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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1032 | 1109 | 1054 | 1185 | 1366 |
Fund Return | 5.35% | 3.15% | 10.91% | 1.75% | 3.45% | 3.17% |
Place in category | 184 | 135 | 167 | 135 | 85 | 21 |
% in Category | 80 | 58 | 74 | 71 | 56 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Analyst 80/20 | 578.43M | 8.12 | 3.83 | 4.12 | ||
Analyst Technology | 520.99M | 25.87 | 11.44 | 13.87 | ||
Analyst Investments | 297.74M | 22.38 | 7.03 | 9.57 | ||
Analyst Equity | 212.95M | 18.98 | 4.83 | 9.12 | ||
Analyst Diversified | 203.95M | 19.50 | 5.66 | 8.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IL0051257942 | 1.81B | 8.75 | 3.88 | - | ||
Yelin Lapidot 30 70 | 1.38B | 8.56 | 2.49 | - | ||
IL0051236664 | 1.13B | 6.73 | 3.82 | - | ||
Yelin Lapidot 20/80 | 1.12B | 6.59 | 1.87 | 3.22 | ||
Meitav 20 80 | 1.06B | 6.64 | 2.17 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR S&P 500 | US78462F1030 | 5.71 | 595.51 | +0.31% | |
Clal Finance Ltd 5.31 31-Jul-2037 | IL0011979205 | 2.86 | 99.720 | 0.00% | |
Leumi B182 | IL0060405391 | 2.26 | 105.68 | 0.00% | |
Poalim B200 | IL0066204962 | 2.15 | 104.28 | 0.00% | |
MIZ TF ISSU B49 MZTFA .38 23-JUN-2026 | IL0023102820 | 2.00 | 110.700 | 0.00% |
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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