OPPJWisdomTree Japan Opportunities Fund

Grow my money12y track recordRanked #998 of 2,969 in this goal

Seeks to track the price and yield performance of the WisdomTree Japan Opportunities Index.

By WisdomTree · Launched 2013

Annual Cost

0.58%

#2,935 of 5,573 · average

Fund Size

$290M

#1,969 of 5,573 · mid-size

Return (1Y)Goal

+69.6%

Track Record

12 years

#1,093 of 5,573 · established

Performance

Total-return NAV · USD

Growth of $10,000

$16,966+69.7%

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

Multi cap

Strategy

Index tracking

Index tracked

WisdomTree Japan Opportunities Index

What it actually holds

By weight

Concentration

Top 10 holdings = 55.7% of fundmoderately concentrated

Marubeni Corp

10.3%

Sumitomo Corp

9.4%

Mitsui & Co Ltd

9.4%

ITOCHU Corp

8.2%

Mitsubishi Corp

8.1%

SoftBank Corp

2.8%

Tokyo Electron Ltd

2.0%

Hanwa Co Ltd

1.9%

Mitsubishi Heavy Industries Lt

1.9%

Suzuki Motor Corp

1.8%

Asset allocation

Stocks

100.0%

By sector

Industrials

54.2%

Technology

16.7%

Financial Services

9.0%

Basic Materials

8.7%

Consumer Cyclical

5.7%

Consumer Defensive

2.8%

Communication

1.8%

Healthcare

0.8%

Other

0.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

20.2%High

Year-on-year price swings

Max drawdown

-39.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.51Strong risk-adjusted returns

Sortino (3Y)

2.21Good downside protection

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to track the price and yield performance of the WisdomTree Japan Opportunities Index.
Strategy: Employs a passive management approach designed to track the WisdomTree Japan Opportunities Index using representative sampling. Invests at least 80% of net assets in constituents of the Index or similar investments.
Inception date: June 28, 2013
Fund family: WisdomTree