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Smtam Core Investment Strategy Fund Stable (0P0000WLVD)

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13,307.000 -71.000    -0.53%
01/11 - 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: 41.19B
SMTAM Core Investment Strategy Fund Stable 13,307.000 -71.000 -0.53%

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 Change8.51%
Prev. Close13,378
Risk Rating
TTM Yield0%
ROE11.98%
IssuerSumitomo Mitsui Trust Asset Management Co., Ltd.
TurnoverN/A
ROA4.78%
Inception DateAug 07, 2012
Total Assets41.19B
Expenses1.75%
Min. Investment1,000,000
Market Cap1,707.38B
CategoryModerate Allocation
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Smtam Core Investment Strategy Fund Stable Analysis


Performance

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Condition

Frequency

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%

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1053 991 1073 1088 1179 1198
Fund Return 5.26% -0.92% 7.32% 2.84% 3.35% 1.83%
Place in category 167 38 170 138 134 87
% in Category 90 20 94 87 92 98

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  SMTAM World Economy Index Fund 356.23B 11.16 9.77 6.54
  SMTAM Diversified Investment Core S 222.21B 7.33 4.07 2.85
  SMTAM Domestic Eq SMTB Select SMA 243.02B 15.93 14.96 -
  SMTAM DC World Economy Index Fund 214.49B 11.29 9.82 6.56
  SMTAM Foreign Eq SMTB Selection SMA 290.45B 15.66 15.63 -

Top Funds for Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Nomura Nomu Wrap Fund Neutral 486.47B 7.86 7.09 5.87
  Nikko Trichotomy REIT Bond Eq Div 1 239.93B 5.73 3.05 4.42
  SMTAM Diversified Investment Core S 222.21B 7.33 4.07 2.85
  Nomura My Balance 70 DC 209.39B 11.33 9.98 8.10
  JPA 4 Asset Balance Fund Growth 89.3B 10.75 11.03 -

Top Holdings

Name ISIN Weight % Last Change %
Japanese Bond Strategic Fund for Manulife FOFs (QII) - 8.48 - -
Meiji Yasuda Japan Bond Active Fund - 7.07 - -
SMTAM Japan Bond Twin Strategy MF - 7.05 - -
SMTAM J-REIT Index Mother - 6.86 - -
SMTAM Gold Mother Fund Hdg - 6.71 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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