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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1023 | 1081 | 1119 | 1192 | 1452 |
Fund Return | 8.06% | 2.26% | 8.06% | 3.83% | 3.58% | 3.8% |
Place in category | 13 | 67 | 13 | 6 | 6 | 1 |
% in Category | 13 | 67 | 13 | 7 | 8 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Analyst Money Market Without CP | 7.2B | 4.25 | 3.16 | - | ||
Analyst Money Market | 2.66B | 4.27 | 3.17 | 1.04 | ||
Analyst Bond A or Higher Dur 1 4Yrs | 350.43M | 5.25 | 1.38 | 2.00 | ||
Analyst Diversified Portfolio 90/10 | 313.19M | 7.47 | 1.49 | 3.13 | ||
Analyst Proprietary Rating Model | 176.26M | 5.45 | 1.18 | 2.26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Excellence Nexus | 837.67M | 8.31 | 3.06 | 2.87 | ||
Yelin Lapidot Total Return | 711.19M | 5.32 | 1.58 | 1.98 | ||
Excellence Investment Portf no Eq | 698.13M | 6.98 | 1.99 | 2.08 | ||
IL0051302326 | 627.82M | 5.24 | 2.53 | - | ||
Meitav Bond | 605.5M | 5.33 | 1.10 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Makam 715 Jul 25 | IL0082507141 | 15.21 | 98.28 | 0.00% | |
United States Treasury Notes | - | 4.27 | - | - | |
Harel Sal Tel Bond 60 | IL0011504730 | 3.89 | 372.3 | +0.12% | |
Tachlit SAL Tel Bond 60 | IL0011451015 | 3.71 | 373.3 | +0.13% | |
Norstar Holdings Inc 4.75 31-Mar-2028 | IL0011930778 | 3.17 | 109.49 | -0.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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