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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1115 | 1115 | 1299 | 1275 | 1565 | 2061 |
Fund Return | 11.47% | 11.47% | 29.91% | 8.44% | 9.37% | 7.5% |
Place in category | 1182 | 1182 | 496 | 2535 | 1872 | 1016 |
% in Category | 15 | 15 | 8 | 52 | 51 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Edmond De Rothschild Select up to 2 | 265.81M | 2.53 | 4.04 | 3.14 | ||
Edmond De Rotschild Select UpTo 30 | 161.54M | 3.22 | 4.87 | - | ||
Rothschild USA Taxable | 154.36M | 7.10 | 8.23 | 7.93 | ||
Edmond de Rothschild Bnd Portfl +30 | 48.89M | 3.98 | 2.37 | 3.17 | ||
Edmond De Rothschild Bonds + 15 | 26.23M | 2.06 | 2.35 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IL0051305543 | 190.1M | 8.70 | 4.31 | - | ||
Psagot Global Dividend Equity | 143.22M | 10.70 | 12.10 | 9.78 | ||
Analyst US Global Equity | 94.75M | 11.22 | 8.94 | 8.60 | ||
Epsilon Global Shares | 89.75M | 9.70 | 7.53 | 6.88 | ||
Harel Global Equity | 83.67M | 10.05 | 5.58 | 5.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR S&P 500 | US78462F1030 | 6.75 | 508.24 | +0.94% | |
Source S&P 500 UCITS | IE00B3YCGJ38 | 4.90 | 995.84 | +1.77% | |
Invesco QQQ Trust | US46090E1038 | 4.32 | 431.00 | +1.54% | |
Vanguard S&P 500 | US9229083632 | 2.45 | 467.13 | +0.98% | |
Microsoft | US5949181045 | 2.42 | 406.32 | +1.82% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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