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Forest 20/80 (LP68246307)

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133.190 -0.410    -0.31%
25/05 - Closed. Currency in ILS ( Disclaimer )
Type:  Fund
Market:  Israel
Issuer:  FOREST MUTUAL FUNDS LTD
ISIN:  IL0051186745 
S/N:  5118674
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 962.6M
Forest 20/80 133.190 -0.410 -0.31%

Asset Allocation

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Name  Net %  Long %  Short %
Cash 8.230 8.370 0.140
Stocks 13.050 13.050 0.000
Bonds 78.590 78.590 0.000
Other 0.130 0.130 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 8.432 23.655
Price to Book 1.335 1.899
Price to Sales 0.858 1.494
Price to Cash Flow 7.494 9.427
Dividend Yield 3.095 2.168
5 Years Earnings Growth 1.952 11.972

Sector Allocation

Name  Net % Category Average
Financial Services 28.730 22.140
Industrials 11.850 8.827
Consumer Defensive 11.400 5.579
Real Estate 11.110 16.018
Healthcare 8.370 6.040
Consumer Cyclical 7.270 8.350
Communication Services 6.550 6.364
Basic Materials 6.430 4.708
Energy 4.880 5.451
Technology 3.410 17.791

Region Allocation

  • North America
  • Africa & Middle East
  • Developed Markets

Top Holdings

Number of long holdings: 197

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Government Fixed Rate 3.75% 31-03-24 IL0011308488 7.00 104.30 +0.03%
ALONY HETS B10 IL0039003624 3.01 - -
  Israel 1.5 30-Nov-2023 IL0011550683 2.75 100.870 -0.01%
  Israel Electric Corp 4.8% 12-10-23 IL0060002024 2.73 103.21 +0.09%
  ICL Israel Chemicals 2.45% 30-03-24 IL0028102999 2.55 100.91 +0.25%
  Mizrahi Tefahot Issuing Company 2.47% 07-06-22 IL0023101756 2.54 102.42 +0.02%
  Government Fixed Rate 4.25% 31-03-23 IL0011267478 2.52 103.50 +0.01%
  Zur Shamir Holdings Ltd 3.7 30-Jun-2028 IL0073001716 1.99 111.000 +0.71%
  B Communications Ltd 3.65 30-Nov-2026 IL0011781510 1.53 94.600 +0.58%
  Universal Motors Israel 3.4% 10-08-23 IL0011416471 1.52 100.88 +0.13%

Top Equity Funds by FOREST MUTUAL FUNDS LTD

  Name Rating Total Assets YTD% 3Y% 10Y%
  Forest Sea Eagle 887.71M 1.32 8.60 6.35
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