Tokio Marine Japanese Equity Focus O
Ticker
IE00BYZSRZ06.IR
ISIN
IE00BYZSRZ06
Price
-
Change Today
-
Price 1 year ago
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Morningstar
-
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
The objective of the fund is to achieve long-term capital growth over the TOPIX Total Return Index by investing in a concentrated, high-conviction portfolio of stocks, focusing on companies' 3-5 year earnings growth.
Market
US
Category
Other Equity
Expense Ratio
-
Fund family
-
Morningstar
-
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Consumer cyclical | 27.86% |
| Technology | 14.88% |
| Financial services | 14.49% |
| Industrials | 13.67% |
| Consumer defensive | 9.23% |
| Healthcare | 8.04% |
| Basic materials | 7.90% |
| Realestate | 3.94% |
| Communication services | 0.00% |
| Utilities | 0.00% |
| Energy | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| NISTF | Nippon Steel & Sumitomo Metal Corp | 4.17% |
| FUJHF | Fuji Heavy Industries Ltd | 4.05% |
| MZDAF | Mazda Motor Corp | 4.02% |
| MSBHF | Mitsubishi Corp | 3.56% |
| MTSFF | Mitsui Fudosan Co Ltd | 3.54% |
| MIELF | Mitsubishi Electric Corp | 3.24% |
| ORXCF | ORIX Corp | 3.22% |
| DCNSF | Dai-ichi Life Insurance Co Ltd | 3.19% |
| MRAAF | Murata Manufacturing Co Ltd | 3.07% |
| NDEKF | Nitto Denko Corp | 2.92% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| CWS | AdvisorShares Focused Equity ETF | US00768Y560 | PCX | 0.66% | 5 | +11.92 | |
| FV | First Trust Dorsey Wright Focus 5 ETF | US33738R605 | NGM | 0.89% | 5 | +14.88 | |
| IE00BFLQFM89.IR | BNY Mellon Global Funds PLC - BNY Mellon Japan Small Cap Equity Focus Fund JPY C Acc | IE00BFLQFM89 | ISE | 5 | +5.18 | +1.28 | |
| IE00BFLQGP85.IR | BNY Mellon Global Funds PLC - BNY Mellon Japan Small Cap Equity Focus Fund JPY W Acc | IE00BFLQGP85 | ISE | 5 | +5.18 | +1.28 | |
| ONEV | SPDR Russell 1000 Low Volatility Focus ETF | US78468R754 | PCX | 0.20% | 5 | +10.39 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend. - Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend. - Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction. - Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend. - Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce. - Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk. - Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.