This fund has been delisted and is no longer available for trading.

DXJSWisdomTree Japan Opportunities Fund

The fund normally invests at least 80% of its total assets in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index consists of dividend-paying small capitalization companies incorporated in Japan and traded on the Tokyo Stock Exchange. The fund is non-diversified.

By WisdomTree · Launched 2013

Annual Cost

0.58%

#3,002 of 5,822 · average

Fund Size

$95M

#3,126 of 5,822 · mid-size

Return (1Y)Goal

+73.3%

Track Record

13 years

#1,175 of 5,822 · established

Performance

Total-return NAV · USD

Growth of $10,000

$16,950+69.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Asia pacific

Cap

Small

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 50.1% of fundmoderately concentrated

Marubeni Corp.

9.9%

Mitsui & Co Ltd.

8.7%

Mitsubishi Corp.

8.7%

Sumitomo Corp.

7.3%

ITOCHU Corp.

5.8%

SoftBank Corp

2.3%

Kawasaki Heavy Industries Ltd

1.9%

Tokyo Electron Ltd.

1.8%

Hanwa Co Ltd

1.8%

Mitsubishi Heavy Industries Ltd.

1.8%

Asset allocation

Stocks

100.0%

By sector

Industrials

27.6%

Consumer Cyclical

19.7%

Basic Materials

12.0%

Technology

11.2%

Financial Services

9.2%

Consumer Defensive

8.4%

Healthcare

4.4%

Real Estate

3.3%

Other

4.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

19.7%Moderate

Year-on-year price swings

Max drawdown

-39.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.65Strong risk-adjusted returns

Sortino (3Y)

2.42Good downside protection

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: The fund normally invests at least 80% of its total assets in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index consists of dividend-paying small capitalization companies incorporated in Japan and traded on the Tokyo Stock Exchange. The fund is non-diversified.
Strategy: The Fund employs a passive management approach designed to track the performance of the Index, generally using a representative sampling strategy to invest in a sample of the securities in the Index that resemble its overall characteristics. Under normal circumstances, the Fund invests at least 80% of its net assets in constituents of the Index and/or investments with similar economic characteristics.
Inception date: June 28, 2013
Fund family: WisdomTree