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Yelin Lapidot Flexible (0P0000MXIZ)

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362.810 -0.280    -0.08%
21/11 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051140874 
S/N:  5114087
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 271.94M
Yelin Lapidot Flexible 362.810 -0.280 -0.08%

0P0000MXIZ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Yelin Lapidot Flexible (0P0000MXIZ) fund. Our Yelin Lapidot Flexible 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 3.360 3.370 0.010
Stocks 79.620 79.620 0.000
Bonds 0.270 0.270 0.000
Other 16.750 16.780 0.030

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 6.787 11.897
Price to Book 1.144 1.730
Price to Sales 0.715 1.267
Price to Cash Flow 5.297 7.767
Dividend Yield 3.201 2.777
5 Years Earnings Growth 18.288 13.120

Sector Allocation

Name  Net % Category Average
Financial Services 24.630 18.085
Utilities 12.140 4.765
Real Estate 11.980 12.096
Technology 10.840 21.546
Communication Services 8.140 5.720
Industrials 7.380 10.404
Healthcare 6.730 6.878
Basic Materials 5.070 4.069
Consumer Cyclical 4.790 8.356
Consumer Defensive 4.140 4.865
Energy 4.140 5.475

Region Allocation

  • North America
  • Europe Developed
  • Africa & Middle East
  • Developed Markets

Top Holdings

Number of long holdings: 128

Number of short holdings: 3

Name ISIN Weight % Last Change %
  Bank Hapoalim IL0006625771 5.28 4,210 +2.13%
  Leumi IL0006046119 5.17 4,135 +1.67%
  KSM 4D S&P 500 IL0011464711 4.60 24,120 0.00%
  Enlight Energy IL0007200111 3.51 5,908.0 -1.53%
  Teva IL0006290147 3.49 6,340 +0.32%
  Tachlit SAL 4D S&P 500 IL0011443855 3.17 25,770 -0.19%
  YLETF (4D) S&P 500 IL0012016569 2.61 6,158.00 -0.13%
  Tachlit SAL 4D NASDAQ 100 IL0011444010 2.11 40,060 -0.22%
  Discount IL0006912120 2.01 2,394 +1.79%
  Harel IL0005850180 1.96 4,200 -1.20%

Top Equity Funds by Yelin Lapidot Mutual Funds Mgmt Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot 30 70 1.38B 8.56 2.49 -
  Yelin Lapidot 20/80 1.12B 6.59 1.87 3.22
  Yelin Lapidot Equity 1.03B 18.72 1.02 9.01
  Yelin Lapidot 25/75 954.48M 6.93 1.84 3.78
  Yelin Lapidot 90 10 Overseas 680.76M 7.41 6.96 -
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