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Yelin Lapidot Inv Port Il Up To 50% Eq (0P00019PZ0)

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160.740 -0.030    -0.02%
28/11 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051239635 
S/N:  5123963
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 301.52M
Yelin Lapidot Managed Investment Portf 160.740 -0.030 -0.02%

Yelin Lapidot Inv Port Il Up To 50% Eq Overview

 
Find basic information about the Yelin Lapidot Inv Port Il Up To 50% Eq 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 0P00019PZ0 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: IL0051239635)
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Rating
1-Year Change17.09%
Prev. Close160.77
Risk Rating
TTM Yield0%
ROE13.71%
IssuerYelin Lapidot Mutual Funds Mgmt Ltd
TurnoverN/A
ROA4.74%
Inception DateJan 30, 2017
Total Assets301.52M
ExpensesN/A
Min. Investment100,000
Market Cap24.62B
CategoryILS Aggressive Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1110 1055 1187 1078 1330 -
Fund Return 11.01% 5.54% 18.7% 2.53% 5.87% -
Place in category 41 35 42 49 36 -
% in Category 73 62 75 91 78 -

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 681.8M 7.41 6.96 -

Top Funds for ILS Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  MORE Flexible 774.63M 16.99 7.08 9.44
  Forest Sea Eagle 756.87M 10.79 3.68 5.13
  Psagot Flexible Portfolio 366.74M 9.09 2.84 7.19
  Psagot Premium 331.9M 10.51 3.53 5.96
  IL0051277254 302.67M 23.18 8.22 -

Top Holdings

Name ISIN Weight % Last Change %
  YLETF (4D) S&P 500 IL0012016569 3.17 6,117.00 -0.33%
  Leumi IL0006046119 2.71 4,318 +1.53%
  Bank Hapoalim IL0006625771 2.63 4,311 +0.68%
  SPDR S&P 500 US78462F1030 2.41 603.74 +0.02%
  Israel 1 31-MAR-2030 IL0011609851 1.97 84.89 -0.13%

Technical Summary

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