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Analyst Investments (LP65037965)

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1,331.750 +21.600    +1.65%
20/11 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Analyst I.M.S. Mutual Fds Mgmt (1986)Ltd
ISIN:  IL0051016397 
S/N:  5101639
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 297.74M
Analyst Investments 1,331.750 +21.600 +1.65%

Analyst Investments Overview

 
Find basic information about the Analyst Investments 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 LP65037965 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: IL0051016397)
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Rating
1-Year Change41.99%
Prev. Close1,310.15
Risk Rating
TTM Yield0%
ROE12.95%
IssuerAnalyst I.M.S. Mutual Fds Mgmt (1986)Ltd
TurnoverN/A
ROA4.39%
Inception DateAug 01, 2001
Total Assets297.74M
ExpensesN/A
Min. Investment25,000
Market Cap5.29B
CategoryILS Aggressive Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1224 1146 1450 1226 1658 2494
Fund Return 22.38% 14.61% 44.99% 7.03% 10.64% 9.57%
Place in category 7 1 2 12 13 1
% in Category 11 1 2 21 27 1

Top Equity Funds by Analyst I.M.S. Mutual Fds Mgmt (1986)Ltd

  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 Equity 212.95M 18.98 4.83 9.12
  Analyst Diversified 203.95M 19.50 5.66 8.70
  Analyst Tel Aviv 125 174.13M 20.66 6.84 9.18

Top Funds for ILS Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  MORE Flexible 774.63M 16.99 7.08 9.44
  Forest Sea Eagle 738.86M 10.79 3.68 5.13
  Psagot Flexible Portfolio 366.74M 9.09 2.84 7.19
  Psagot Premium 331.9M 10.51 3.53 5.96
  IL0051277254 302.67M 23.18 8.22 -

Top Holdings

Name ISIN Weight % Last Change %
  Wix.Com Ltd IL0011301780 7.21 219.19 +4.24%
  Aura Investments IL0003730194 5.90 1,872.0 +0.11%
  Navitas Petroleum Unit IL0011419699 4.18 6,099 +0.63%
  BIG IL0010972607 3.02 44,650 -1.87%
  Enlight Energy IL0007200111 2.90 5,908.0 -1.53%

Technical Summary

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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