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Smtam Core Investment Strategy Fund Stable (0P0000WLVD)

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12,843.000 -8.000    -0.06%
06:00:00 - Delayed Data. Currency in JPY
Type:  Fund
Market:  Japan
Issuer:  Sumitomo Mitsui Trust Asset Management Co., Ltd.
ISIN:  JP90C0008HB7 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 38.37B
SMTAM Core Investment Strategy Fund Stable 12,843.000 -8.000 -0.06%

0P0000WLVD Overview

 
Find basic information about the Smtam Core Investment Strategy Fund Stable 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 0P0000WLVD MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 1.73%
Prev. Close12,851
Risk Rating
TTM Yield0%
ROE13.23%
IssuerSumitomo Mitsui Trust Asset Management Co., Ltd.
TurnoverN/A
ROA5.99%
Inception DateAug 07, 2012
Total Assets38.37B
Expenses1.75%
Min. Investment1,000,000
Market Cap3,315.62B
CategoryModerate Allocation
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Smtam Core Investment Strategy Fund Stable Analysis


Performance

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 984 984 1002 1071 1275 1150
Fund Return -1.6% -1.6% 0.2% 2.32% 4.98% 1.4%
Place in category 27 27 105 143 138 91
% in Category 14 14 56 88 90 97

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  SMTAM World Economy Index Fund 359.42B -4.24 8.76 5.94
  SMTAM Foreign Eq SMTB Selection SMA 272.19B 0.64 18.07 -
  SMTAM Domestic Eq SMTB Select SMA 243.93B -0.93 17.87 -
  SMTAM Diversified Investment Core S 221.29B -1.60 3.39 2.33
  SMTAM DC World Economy Index Fund 203.23B -4.25 8.73 5.94

Top Funds for Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Nomura Nomu Wrap Fund Neutral 511B -4.83 5.25 4.69
  SMTAM Diversified Investment Core S 221.29B -1.60 3.39 2.33
  Nikko Trichotomy REIT Bond Eq Div 1 210.48B -2.87 4.55 3.51
  Nomura My Balance 70 DC 200.95B -4.47 9.68 6.97
  JPA 4 Asset Balance Fund Growth 87.94B 17.42 10.73 -

Top Holdings

Name ISIN Weight % Last Change %
Japanese Bond Strategic Fund for Manulife FOFs (For Qualified Institutional - 8.42 - -
Meiji Yasuda Japan Bond Active Fund - 7.08 - -
SMDAM Japan Bond Fund (for qualified institutional investors only) - 6.99 - -
SMTAM Foreign Bond Index Mother Fund - 6.58 - -
Nissay Domestic Bond Active Plus (For Fofs) (Qii) - 5.55 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Strong Sell Neutral
Technical Indicators Sell Strong Sell Sell
Summary Sell Strong Sell Neutral
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