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Yelin Lapidot 80/20 Il (LP68135980)

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177.580 +0.120    +0.07%
07/11 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051164882 
S/N:  5116488
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.12B
Yelin Lapidot 20/80 177.580 +0.120 +0.07%

Yelin Lapidot 80/20 Il Overview

 
Find basic information about the Yelin Lapidot 80/20 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 LP68135980 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: IL0051164882)
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Rating
1-Year Change9.99%
Prev. Close177.46
Risk Rating
TTM Yield0%
ROE14.84%
IssuerYelin Lapidot Mutual Funds Mgmt Ltd
TurnoverN/A
ROA5.67%
Inception DateNov 14, 2011
Total Assets1.12B
ExpensesN/A
Min. Investment1
Market Cap40.31B
CategoryILS Cautious Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1066 1035 1117 1057 1176 1373
Fund Return 6.59% 3.49% 11.74% 1.87% 3.29% 3.22%
Place in category 144 110 153 128 90 19
% in Category 63 47 67 67 59 29

Top Equity Funds by Yelin Lapidot Mutual Funds Mgmt Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot 30 70 1.39B 8.75 2.55 -
  Yelin Lapidot Equity 984.2M 19.10 1.13 9.04
  Yelin Lapidot 25/75 979.3M 7.15 1.91 3.80
  Yelin Lapidot 90 10 Overseas 652.3M 6.64 6.71 -
  Yelin Lapidot Global Equity 588.4M 17.94 8.71 -

Top Funds for ILS Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL0051257942 1.81B 8.75 3.88 -
  Yelin Lapidot 30 70 1.39B 8.75 2.55 -
  IL0051236664 1.13B 6.73 3.82 -
  Meitav 20 80 1.07B 6.64 2.17 -
  Forest 20/80 1.03B 8.28 3.54 4.05

Top Holdings

Name ISIN Weight % Last Change %
  KSM Tel Bond Shekel IL0011464141 3.60 3,940 +0.28%
  Israel 1.5 31-MAY-2037 IL0011661803 3.03 69.47 0.00%
  MTF SAL Tel Bond Shekel 50 IL0011501686 2.56 317.2 +0.32%
  Israel .1 31-Jul-2026 IL0011695645 2.16 111.990 0.00%
  Harel Sal 4D S&P 500 IL0011490203 2.03 2,585 +0.31%

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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