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Ksm Active 80/20 Il (0P000162SO)

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153.940 -0.020    -0.01%
23/12 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Alumot Mutual Funds Management Ltd
ISIN:  IL0051214398 
S/N:  5121439
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 441.47M
Alumot Kabin 20/80 153.940 -0.020 -0.01%

Ksm Active 80/20 Il Overview

 
Find basic information about the Ksm Active 80/20 Il mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000162SO MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: IL0051214398)
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Rating
1-Year Change11.7%
Prev. Close153.96
Risk Rating
TTM Yield0%
ROE16.07%
IssuerAlumot Mutual Funds Management Ltd
TurnoverN/A
ROA6.87%
Inception DateMay 18, 2015
Total Assets441.47M
ExpensesN/A
Min. InvestmentN/A
Market Cap12.71B
CategoryILS Cautious Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1106 1042 1135 1102 1258 -
Fund Return 10.6% 4.19% 13.53% 3.3% 4.7% -
Place in category 66 85 57 72 - -
% in Category 29 37 25 37 - -

Top Equity Funds by KSM Mutual Funds Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Forte Equity 241.92M 28.48 5.91 -
  Alumot 30 70 186.96M 12.70 4.35 4.10
  Axioma Bonds + 30 107.6M 12.21 4.46 3.45
  Kabin Global Equity 76.23M 21.17 6.24 -
  Alfi Benedek 20 80 36.87M 13.32 3.27 -

Top Funds for ILS Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL0051257942 1.94B 10.96 4.36 -
  Yelin Lapidot 30 70 1.39B 10.83 2.84 -
  IL0051236664 1.14B 8.15 4.14 -
  Yelin Lapidot 20/80 1.12B 8.28 2.18 3.26
  Forest 20/80 1.07B 10.86 4.28 4.28

Top Holdings

Name ISIN Weight % Last Change %
  Government Fixed Rate 5.5% 31-01-42 IL0011254005 3.01 113.94 +0.07%
  Israel 1.3 30-Apr-2032 IL0011806606 2.56 81.700 +0.09%
  KSM (A4) TA 125 IL0011463564 2.08 23,700 -0.29%
  Israel 1 31-MAR-2030 IL0011609851 1.95 85.51 +0.07%
  Direct Finan B5 IL0011828311 1.81 105.22 -0.12%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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