AXA Rosenberg Equity Alpha Trust - AXA Rosenberg J 10.190 +0.060 +0.59%

0P000014VY Holdings

 
Comprehensive information about top holdings and Key Holding Information for the AXA Rosenberg Equity Alpha Trust - AXA Rosenberg J (0P000014VY) fund. Our AXA Rosenberg Equity Alpha Trust - AXA Rosenberg J 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 1.430 1.430 0.000
Shares 98.570 98.570 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.175 14.018
Price to Book 1.687 1.266
Price to Sales 1.161 0.965
Price to Cash Flow 8.667 7.046
Dividend Yield 2.124 2.577
5 Years Earnings Growth 11.077 11.397

Sector Allocation

Name  Net % Category Average
Industrials 26.010 22.665
Technology 18.760 16.557
Consumer Cyclical 14.930 15.828
Financial Services 12.870 14.264
Communication Services 11.300 8.933
Healthcare 5.690 6.708
Consumer Defensive 4.580 5.667
Real Estate 2.740 3.061
Basic Materials 2.460 5.706
Energy 0.660 1.643

Region Allocation

  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 63

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Sony JP3435000009 4.11 3,995.0 +3.50%
  Mitsubishi UFJ Financial JP3902900004 4.04 2,129.5 +0.64%
  Toyota Motor JP3633400001 3.94 2,773.0 +3.47%
  Hitachi JP3788600009 3.77 4,228.0 +0.50%
  Keyence JP3236200006 2.99 55,550.0 +0.11%
  SoftBank Group Corp. JP3436100006 2.73 13,865.0 +10.39%
  Fujifilm Holdings Corp. JP3814000000 2.64 3,479.0 +4.16%
  NEC Corp. JP3733000008 2.43 4,626.0 -1.20%
  Recruit Holdings JP3970300004 2.41 8,503.0 +2.68%
  Nintendo JP3756600007 2.36 14,355.0 +4.36%

Top Equity Funds by AXA Investment Managers Paris S.A.

  Name Rating Total Assets YTD% 3Y% 10Y%
  IE00B530N462 1.59B -9.07 9.58 10.37
  Rosenberg Global Equity Alpha FunAE 764.81M -1.06 10.47 8.78
  Rosenberg Global Equity Alpha FunBE 764.81M -4.74 12.20 8.00
  Rosenberg Japan Equity Alpha FundBE 20.3B 2.65 11.12 3.79
  IE0031069168 119.88M -6.05 9.94 5.04
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