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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1044 | 1043 | 1156 | 1172 | - |
Fund Return | 2.95% | 4.4% | 4.33% | 4.95% | 3.22% | - |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Yelin Lapidot 30 70 | 1.47B | 3.06 | 2.26 | - | ||
Yelin Lapidot 20/80 | 1.14B | 1.99 | 1.64 | 2.94 | ||
Yelin Lapidot 25/75 | 1.03B | 2.29 | 1.69 | 3.49 | ||
Yelin Lapidot Equity | 1.01B | 7.41 | 1.11 | 7.58 | ||
Yelin Lapidot 8020 Growth | 576.79M | 2.53 | 2.16 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Meitav 90 10 Glbl Portf Protectd | 294.54M | 1.48 | 0.34 | - | ||
More 90 10 Global Portfolio | 220.62M | 4.44 | 4.99 | - | ||
Tamir Fishman Global Bond Floating | 127.78M | 4.78 | 7.30 | - | ||
Excellence Global Bond Forex Hedged | 103.01M | 0.49 | -1.53 | - | ||
Yelin Lapidot 90 10Glbl Bd Prtf Frx | 28.82M | 1.38 | -1.52 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 3.375% | - | 17.49 | - | - | |
United States Treasury Notes | - | 7.75 | - | - | |
United States Treasury Notes 0.25% | - | 6.67 | - | - | |
Altria Group, Inc. 6.2% | - | 2.83 | - | - | |
Caterpillar Financial Services Corporation 3.4% | - | 2.31 | - | - |
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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