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Migdal Portfolio 85/15 (LP68028237)

Tel Aviv

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192.270 +0.240 +0.12%

20/11 - Closed. Currency in ILS

Type: Fund

Market: Israel

Issuer: Migdal Mutual Funds Ltd

ISIN: IL0051128267

S/N: 5112826

Asset Class: Equity

Morningstar Rating:
Total Assets: 476.39M

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LP68028237 Holdings

Comprehensive information about top holdings and Key Holding Information for the Migdal Model +15% (LP68028237) fund. Our Migdal Model +15% 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	3.240	3.260	0.020
Stocks	11.700	11.700	0.000
Bonds	74.460	74.460	0.000
Convertible	0.290	0.290	0.000
Other	10.290	10.540	0.250

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	10.737	11.232
Price to Book	1.392	1.651
Price to Sales	0.869	1.285
Price to Cash Flow	4.958	7.482
Dividend Yield	3.446	3.198
5 Years Earnings Growth	13.914	12.758

Sector Allocation

Name	Net %	Category Average
Technology	29.620	19.139
Financial Services	17.050	22.844
Industrials	13.820	10.137
Real Estate	10.140	13.936
Energy	8.300	8.017
Consumer Cyclical	5.720	8.214
Communication Services	5.430	6.380
Consumer Defensive	3.820	5.493
Utilities	3.720	4.835
Basic Materials	1.600	3.499
Healthcare	0.770	6.198

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 479

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Government Floating Rate 0.1% 31-05-26	IL0011417958	2.89	99.51	0.00%
Israel 1.3 30-Apr-2032	IL0011806606	2.89	80.740	0.00%
Blue Square Real Estate 2.15% 30-11-26	IL0011406076	1.94	117.75	0.00%
MTF SAL (00) Tel Bond - Shekel A IL	IL0011728248	1.54	416.21	-0.04%
Israel 1 31-MAR-2030	IL0011609851	1.54	84.56	0.00%
Melisron Ltd 1.76% 10-JUL-2025	IL0032301900	0.93	117.70	+0.01%
Shikun & Binui 3.65% 01-05-29	IL0011358889	0.91	117.65	0.00%
Mivne Real Estate KD Ltd 2.4 30-Sep-2026	IL0022605450	0.90	116.300	0.00%
Albar Mimunit Services Ltd 3.25 13-Jan-2027	IL0011587404	0.89	98.240	+0.07%
Albar Mimunit Services Ltd 5.7 20-Jun-2028	IL0011918328	0.83	101.310	0.00%

Top Equity Funds by Migdal Mutual Funds Ltd

Name	Total Assets	YTD%	3Y%	10Y%
MTF S&P500 Series 2	2.55B	24.05	15.31	-
MTF Indxx Glbl Aerospace Defense	1.63B	38.56	31.16	-
MTF TR S&P 500 Currency Hedged	1.08B	18.32	6.21	-
MTF TA 125	866.38M	17.20	4.72	5.66
Migdal Portfolio Plus	775.14M	7.43	2.31	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Migdal Model +15%	192.270	+0.240	+0.12%