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Sigma Global Equity (0P0000MXJE)

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251.360 -5.330    -2.08%
19/12 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Sigma Mutual Funds Ltd.
ISIN:  IL0051135437 
S/N:  5113543
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 38.61M
Sigma Global Equity 251.360 -5.330 -2.08%

Sigma Global Equity Overview

 
Find basic information about the Sigma Global Equity 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 0P0000MXJE MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: IL0051135437)
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Rating
1-Year Change22.1%
Prev. Close256.69
Risk Rating
TTM Yield0%
ROE28.11%
IssuerSigma Mutual Funds Ltd.
TurnoverN/A
ROA9.62%
Inception DateDec 27, 2009
Total Assets38.61M
ExpensesN/A
Min. Investment1
Market Cap604.29B
CategoryGlobal Large - Cap Blend Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1257 1112 1276 1349 1707 2029
Fund Return 25.74% 11.22% 27.65% 10.49% 11.29% 7.33%
Place in category 229 34 192 2740 1532 896
% in Category 4 1 4 53 38 39

Top Equity Funds by Sigma Mutual Funds Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL0051236664 1.14B 8.15 4.14 -
  IL0051242274 392.66M 10.17 5.05 -
  Sigma 30 70 363.82M 14.00 5.39 -
  Sigma General Equity 156.07M 33.12 4.99 7.81
  IL0051377575 116.61M 57.95 - -

Top Funds for Global Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL0051305543 255.72M 22.19 9.50 -
  Psagot Global Dividend Equity 127.92M 9.33 9.88 7.53
  Analyst US Global Equity 120.94M 23.25 11.59 7.72
  Harel Global Equity 94.34M 33.55 10.71 6.15
  Epsilon Global Shares 89.38M 16.88 10.98 6.46

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 6.95 438.11 -0.28%
  Amazon.com US0231351067 5.43 227.05 -0.87%
  PayPal US70450Y1038 4.62 88.14 -0.12%
  Progressive US7433151039 4.47 243.19 -0.02%
  Palo Alto Networks US6974351057 3.77 188.50 -0.53%

Technical Summary

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