DXJWisdomTree Japan Hedged Equity Fund

Grow my money20y track recordRanked #337 of 2,960 in this goal

Seeks to track the price and yield performance of the WisdomTree Japan Hedged Equity Index while mitigating yen-dollar fluctuations.

By WisdomTree · Launched 2006

Annual Cost

0.48%

#2,335 of 5,562 · average

Fund Size

$6.9B

#365 of 5,562 · large

Return (1Y)Goal

+61.0%

Track Record

20 years

#308 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$16,658+66.6%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Asia pacific

Strategy

Long short

Index tracked

WisdomTree Japan Hedged Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 29.7% of fund✓ well diversified

Toyota Motor Corp

5.2%

Mitsubishi UFJ Financial Group

4.7%

Sumitomo Mitsui Financial Grou

3.4%

Tokio Marine Holdings Inc

2.7%

NTT Inc

2.6%

Japan Tobacco Inc

2.4%

Mizuho Financial Group Inc

2.4%

Mitsubishi Corp

2.2%

Mitsui & Co Ltd

2.0%

ITOCHU Corp

1.9%

Asset allocation

Stocks

100.0%

By sector

Industrials

27.1%

Financial Services

18.5%

Consumer Cyclical

16.4%

Technology

13.7%

Basic Materials

7.8%

Healthcare

6.4%

Consumer Defensive

4.8%

Communication

3.6%

Other

1.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

17.8%Moderate

Year-on-year price swings

Max drawdown

-39.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.33Strong risk-adjusted returns

Sortino (3Y)

1.89Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the price and yield performance of the WisdomTree Japan Hedged Equity Index while mitigating yen-dollar fluctuations.
Strategy: Employs a passive management approach designed to track the WisdomTree Japan Hedged Equity Index. Invests in a sample of securities whose characteristics resemble those of the Index, while using currency forward contracts to hedge against fluctuations in the yen relative to the U.S. dollar.
Inception date: June 16, 2006
Fund family: WisdomTree