Breaking News
Get 40% Off 0
👀 👁 🧿 All eyes on Biogen, up +4,56% after posting earnings. Our AI picked it in March 2024.
Which stocks will surge next?
Unlock AI-picked Stocks
Close

Smtam Diversified Investment Core Strategy Fund A (0P0000YDB6)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
11,149.000 +34.000    +0.31%
24/04 - Closed. Currency in JPY ( Disclaimer )
Type:  Fund
Market:  Japan
Issuer:  Sumitomo Mitsui Trust Asset Management Co., Ltd.
ISIN:  JP90C0009038 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 89.84B
SMTAM Diversified Investment Core Strategy Fund A 11,149.000 +34.000 +0.31%

0P0000YDB6 Overview

 
Find basic information about the Smtam Diversified Investment Core Strategy Fund A 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 0P0000YDB6 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change4.75%
Prev. Close11,115
Risk Rating
TTM Yield0%
ROE19.35%
IssuerSumitomo Mitsui Trust Asset Management Co., Ltd.
TurnoverN/A
ROA7.39%
Inception DateMar 29, 2013
Total Assets89.84B
Expenses1.04%
Min. Investment1
Market Cap6,446.38B
CategoryModerately Conservative Allocation
What is your sentiment on SMTAM Diversified Investment Core Strategy Fund A?
or
Market is currently closed. Voting is open during market hours.

Smtam Diversified Investment Core Strategy Fund A Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1034 1034 1060 1015 1087 1123
Fund Return 3.4% 3.4% 6.02% 0.51% 1.68% 1.17%
Place in category 125 125 127 113 103 79
% in Category 82 82 84 85 86 99

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  SMTAM World Economy Index Fund 294.49B 8.90 10.26 7.09
  SMTAM Diversified Investment Core S 214.5B 6.39 4.83 3.20
  SMTAM DC World Economy Index Fund 195.23B 8.91 10.28 7.10
  SMTAM Domestic Eq SMTB Select SMA 213.71B 21.74 14.44 -
  SMTAM Foreign Eq SMTB Selection SMA 202.99B 16.81 17.79 -

Top Funds for Moderately Conservative Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  MUKAM MUFJ Prime Balance Stable Gro 332.7B 8.39 7.77 6.40
  Nomura My Balance 50 DC 220.33B 8.67 8.38 6.77
  JPA 4 Asset Balance Stable Growth 160.9B 9.90 7.35 -
  Nomura World 6 Assets Div Div 133.55B 5.41 6.14 4.78
  SMTAM DC My Selection 50 126.49B 8.55 7.73 6.38

Top Holdings

Name ISIN Weight % Last Change %
SMTAM Japan Bond Index Mother Fund - 29.95 - -
SMTAM Foreign Bd Yen carry Str idx MF hg - 19.69 - -
SMTAM Foreign Equity Index Mother Fund - 11.88 - -
SMTAM Domestic Equity Index MF - 4.36 - -
SMTAM HF rtrn trgt mthr fd (ccy hdg) - 4.00 - -

Technical Summary

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

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000YDB6 Comments

Write your thoughts about Smtam Diversified Investment Core Strategy Fund A
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email