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Migdal Us Equity (0P0000XSTK)

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228.170 -0.420    -0.18%
20/11 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Migdal Mutual Funds Ltd
ISIN:  IL0051175367 
S/N:  5117536
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 25.19M
Migdal M.Q Model US Equity 228.170 -0.420 -0.18%

0P0000XSTK Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Migdal M.Q Model US Equity (0P0000XSTK) fund. Our Migdal M.Q Model US Equity portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 62.970 62.980 0.010
Stocks 10.230 10.240 0.010
Bonds 21.480 21.480 0.000
Other 5.330 5.330 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 22.789 21.825
Price to Book 4.095 3.341
Price to Sales 3.486 2.082
Price to Cash Flow 15.853 13.449
Dividend Yield 1.256 1.142
5 Years Earnings Growth 13.741 13.100

Sector Allocation

Name  Net % Category Average
Technology 50.050 26.055
Financial Services 12.930 15.968
Communication Services 11.820 8.862
Industrials 9.900 11.484
Healthcare 7.520 14.717
Consumer Cyclical 4.860 13.137
Real Estate 2.780 2.890
Utilities 0.110 1.590
Basic Materials 0.040 2.938
Consumer Defensive -0.010 5.101

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 25

Number of short holdings: 5

Name ISIN Weight % Last Change %
United States Treasury Bills - 20.83 - -
United States Treasury Bills - 11.24 - -
United States Treasury Bills - 11.21 - -
United States Treasury Bills - 11.20 - -
United States Treasury Bills - 10.28 - -
United States Treasury Bills - 6.46 - -
  MORE SAL (E) S&P 500 (4D) IL0011658106 5.05 10,870.00 -0.09%
United States Treasury Bills - 4.83 - -
  Technology Select Sector SPDR US81369Y8030 4.07 233.48 +1.02%
  Fidelity MSCI Communication Services Index US3160928731 1.25 57.99 -0.46%

Top Equity Funds by Migdal Mutual Funds Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  MTF S&P500 Series 2 2.55B 24.05 15.31 -
  MTF Indxx Glbl Aerospace Defense 1.63B 38.56 31.16 -
  MTF TR S&P 500 Currency Hedged 1.08B 18.32 6.21 -
  MTF TA 125 866.38M 17.20 4.72 5.66
  Migdal Portfolio Plus 775.14M 7.43 2.31 -
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