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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1015 | 1076 | 1037 | 1076 | 1303 |
Fund Return | 1.51% | 1.51% | 7.58% | 1.21% | 1.48% | 2.68% |
Place in category | 15 | 15 | 10 | 20 | 15 | 3 |
% in Category | 36 | 36 | 27 | 62 | 50 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IL0051377401 | 1.02B | 1.08 | - | - | ||
Excellence CPI Linked Medium Term | 911.46M | 0.60 | 1.43 | - | ||
KESEM KTF Tel Bond 60 | 766.73M | 1.48 | 0.88 | 1.71 | ||
Excellence Nexus | 759.58M | 2.45 | 2.55 | 2.28 | ||
IL0051285414 | 613.49M | 1.58 | 1.04 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IL0051291016 | 617.19M | 3.34 | 5.24 | - | ||
IL0051280381 | 458.21M | 1.79 | 3.45 | - | ||
Harel Pia Dollar Bonds Intl | 435.23M | 2.24 | 6.68 | 2.98 | ||
Altshuler Shaham Glbl Bds Protctd | 380.58M | 1.05 | -1.25 | 0.93 | ||
Altshuler Shaham Glbl Bond Stk Free | 371.06M | 2.52 | 3.55 | 2.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America Corp. 3.419% | - | 7.74 | - | - | |
JPMorgan Chase & Co. 5.35% | - | 6.28 | - | - | |
Verizon Communications Inc. 4.329% | - | 5.77 | - | - | |
Citigroup Inc. 4.412% | - | 5.32 | - | - | |
Wells Fargo & Co. 3.526% | - | 5.28 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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