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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1072 | 1021 | 1093 | 1112 | 1185 | 1336 |
Fund Return | 7.22% | 2.14% | 9.26% | 3.6% | 3.45% | 2.94% |
Place in category | 11 | 45 | 10 | 4 | 6 | 1 |
% in Category | 11 | 45 | 10 | 4 | 9 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Analyst Money Market Without CP | 7.45B | 3.85 | 3.04 | - | ||
Analyst Money Market | 2.75B | 3.88 | 3.05 | 1.00 | ||
Analyst Bond A or Higher Dur 1 4Yrs | 346.74M | 4.36 | 1.16 | 1.75 | ||
Analyst Diversified Portfolio 90/10 | 312.24M | 6.21 | 1.29 | 2.56 | ||
Analyst Proprietary Rating Model | 171.81M | 4.51 | 0.99 | 1.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Excellence Nexus | 850.53M | 7.29 | 2.86 | 2.57 | ||
Excellence Investment Portf no Eq | 713.84M | 5.97 | 1.74 | 1.84 | ||
Yelin Lapidot Total Return | 695.51M | 4.51 | 1.37 | 1.71 | ||
IL0051302326 | 638.48M | 4.56 | 2.30 | - | ||
Meitav Bond | 615.62M | 4.45 | 0.87 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Makam 715 Jul 25 | IL0082507141 | 12.05 | 97.86 | +0.02% | |
United States Treasury Notes | - | 4.54 | - | - | |
Harel Sal Tel Bond 60 | IL0011504730 | 4.06 | 370.6 | 0.00% | |
Tachlit SAL Tel Bond 60 | IL0011451015 | 3.87 | 371.5 | -0.13% | |
Norstar Holdings Inc 4.75 31-Mar-2028 | IL0011930778 | 3.33 | 107.12 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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