Semiconductor and AI stocks rising trend again? 3 selected high-tech stock funds to watch! Rate cuts are boosting 【Fund Special Feature】
After the usa Federal Reserve implemented a rate hike on September 18, the S&P500 index rose sharply, reaching a record high on September 24. Expectations for continued rate cuts and achieving a soft landing are the background. With the recovery of market sentiment,the information technology sub-index consisting of high-tech stocks also rose.Is doing.On September 19, the upper resistance line was broken, and the possibility of returning to an upward trend emerged again. This time,and the possibility of returning to an upward trend has emerged. This time, as a "fund special feature",we highlight 3 selected high-tech stock funds to watch.Done.
投信ランキングでハイテク株ファンドの年初来騰落率（※）を確認してみると、1位は「iFreeNEXT FANG+インデックス」、2位は「＜購入・換金手数料なし＞ニッセイSOX指数インデックスファンド（米国半導体株）」、3位は「Nippon AI-related stock funds (no foreign exchange hedge)".
(Investment trusts belonging to the investment theme 'technology' in the moomoo Securities app, with the base date being September 24.)
After the FRB implemented a rate cut, all three funds mentioned above rose by 4.5%-5.5% until September 24, outperforming the S&P 500 Index (which rose by 1.7% during the same period). The background is the recovery of high-tech stocks.
● $Daiwa iFreeNEXT FANG+ Index (04311181.MF)$
◇ Features of the fund
・Investing in shares of U.S.-listed companies, aiming to achieve investment results linked to the movement of the NYSE FANG+ Index (including dividends, based in yen).
・"The NYSE FANG+ Index"FFacebook,AAmazon,NNetflix,GA stock index composed of 10 U.S. companies, including four Google, based on next-generation technology, consisting of companies with high influence on people's lives in the global modern society and high visibility.
◇ Features of the fund
・Investing in shares of U.S.-listed companies, aiming to achieve investment results linked to the movement of the NYSE FANG+ Index (including dividends, based in yen).
・"The NYSE FANG+ Index"FFacebook,AAmazon,NNetflix,GA stock index composed of 10 U.S. companies, including four Google, based on next-generation technology, consisting of companies with high influence on people's lives in the global modern society and high visibility.
◇ Top holdings
(As of the end of August, the ratio to total net assets in percentage)
1） $Tesla (TSLA.US)$ ：11.1％
2） $Apple (AAPL.US)$ ：10.6％
3） $Meta Platforms (META.US)$ ：10.3％
4） $Netflix (NFLX.US)$ ：10.0％
5） $Amazon (AMZN.US)$ ：9.3％
(As of the end of August, the ratio to total net assets in percentage)
1） $Tesla (TSLA.US)$ ：11.1％
2） $Apple (AAPL.US)$ ：10.6％
3） $Meta Platforms (META.US)$ ：10.3％
4） $Netflix (NFLX.US)$ ：10.0％
5） $Amazon (AMZN.US)$ ：9.3％
In addition, Daiwa Asset Management, the fund advisory company, announced the 'Notice of FANG+ Index Component Replacement' on September 24th. According to the announcement, in the regular rebalancing in September 2024, $Tesla (TSLA.US)$ And $Snowflake (SNOW.US)$ Removed from the index constituents. Both stocks were excluded because one of the four indicators used to calculate the overall ranking relatively declined, and they could not maintain a position within the top 10 overall. The new added stock is $CrowdStrike (CRWD.US)$ and $ServiceNow (NOW.US)$ .
Performance information, etc.
● $Nissay SOX Idx Fd US SC Eq <No F/D Load> (29314233.MF)$
◇ Features of the fund
・Perform operations with the goal of achieving investment results that correlate with the movement of the SOX index (including dividends, based on yen conversion).
・The SOX index is formally known as the PHLX SEMICONDUCTOR SECTOR Index, consisting of 30 major semiconductor-related stocks listed in the United States. Also known as the Philadelphia Semiconductor Stock Index, it consists of stocks involved in semiconductor design, manufacturing, distribution, and sales.
◇ Features of the fund
・Perform operations with the goal of achieving investment results that correlate with the movement of the SOX index (including dividends, based on yen conversion).
・The SOX index is formally known as the PHLX SEMICONDUCTOR SECTOR Index, consisting of 30 major semiconductor-related stocks listed in the United States. Also known as the Philadelphia Semiconductor Stock Index, it consists of stocks involved in semiconductor design, manufacturing, distribution, and sales.
◇ Top holdings
(As of the end of August, the percentage is the ratio to net assets total)
1） $NVIDIA (NVDA.US)$ ：13.2％
2） $Broadcom (AVGO.US)$ ：12.1％
3） $Advanced Micro Devices (AMD.US)$ ：7.1％
4） $Taiwan Semiconductor (TSM.US)$ ：7.1％
5） $Texas Instruments (TXN.US)$ ：4.4％
(As of the end of August, the percentage is the ratio to net assets total)
1） $NVIDIA (NVDA.US)$ ：13.2％
2） $Broadcom (AVGO.US)$ ：12.1％
3） $Advanced Micro Devices (AMD.US)$ ：7.1％
4） $Taiwan Semiconductor (TSM.US)$ ：7.1％
5） $Texas Instruments (TXN.US)$ ：4.4％
Performance information, etc.
● $Nissay AI Related Equity Fund UnHdg (2931516B.MF)$
◇ Features of the fund
・Invest mainly in stocks of AI (artificial intelligence) related companies from around the world, including Japan.
・AI-related companies refer to (1) companies that provide basic AI technology, (2) companies that develop and provide AI, (3) companies that provide products and services utilizing AI.
◇ Features of the fund
・Invest mainly in stocks of AI (artificial intelligence) related companies from around the world, including Japan.
・AI-related companies refer to (1) companies that provide basic AI technology, (2) companies that develop and provide AI, (3) companies that provide products and services utilizing AI.
◇ Top holdings
(As of the end of August, the percentage is the ratio to net assets total)
1） $NVIDIA (NVDA.US)$ ：8.4％
2） $Arista Networks (ANET.US)$ ：6.9％
3） $Meta Platforms (META.US)$ ：5.9％
4） $Palo Alto Networks (PANW.US)$ ：5.1％
5） $Alphabet-A (GOOGL.US)$ ：5.1％
(As of the end of August, the percentage is the ratio to net assets total)
1） $NVIDIA (NVDA.US)$ ：8.4％
2） $Arista Networks (ANET.US)$ ：6.9％
3） $Meta Platforms (META.US)$ ：5.9％
4） $Palo Alto Networks (PANW.US)$ ：5.1％
5） $Alphabet-A (GOOGL.US)$ ：5.1％
Performance information, etc.
Created on September 26, 24 by Market Analyst Julie.
Source: Each investment fund prospectus, monthly report and Bloomberg provided by moomoo Securities.
Source: Each investment fund prospectus, monthly report and Bloomberg provided by moomoo Securities.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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