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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.540 | 5.600 | 0.060 |
Shares | 67.720 | 67.720 | 0.000 |
Bonds | 26.480 | 26.480 | 0.000 |
Preferred | 0.260 | 0.260 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.682 | 16.886 |
Price to Book | 1.004 | 1.747 |
Price to Sales | 0.759 | 1.909 |
Price to Cash Flow | 6.910 | 9.900 |
Dividend Yield | 3.262 | 3.100 |
5 Years Earnings Growth | 10.738 | 9.831 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.670 | 12.708 |
Consumer Cyclical | 18.690 | 9.706 |
Industrials | 15.640 | 12.601 |
Technology | 15.130 | 15.003 |
Basic Materials | 9.540 | 4.303 |
Healthcare | 7.760 | 7.184 |
Communication Services | 3.990 | 5.916 |
Consumer Defensive | 3.570 | 6.266 |
Real Estate | 3.130 | 24.961 |
Energy | 0.990 | 3.614 |
Utilities | 0.910 | 2.213 |
Number of long holdings: 7
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SOMPO Small Cap Mother Fund | - | 22.36 | - | - | |
SOMPO Large Cap Value Mother Fund | - | 21.95 | - | - | |
SOMPO TCW Foreign Equity MF | - | 21.22 | - | - | |
SOMPO Foreign Bond Unhedged Mother | - | 19.66 | - | - | |
SOMPO Japan Bond Mother Fund | - | 7.67 | - | - | |
iShares Core MSCI Emerging Markets ETF | - | 5.03 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SompoJapan Green Open | 45.69B | 14.48 | 19.26 | 9.48 | ||
SJNK Happy Aging 20 | 34.42B | 11.46 | 21.88 | 10.89 | ||
SJNK Happy Aging 40 | 33.6B | 5.90 | 11.24 | 5.96 | ||
SJNK Mizuho High Dividend Japan Eq | 32.43B | 19.95 | 24.00 | 11.08 | ||
SJNK Switzerland Global Leader Fund | 20.46B | 9.74 | 14.31 | 8.77 |
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