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Forest Investment Grade Bonds Il! (0P0000USSX)

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157.670 +0.100    +0.06%
18/12 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  FOREST MUTUAL FUNDS LTD
ISIN:  IL0051166291 
S/N:  5116629
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 546.22M
Forest Investment Grade Bonds ! 157.670 +0.100 +0.06%

Forest Investment Grade Bonds Il! Overview

 
Find basic information about the Forest Investment Grade Bonds Il! 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 0P0000USSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: IL0051166291)
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Rating
1-Year Change6.69%
Prev. Close157.57
Risk Rating
TTM Yield0%
ROEN/A
IssuerFOREST MUTUAL FUNDS LTD
TurnoverN/A
ROAN/A
Inception DateNov 28, 2011
Total Assets546.22M
ExpensesN/A
Min. Investment1
Market CapN/A
CategoryILS Corporate & Convertible Bond
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1062 1019 1083 1111 1188 1327
Fund Return 6.22% 1.85% 8.31% 3.57% 3.51% 2.87%
Place in category 47 141 40 17 18 9
% in Category 24 68 21 11 16 17

Top Bond Funds by FOREST MUTUAL FUNDS LTD

  Name Rating Total Assets YTD% 3Y% 10Y%
  Forest Bond 1.03B 8.74 3.94 3.69
  Forest Lake 686.61M 3.67 1.61 1.33

Top Funds for ILS Corporate & Convertible Bond Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot Corporate Bonds 1B 5.48 1.99 -
  Yelin Lapidot A and Above upto 4 Y 788.01M 4.57 1.29 -
  IL0051277098 593.07M 4.73 0.80 -
  More Managed Bond Portfolio ! 573.37M 7.37 3.73 3.51
  IL0051307036 524.19M 4.96 0.62 -

Top Holdings

Name ISIN Weight % Last Change %
  Government Linked 0.75% 31-10-25 IL0011359127 2.50 115.18 0.00%
Alony Hetz Properties & Investments Ltd. 6.99% IL0039003624 2.49 - -
  Zur Shamir Holdings Ltd 3.7 30-Jun-2028 IL0073001716 2.27 116.91 +0.01%
  B Communications Ltd 3.65 30-Nov-2026 IL0011781510 1.94 97.38 +0.03%
  Albar Mimunit Services Ltd 1.85 20-Jan-2027 IL0011587321 1.82 112.83 +0.08%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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