Morningstar

NEXT FUNDS TOPIX ETF 1306

Morningstar Medalist Rating
Medalist Rating as of | See Nomura Investment Hub

Morningstar’s Analysis 1306

Will 1306 outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable 1306’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 1306 management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of 1306’s parent organization’s priorities and whether they’re in line with investors’ interests.

Broadest and most comprehensive beta exposure.

Senior Analyst Naoko Hashimoto

Naoko Hashimoto

Senior Analyst

Summary

Nomura Next Funds TOPIX ETF offers the broadest and most diversified fund tracking Japanese equities. Our conviction is grounded in the exchange-traded-fund’s low management fee and representative beta exposure offered in a market where passive investments have proved difficult to beat over long periods.

by Naoko Hashimoto
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings 1306

More 1306 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Toyota Motor Corp

3.72 820.2 Bil
Consumer Cyclical

Sony Group Corp

2.58 567.9 Bil
Technology

Hitachi Ltd

2.50 551.7 Bil
Industrials

Mitsubishi UFJ Financial Group Inc

2.38 524.2 Bil
Financial Services

Keyence Corp

1.85 408.0 Bil
Technology

Recruit Holdings Co Ltd

1.83 402.6 Bil
Communication Services

Sumitomo Mitsui Financial Group Inc

1.68 371.4 Bil
Financial Services

Mitsubishi Corp

1.61 354.6 Bil
Industrials

ITOCHU Corp

1.48 325.3 Bil
Industrials

Shin-Etsu Chemical Co Ltd

1.41 311.2 Bil
Basic Materials

Sponsor Center