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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 1011 | 1046 | 1066 | 1082 | - |
Fund Return | 4.62% | 1.15% | 4.62% | 2.17% | 1.58% | - |
Place in category | 70 | 94 | 70 | 31 | 42 | - |
% in Category | 75 | 94 | 75 | 37 | 63 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Yelin Lapidot Corporate Bonds | 1.02B | 6.48 | 2.19 | 3.16 | ||
Yelin Lapidot 90/10 | 1.02B | 6.97 | 1.89 | 2.57 | ||
Yelin Lapidot 9010 Growth | 917.06M | 6.86 | 1.97 | 3.05 | ||
Yelin Lapidot Internal Rating Syste | 900.69M | 7.39 | 1.86 | 2.97 | ||
Yelin Lapidot Unrated Bond +10 | 836.68M | 11.51 | 4.30 | 4.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Excellence Nexus | 837.67M | 8.31 | 3.06 | 2.87 | ||
Yelin Lapidot Total Return | 711.19M | 5.32 | 1.58 | 1.98 | ||
Excellence Investment Portf no Eq | 698.13M | 6.98 | 1.99 | 2.08 | ||
IL0051302326 | 627.82M | 5.24 | 2.53 | - | ||
Meitav Bond | 605.5M | 5.33 | 1.10 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
INTERN ISSU B10 - FIBIU .1 10-SEP-2025 | IL0011602906 | 4.02 | 113.19 | +0.05% | |
Israel .5 27-Feb-2026 | IL0011746976 | 3.92 | 96.590 | +0.02% | |
Government Linked 0.75% 31-05-27 | IL0011408478 | 3.82 | 114.24 | +0.04% | |
Phoenix PHOEA 1.38 31-Jul-2028 | IL0076702500 | 2.95 | 102.50 | +0.06% | |
Discount Manpikim Ltd 2.68 05-Dec-2030 | IL0074801635 | 2.93 | 94.59 | -0.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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