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Barometer 85/15 Il (LP65038533)

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244.370 -0.130    -0.05%
25/04 - Closed. Currency in ILS ( Disclaimer )
Type:  Fund
Market:  Israel
Issuer:  Ayalon Mutual Funds Ltd.
ISIN:  IL0051052673 
S/N:  5105267
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.08B
Barometer Bonds 15/85 244.370 -0.130 -0.05%

Barometer 85/15 Il Overview

 
Find basic information about the Barometer 85/15 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 LP65038533 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: IL0051052673)
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Rating
1-Year Change6.6%
Prev. Close244.5
Risk Rating
TTM Yield0%
ROE21.24%
IssuerAyalon Mutual Funds Ltd.
TurnoverN/A
ROA8.01%
Inception DateFeb 28, 2005
Total Assets1.08B
ExpensesN/A
Min. Investment1
Market Cap7.85B
CategoryILS Cautious Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1022 1022 1077 1088 1242 1440
Fund Return 2.16% 2.16% 7.69% 2.86% 4.43% 3.72%
Place in category 186 186 190 69 42 5
% in Category 74 74 78 38 27 8

Top Equity Funds by Ayalon Mutual Funds Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL0051275761 776.28M 9.66 8.87 -
  Ayalon Bank Stocks 649.87M 4.64 16.84 10.23
  Ayalon Model up to 30 263.19M 3.80 4.01 3.67
  IL0051288558 195.62M 6.44 10.10 -
  Barometer Global Stocks 159.69M 9.11 10.00 -

Top Funds for ILS Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot 30 70 1.49B 3.79 3.47 -
  IL0051257942 1.34B 3.79 4.50 -
  Meitav 20 80 1.18B 2.60 2.50 -
  Yelin Lapidot 20/80 1.15B 2.83 2.63 3.13
  Forest 20/80 1.04B 3.03 3.34 3.62

Top Holdings

Name ISIN Weight % Last Change %
  Government Galil 4% 31-07-24 IL0095904319 2.99 144.37 +0.02%
  Government Linked 0.75% 31-10-25 IL0011359127 2.92 112.68 -0.07%
United States Treasury Notes - 2.83 - -
  Israel Electric Company ISECO 2.39 20-SEP-2031 IL0060002859 2.82 110.63 +0.02%
  MTF SAL (4A) TA 125 IL0011502833 2.40 3,018 -0.40%

Technical Summary

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