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Yelin Lapidot Shekel Corporate Il + 20% (0P0000O8HO)

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148.970 -0.250    -0.17%
15/04 - Closed. Currency in ILS ( Disclaimer )
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051149131 
S/N:  5114913
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 72.11M
Yelin Lapidot Shiklit Plus 148.970 -0.250 -0.17%

Yelin Lapidot Shekel Corporate Il + 20% Overview

 
Find basic information about the Yelin Lapidot Shekel Corporate Il + 20% 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 0P0000O8HO MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: IL0051149131)
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Rating
1-Year Change6.01%
Prev. Close149.22
Risk Rating
TTM Yield0%
ROE8.18%
IssuerYelin Lapidot Mutual Funds Mgmt Ltd
TurnoverN/A
ROA1.47%
Inception DateMay 12, 2010
Total Assets72.11M
ExpensesN/A
Min. Investment1
Market Cap8.61B
CategoryILS Cautious Allocation
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Performance

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Condition

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Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1018 1018 1076 1050 1113 1207
Fund Return 1.81% 1.81% 7.56% 1.65% 2.16% 1.9%
Place in category 216 216 195 136 122 50
% in Category 86 86 80 75 79 91

Top Equity Funds by Yelin Lapidot Mutual Funds Mgmt Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot 30 70 1.49B 3.79 3.47 -
  Yelin Lapidot 20/80 1.14B 2.83 2.63 3.13
  Yelin Lapidot 25/75 1.04B 3.12 2.78 3.67
  Yelin Lapidot Equity 1.02B 9.95 4.48 7.69
  Yelin Lapidot Model + 15% 619.79M 2.28 2.10 2.81

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 1.19B 2.60 2.50 -
  Yelin Lapidot 20/80 1.14B 2.83 2.63 3.13
  Barometer Bonds 15/85 1.09B 2.16 2.86 3.72

Top Holdings

Name ISIN Weight % Last Change %
  Miz Tf Issu B63 IL0023105484 4.10 92.340 +0.01%
  Poalim B101 IL0011913378 3.91 100.57 -0.09%
  KSM Tel Bond Shekel IL0011464141 3.52 3,798 -0.12%
  Makam 315 Mar 25 IL0082403192 3.38 96.35 0.00%
  Miz Tf Issu B60 IL0023104560 3.02 99.36 0.00%

Technical Summary

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