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Morningstar

NEXT FUNDS Nikkei 225 ETF 1321

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

Morningstar’s Analysis 1321

Will 1321 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 1321’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 1321 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 1321’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 Nikkei 225 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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings 1321

More 1321 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fast Retailing Co Ltd

11.09 1.2 Tril
Consumer Cyclical

Tokyo Electron Ltd

9.31 1.0 Tril
Technology

Advantest Corp

4.28 474.2 Bil
Technology

SoftBank Group Corp

4.22 467.4 Bil
Communication Services

Nikkei 225 Index Future June24

3.12 345.6 Bil
—

Shin-Etsu Chemical Co Ltd

2.58 286.2 Bil
Basic Materials

KDDI Corp

2.11 233.8 Bil
Communication Services

TDK Corp

1.76 195.1 Bil
Technology

Terumo Corp

1.71 189.8 Bil
Healthcare

Fanuc Corp

1.64 181.9 Bil
Industrials