Breaking News
Get 40% Off 0
🎁 💸 Warren Buffett's Top Picks Are Up +49.1%. Copy Them to Your Watchlist – For Free Copy Portfolio
Close

Smtam Index Collection Balance Equity 70 (0P0000Q4AF)

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
 
36,852.000 +140.000    +0.38%
31/05 - Closed. Currency in JPY ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 29.93B
Type:  Fund
Market:  Japan
Issuer:  Sumitomo Mitsui Trust Ast Mgmt Co Ltd
ISIN:  JP90C00079X2 
Asset Class:  Equity
SMTAM Index Collection Balance Equity 70 36,852.000 +140.000 +0.38%

0P0000Q4AF Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SMTAM Index Collection Balance Equity 70 (0P0000Q4AF) fund. Our SMTAM Index Collection Balance Equity 70 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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

Name  Net %  Long %  Short %
Cash 1.750 1.750 0.000
Stocks 70.210 70.210 0.000
Bonds 27.980 27.980 0.000
Preferred 0.040 0.040 0.000
Other 0.010 0.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.114 16.353
Price to Book 1.561 1.684
Price to Sales 1.030 1.712
Price to Cash Flow 8.064 9.254
Dividend Yield 2.823 2.918
5 Years Earnings Growth 10.123 10.530

Sector Allocation

Name  Net % Category Average
Industrials 18.380 15.386
Technology 17.510 16.367
Financial Services 13.390 11.512
Consumer Cyclical 12.970 11.587
Healthcare 11.370 9.389
Communication Services 7.450 6.036
Consumer Defensive 6.830 6.308
Basic Materials 4.930 4.894
Energy 2.840 2.656
Real Estate 2.340 19.169
Utilities 1.980 2.291

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 5

Number of short holdings: 0

Name ISIN Weight % Last Change %
SMTAM Japan Equity Mother Fund - 40.43 - -
SMTAM Foreign Equity Mother - 30.92 - -
SMTAM Japan Bond Mother - 23.81 - -
SMTAM Foreign Bond Mother - 4.36 - -

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  SMTAM J REIT Research Open Divide1M 340.06B 1.77 -1.53 5.90
  SMTAM SMT Global Equity Index Open 225.25B 17.19 19.43 13.70
  SMTAM DC Foreign Equity Index Fund 213.38B 17.35 19.83 14.08
  SMTAM DC Japan Equity Index Fund L 181.08B 17.01 15.66 11.28
  SMTAM Index Collection Balance Eq30 165.6B 4.59 4.23 4.29
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.

0P0000Q4AF Comments

Write your thoughts about Smtam Index Collection Balance Equity 70
 
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