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SPARX Japan JPY Inst A (0P000024Y8.T)

Tokyo - Tokyo Delayed Price. Currency in JPY
43,850.00+652.00 (+1.51%)
At close: 05:00AM JST

SPARX Japan JPY Inst A

Management Information
,Lead Manager since November 1, 2006
Masakazu Takeda gained a bachelor’s degree from International Christian University (Tokyo) in 1996. He is currently the lead portfolio manager of the Japan Focus All Cap strategy at SPARX Asset Management in Tokyo, a role he has held since 2006. Before joining SPARX in 1999, he held different roles at Long Term Credit Bank (currently Shinsei Bank). He has 20 years of investment and financial market experience and is a CFA Charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilySPARX Funds PLC
Net AssetsN/A
YTD Return8.67%
Morningstar Rating★★★★
Inception DateJul 6, 2023

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover17.78%
Average for CategoryN/A

Fees & Expenses

Expense0P000024Y8.TCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A