Morningstar

iShares JPX-Nikkei 400 ETF JPXN

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

Morningstar’s Analysis JPXN

Will JPXN outperform in the 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 JPXN’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JPXN 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 JPXN’s parent organization’s priorities and whether they’re in line with investors’ interests.

Senior Analyst Naoko Hashimoto

Naoko Hashimoto

Senior Analyst

Summary

Broad beta exposure with light quality tilt. We hold a favorable opinion of the strategy, which applies quality filters over broad and diversified beta exposure to a market where passive funds performed well.

by Naoko Hashimoto
Rated on Published on

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Portfolio Holdings JPXN

More JPXN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Recruit Holdings Co Ltd

2.45 4M
Communication Services

ITOCHU Corp

1.88 3M
Industrials

Sony Group Corp

1.85 3M
Technology

Hitachi Ltd

1.84 3M
Industrials

Tokio Marine Holdings Inc

1.79 3M
Financial Services

Mitsubishi Corp

1.67 3M
Industrials

Mitsui & Co Ltd

1.67 3M
Industrials

Toyota Motor Corp

1.55 3M
Consumer Cyclical

Mitsubishi UFJ Financial Group Inc

1.52 3M
Financial Services

Advantest Corp

1.45 2M
Technology

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