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NEXT FUNDS TOPIX Core 30 ETF 1311

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

Morningstar’s Analysis 1311

Will 1311 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 1311’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 1311 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 1311’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin NEXT FUNDS TOPIX Core 30 ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings 1311

More 1311 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Toyota Motor Corp

12.48 1.3 Bil
Consumer Cyclical

Mitsubishi UFJ Financial Group Inc

5.92 598.8 Mil
Financial Services

Sony Group Corp

5.78 584.9 Mil
Technology

Tokyo Electron Ltd

4.65 470.6 Mil
Technology

Mitsubishi Corp

4.59 464.8 Mil
Industrials

Hitachi Ltd

4.44 448.8 Mil
Industrials

Keyence Corp

4.38 442.9 Mil
Technology

Sumitomo Mitsui Financial Group Inc

3.93 397.8 Mil
Financial Services

Mitsui & Co Ltd

3.78 382.7 Mil
Industrials

Shin-Etsu Chemical Co Ltd

3.48 351.9 Mil
Basic Materials