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Yelin Lapidot 60/40 Il (0P0001IZPQ)

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139.770 +0.350    +0.25%
26/11 - Delayed Data. Currency in ILS
Type:  Fund
Market:  Israel
ISIN:  IL0051301823 
S/N:  5130182
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 209.9M
Yelin Lapidot 40/60 139.770 +0.350 +0.25%

0P0001IZPQ Overview

 
Find basic information about the Yelin Lapidot 60/40 Il 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 0P0001IZPQ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change16.73%
Prev. Close139.42
Risk Rating
TTM Yield0%
ROE13.70%
IssuerN/A
TurnoverN/A
ROA5.06%
Inception DateDec 26, 2019
Total Assets209.9M
ExpensesN/A
Min. InvestmentN/A
Market Cap26.77B
CategoryILS Aggressive Allocation
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Yelin Lapidot 60/40 Il Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1109 1055 1189 1113 - -
Fund Return 10.92% 5.5% 18.85% 3.64% - -
Place in category 42 36 41 35 - -
% in Category 75 64 73 65 - -

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 -

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 738.86M 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 %
  Israel 1 31-MAR-2030 IL0011609851 5.00 85.07 0.00%
  Bank Hapoalim IL0006625771 2.08 4,300 +0.00%
  Leumi IL0006046119 2.03 4,291 +0.00%
  SPDR S&P 500 US78462F1030 2.00 600.65 +0.52%
  KSM 4D S&P 500 IL0011464711 1.77 23,950 0.00%

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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