Morningstar

iShares Core Nikkei 225 ETF 1329

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

Morningstar’s Analysis 1329

Will 1329 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 1329’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 1329 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 1329’s parent organization’s priorities and whether they’re in line with investors’ interests.

Tilted exposure to Japan’s large-cap stocks.

Senior Analyst Naoko Hashimoto

Naoko Hashimoto

Senior Analyst

Summary

The strategy‘s portfolio includes many of the stocks representative of the Japanese market, but the "old technology" of price-weighted indexes and its focus on the larger portion of the market reduce our conviction. However, low management fees compared with peers, along with its broad coverage of the Japanese stock market, should support a long-term advantage.

by Naoko Hashimoto
Rated on Published on

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Portfolio Holdings 1329

More 1329 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Advantest Corp

11.01 224B
Technology

Fast Retailing Co Ltd

9.53 194B
Consumer Cyclical

Tokyo Electron Ltd

7.54 153B
Technology

SoftBank Group Corp

5.49 112B
Communication Services

Recruit Holdings Co Ltd

3.06 62B
Communication Services

TDK Corp

2.22 45B
Technology

KDDI Corp

1.85 38B
Communication Services

Ibiden Co Ltd

1.83 37B
Technology

Shin-Etsu Chemical Co Ltd

1.54 31B
Basic Materials

Kyocera Corp

1.50 30B
Industrials

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