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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 1034 | 1219 | 1408 | 1614 | 1978 |
Fund Return | 1.71% | 3.43% | 21.91% | 12.08% | 10.05% | 7.06% |
Place in category | 3390 | 159 | 194 | 1864 | 1845 | 1061 |
% in Category | 47 | 3 | 4 | 34 | 45 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Edmond De Rothschild Select up to 2 | 269.75M | 0.78 | 5.18 | 4.08 | ||
Edmond De Rotschild Select UpTo 30 | 176.35M | 1.13 | 6.24 | - | ||
Rothschild USA Taxable | 141.82M | 0.72 | 9.29 | 7.23 | ||
Edmond De Rothschild Bonds + 15 | 52.73M | 0.43 | 3.86 | - | ||
Edmond de Rothschild Bnd Portfl +30 | 41.49M | 1.75 | 3.64 | 4.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IL0051305543 | 276M | 2.27 | 9.80 | - | ||
Analyst US Global Equity | 112.01M | 1.67 | 11.77 | 7.87 | ||
Psagot Global Dividend Equity | 101.88M | 2.86 | 8.31 | 7.22 | ||
Harel Global Equity | 93.57M | 4.70 | 12.18 | 6.41 | ||
Migdal Afikim Overseas | 77.32M | 1.04 | 9.34 | 3.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR S&P 500 | US78462F1030 | 6.31 | 599.94 | -1.71% | |
Invesco QQQ Trust | US46090E1038 | 4.01 | 526.08 | -2.08% | |
NVIDIA | US67066G1040 | 3.20 | 134.43 | -4.05% | |
Microsoft | US5949181045 | 2.27 | 408.21 | -1.90% | |
Apple | US0378331005 | 2.21 | 245.55 | -0.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Strong Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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