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Analyst Investments (LP65037965)

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1,162.960 -6.510    -0.56%
10/10 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Analyst I.M.S. Mutual Fds Mgmt (1986)Ltd
ISIN:  IL0051016397 
S/N:  5101639
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 276.1M
Analyst Investments 1,162.960 -6.510 -0.56%

Analyst Investments Overview

 
Find basic information about the Analyst Investments 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 LP65037965 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: IL0051016397)
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Rating
1-Year Change29.79%
Prev. Close1,169.47
Risk Rating
TTM Yield0%
ROE11.88%
IssuerAnalyst I.M.S. Mutual Fds Mgmt (1986)Ltd
TurnoverN/A
ROA4.14%
Inception DateAug 01, 2001
Total Assets276.1M
ExpensesN/A
Min. Investment25,000
Market Cap5.15B
CategoryILS Aggressive Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1163 1147 1219 1227 1618 2307
Fund Return 16.32% 14.71% 21.94% 7.05% 10.1% 8.72%
Place in category 12 2 9 15 15 4
% in Category 20 2 15 27 32 25

Top Equity Funds by Analyst I.M.S. Mutual Fds Mgmt (1986)Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Analyst 80/20 557.8M 6.73 3.79 3.99
  Analyst Technology 498.2M 26.74 13.07 14.17
  Analyst Equity 202.53M 7.62 3.35 7.68
  Analyst Diversified 189.84M 8.75 4.45 7.34
  Analyst Tel Aviv 125 148.6M 14.19 7.12 8.19

Top Funds for ILS Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  MORE Flexible 737.6M 13.21 7.17 8.87
  Forest Sea Eagle 737.4M 8.52 3.45 4.86
  Psagot Flexible Portfolio 370.8M 11.35 5.04 7.35
  Psagot Premium 325.6M 8.25 3.62 5.70
  Yelin Lapidot Managed Investment P 308.35M 9.20 2.90 -

Top Holdings

Name ISIN Weight % Last Change %
  Wix.Com Ltd IL0011301780 7.84 168.97 +3.81%
  Aura Investments IL0003730194 4.87 1,700.0 -0.93%
  Navitas Petroleum Unit IL0011419699 3.90 5,619 -0.11%
  Enlight Energy IL0007200111 3.15 5,967.0 +0.29%
  BIG IL0010972607 2.98 42,350 +1.32%

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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