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Analyst 80/20 (LP68128721)

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210.490 +0.170    +0.08%
26/11 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
ISIN:  IL0051160336 
S/N:  5116033
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.37B
Analyst 80/20 210.490 +0.170 +0.08%

LP68128721 Overview

 
Find basic information about the Analyst 80/20 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 LP68128721 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change13.77%
Prev. Close210.32
Risk Rating
TTM Yield0%
ROE13.76%
IssuerN/A
TurnoverN/A
ROA4.90%
Inception DateMar 07, 2011
Total Assets1.37B
ExpensesN/A
Min. Investment1
Market Cap11.8B
CategoryILS Cautious Allocation
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Analyst 80/20 Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1114 1037 1152 1329 1481 1762
Fund Return 11.36% 3.67% 15.21% 9.95% 8.17% 5.83%
Place in category 67 40 74 51 19 4
% in Category 29 17 32 24 12 5

Top Equity Funds by Analyst I.M.S. Mutual Fds Mgmt (1986)Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL0051332364 530.57M 73.13 37.03 -
  Analyst Technology 497.95M 9.56 28.27 14.15
  Analyst Investments 437.09M 29.83 23.19 13.71
  Analyst Tel Aviv 125 406.83M 35.26 21.99 13.39
  Analyst Equity 357.18M 36.41 21.19 13.27

Top Funds for ILS Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL0051257942 2.83B 11.38 10.75 -
  Yelin Lapidot 30 70 1.36B 12.24 10.05 6.01
  Forest 20/80 1.28B 9.21 8.60 5.12
  IBI Up to 3 Yrs 80 20 1.06B 10.00 9.28 4.89
  Yelin Lapidot 20/80 1.06B 9.85 8.08 4.32

Top Holdings

Name ISIN Weight % Last Change %
The Bank of Israel IL0082509121 4.55 - -
United States Treasury Notes - 3.91 - -
The Bank of Israel IL0082506150 3.69 - -
  Tachlit SAL Tel Bond 60 IL0011451015 2.47 395.1 -0.10%
The Bank of Israel IL0082411195 2.24 - -

Technical Summary

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