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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1025 | 1111 | 1102 | 1195 | 1297 |
Fund Return | 6.34% | 2.46% | 11.12% | 3.29% | 3.62% | 2.64% |
Place in category | 6 | 15 | 11 | 6 | 3 | 1 |
% in Category | 6 | 15 | 11 | 7 | 4 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Analyst Money Market Without CP | 7.6B | 3.52 | 2.94 | - | ||
Analyst Money Market | 2.78B | 3.54 | 2.94 | 0.97 | ||
Analyst Bond A or Higher Dur 1 4Yrs | 343.55M | 3.42 | 0.92 | 1.66 | ||
Analyst Diversified Portfolio 90/10 | 313.5M | 4.75 | 0.96 | 2.37 | ||
Analyst Proprietary Rating Model | 169.43M | 3.54 | 0.70 | 1.54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Excellence Nexus | 844.16M | 6.05 | 2.51 | 2.41 | ||
Excellence Investment Portf no Eq | 711.74M | 4.59 | 1.30 | 1.67 | ||
Yelin Lapidot Total Return | 685.22M | 3.59 | 1.15 | 1.65 | ||
IL0051302326 | 644.54M | 3.43 | 1.99 | - | ||
Meitav Bond | 624.85M | 3.21 | 0.56 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Makam 715 Jul 25 | IL0082507141 | 8.86 | 97.47 | +0.05% | |
United States Treasury Notes | - | 4.79 | - | - | |
Harel Sal Tel Bond 60 | IL0011504730 | 4.37 | 369.4 | +0.12% | |
Tachlit SAL Tel Bond 60 | IL0011451015 | 4.17 | 370.4 | +0.12% | |
Norstar Holdings Inc 4.75 31-Mar-2028 | IL0011930778 | 3.67 | 107.970 | +0.58% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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