Breaking News
Upgrade 0
💙 🔷 Not impressed by Big Tech in Q3? Explore these Blue Chip Bargains instead Unlock them all
Close

Horizon 70/30 Il (0P00011NLJ)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from Watchlist Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
170.300 +0.610    +0.36%
05/09 - Closed. Currency in ILS ( Disclaimer )
Type:  Fund
Market:  Israel
Issuer:  Meitav DS Mutual Funds Ltd
ISIN:  IL0051189483 
S/N:  5118948
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 220.13M
Horizon 30/70 170.300 +0.610 +0.36%

0P00011NLJ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Horizon 30/70 (0P00011NLJ) fund. Our Horizon 30/70 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from Watchlist  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 3.790 3.960 0.170
Stocks 9.290 9.290 0.000
Bonds 50.670 50.670 0.000
Preferred 3.000 3.000 0.000
Other 33.260 33.260 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 11.211 11.507
Price to Book 1.571 1.670
Price to Sales 0.948 1.295
Price to Cash Flow 6.031 7.496
Dividend Yield 3.240 3.089
5 Years Earnings Growth 11.988 12.765

Sector Allocation

Name  Net % Category Average
Technology 27.290 19.171
Financial Services 21.270 22.493
Energy 13.570 7.865
Industrials 10.590 10.184
Communication Services 10.080 6.391
Consumer Cyclical 9.120 8.199
Real Estate 6.020 13.964
Consumer Defensive 1.180 5.387
Healthcare 0.590 6.146
Basic Materials 0.180 3.497
Utilities 0.100 4.928

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 164

Number of short holdings: 3

Name ISIN Weight % Last Change %
  Harel Sal Tel Bond Global IL0011507394 2.54 450.5 +0.27%
  Harel Sal Tel Bond Yields Shekel IL0011506719 2.48 394.0 +0.23%
Kbs Sor (Bvi) Holdings Ltd 9.5% IL0012060443 2.24 - -
Encore Opp B2 - 2.24 - -
  Clal Finance Ltd 5.31 31-Jul-2037 IL0011979205 2.16 96.080 0.00%
  Extell B4 IL0011831695 2.06 98.28 0.00%
  MTF SAL Tel Bond Yields IL0011501199 1.84 417.9 +0.22%
  Leser Group Ltd 7.75 30-Jun-2028 IL0011789208 1.78 102.940 0.00%
  Property and Building Corp 3.95% 30-06-29 IL0069902125 1.70 91.20 0.00%
  Harel Sal 00 Tel Bond Global IL0011501355 1.66 379.2 +0.37%

Top Equity Funds by Ayalon Mutual Funds Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Tachlit TTF S&P 500 1.39B 20.56 14.75 13.74
  Tachlit TTF S&P 500 Hedged 1.27B 15.00 6.57 -
  Meitav 20 80 1.08B 4.57 1.90 -
  Tachlit TTF TLV 125 856.12M 10.29 4.58 5.06
  Tachlit TTF NASDAQ 100 Hedged 643.71M 13.66 6.45 -
Comment Guidelines

We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:  

  •            Enrich the conversation, don’t trash it.

  •           Stay focused and on track. Only post material that’s relevant to the topic being discussed. 

  •           Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.

  • Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
  • NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
  • Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
  • Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.
  • Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00011NLJ Comments

Write your thoughts about Horizon 70/30 Il
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email