The Japan folio was developed for investors seeking long-term capital appreciation potential and diversification into Japanese businesses.
The Japan folio consists of large companies with their primary business operations based in Japan.
Japan’s developed economy is generally less volatile than emerging markets, in return for lower long-term growth potential in foreign markets.
Last Updated: January 19, 2018
Inception Date: 2000-11-21 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||8.47%||5.2%|
|1 Year Volatility||9.06%||6.77%|
* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.
(% of Folio)
|1||DCM||ntt docomo inc spons adr||7.60%|
|2||EWJ||ishares msci japan index fund||46.80%|
|3||HMC||honda motor ltd amern shs||7.60%|
|4||IX||orix corp adr||7.60%|
|5||LN||line corp sponsored adr||7.60%|
|6||MTU||mitsubishi ufj finl group inc sponsored||7.60%|
|7||NMR||nomura hldgs inc adr||7.60%|
|8||SMFG||sumitomo mitsui finl group inc sponsored||7.60%|
There are generally between 20 and 30 securities in the folio, although the number may change.
If the characteristics of the Folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a Folio has been updated that you place orders to update your holdings.