Japan Stock Funds
Japan stock funds invest mainly in equities of Japanese companies. The Japanese stock market is one of the largest stock market in the world. Portfolio holdings of each funds may vary depends on the fund’s objective. Some funds concentrate on Japan's larger companies, while others concentrate on the nation's smaller firms. These investment funds invest at least 70% of total assets in equities and invest at least 75% of stock assets in Japan.Using mutual funds, investors can diversify their portfolio and minimize their risk. As part of international stock fund, you can invest in these Japan stock funds in your brokerage account or retirement account (IRA or 401k plan).
Top Mutual Funds
The top performing funds list is compiled based on the YTD performance in 2014. The top performing fund means it managed to rank in top in this Japan Stock category. You can find other fund information such as review, expense ratio, management, risk, top holdings, fund sector, etc.Best Japan stock mutual funds 2014 are:
- Hennessy Japan Small Cap Fund (HJPSX)
- Hennessy Japan Fund (HJPNX)
- Nuveen Tradewinds Japan Fund (NTJAX)
- SunAmerica Japan Fund (SAESX)
- Matthews Japan Fund (MJFOX)
- Commonwealth Japan Fund (CNJFX)
- T. Rowe Price Japan Fund (PRJPX)
- Fidelity Japan Fund (FJPNX)
- Nomura Partners The Japan Fund
- Fidelity Advisor Japan Fund
- Fidelity Japan Smaller Companies Fund (FJSCX)
- Brown Advisory - WMC Japan Alpha Opportunities Fund (BAFJX)
Hennessy Japan Small Cap Fund (HJPSX)
Hennessy Japan Small Cap Fund is ranked with 5 stars rating by Morningstar. This stock fund invests mainly in stocks of smaller Japanese companies. These companies usually have strong businesses and management, trading at an attractive price. It has low assets of $16 million. The total expense fee is 2.39%. The investment style is small value.More: Top Japanese Stock Mutual Funds 2013
This best japan stock fund has 3 year annualized return of 17.75%. In 2014, the year-to-date return is 11.01%. The fund managers are Tadahiro Fujimura and Hidehiro Moriya.
In Jun 2014, the top 5 stocks in its portfolio are Fujibo Holdings Inc, Okamura Corporation, Tochigi Bank Ltd., Information Services Internl-Dentsu Ltd, and Towa Corp. Top 3 sectors are industrials, technology, and consumer cyclical.
Hennessy Japan Fund (HJPNX)
Hennessy Japan Fund is a no load mutual fund. The total net assets are $41 million. This Japan stock mutual fund has expense fee of 1.90% per year. This equity fund has returned 12.02% over the past 3 year, and 13.57% over the past 5 year.Matthews Japan Fund (MJFOX)
Matthews Japan Fund uses its assets to purchase common and preferred stocks of companies located in Japan. This mutual fund invests typically will be of medium or large size, but the fund may invest in companies of any size. The dividend yield is 1.54%. It has $451 million of assets. Its annual expense fee is 1.10%.More: Best Performing Emerging Markets ETFs 2014
This top Japanese stock mutual fund has returned 11.37% over the past 3 year, and 11.97% over the past 5 year. Morningstar has ranked this international stock fund with Bronze rating. The fund’s NAV is $16.33. You can buy this fund with as little as $2,500 for your investment account and $500 for retirement account (IRA).
Top 3 stocks in its holdings are Toyota Motor Corp, Orix Corp, and Honda Motor Co Ltd. Top sector is industrials.
T. Rowe Price Japan Fund (PRJPX)
T. Rowe Price Japan Fund has $309.9 million of assets. This no load fund has an expense fee of 1.06%. In 2014, the YTD return is -3.14%. The 3 year average return is 10.58%. Top 3 stocks holdings are Toyota Motor Corp, Softbank Corp, and Honda Motor Co Ltd.Fidelity Japan Fund (FJPNX)
Fidelity Japan Fund is a 2-star mutual fund. It has expense fee of 0.91%. Kirk Neureiter is the fund manager. Top 3 equities in its portfolio include Japan Tobacco Inc, Rakuten Inc, and East Japan Railway Co.Stock Funds Returns
| No | Name | YTD Return % | Total Expense Ratio % | Price |
|---|---|---|---|---|
| 1 | Hennessy Japan Small Cap Fund Investor Class | 9.64 | 2.39 | 10.46 |
| 2 | Hennessy Japan Fund Investor Class | 3.31 | 1.9 | 20.28 |
| 3 | Nuveen Tradewinds Japan Fund Class A | 2.71 | 1.47 | 24.97 |
| 4 | SunAmerica Japan Fund Class A | 2.25 | 1.9 | 7.73 |
| 5 | Matthews Japan Fund Investor Class | -0.12 | 1.1 | 16.18 |
| 6 | Commonwealth Japan Fund | -0.32 | 4.4 | 3.08 |
| 7 | T. Rowe Price Japan Fund | -1.37 | 1.06 | 10.06 |
| 8 | Fidelity Japan | -2.16 | 0.91 | 11.78 |
| 9 | Nomura Partners The Japan Fund Class A | -2.27 | 1.85 | 12.05 |
| 10 | Fidelity Advisor Japan Fund Class A | -2.33 | 1.25 | 11.75 |
| 11 | Fidelity Japan Smaller Companies | -2.75 | 0.98 | 13.07 |
| 12 | Brown Advisory - WMC Japan Alpha Opportunities Fund Investor Shares | - | - | 10.14 |
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