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Sigma 70/30 Il (0P000186N5)

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158.940 +0.030    +0.02%
23/12 - Delayed Data. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Sigma Mutual Funds Ltd.
ISIN:  IL0051230964 
S/N:  5123096
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 363.82M
Sigma 30/70 158.940 +0.030 +0.02%

0P000186N5 Overview

 
Find basic information about the Sigma 70/30 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 0P000186N5 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change16.18%
Prev. Close158.91
Risk Rating
TTM Yield0%
ROE16.84%
IssuerSigma Mutual Funds Ltd.
TurnoverN/A
ROA6.48%
Inception DateJun 14, 2016
Total Assets363.82M
ExpensesN/A
Min. InvestmentN/A
Market Cap4.79B
CategoryILS Cautious Allocation
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Sigma 70/30 Il Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1140 1051 1173 1171 1326 -
Fund Return 14% 5.13% 17.27% 5.39% 5.8% -
Place in category 6 28 11 14 6 -
% in Category 3 12 5 7 4 -

Top Equity Funds by Sigma Mutual Funds Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL0051236664 1.14B 8.15 4.14 -
  IL0051242274 392.66M 10.17 5.05 -
  Sigma General Equity 156.07M 33.12 4.99 7.81
  IL0051377575 116.61M 57.95 - -
  Sigma Combined Bonds+20 91.97M 9.04 2.92 2.29

Top Funds for ILS Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL0051257942 1.94B 10.96 4.36 -
  Yelin Lapidot 30 70 1.39B 10.83 2.84 -
  IL0051236664 1.14B 8.15 4.14 -
  Yelin Lapidot 20/80 1.12B 8.28 2.18 3.26
  Forest 20/80 1.07B 10.86 4.28 4.28

Top Holdings

Name ISIN Weight % Last Change %
  Tachlit SAL (40) TA 125 IL0011437188 3.93 2,395 +0.13%
  Delek Goup B37 6.75 31-Jan-2029 IL0011928897 3.20 105.93 -0.01%
  G CITY B13 IL0012606526 2.79 114.41 +0.02%
  Lightstone Enterprises Ltd 5.75 30-Apr-2028 IL0011900995 2.58 100.61 +0.03%
  MORE SAL (E) S&P 500 (4D) IL0011658106 2.54 10,860.00 +0.37%

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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