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I.b.i 70/30 (0P000177OX)

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143.990 +0.370    +0.26%
18/04 - Delayed Data. Currency in ILS ( Disclaimer )
Type:  Fund
Market:  Israel
Issuer:  I.B.I Mutual Funds Management (1978) Ltd
ISIN:  IL0051225022 
S/N:  5122502
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 616.25M
I.B.I 70/30 143.990 +0.370 +0.26%

0P000177OX Overview

 
Find basic information about the I.b.i 70/30 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 0P000177OX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10.03%
Prev. Close143.62
Risk Rating
TTM Yield0%
ROE5.11%
IssuerI.B.I Mutual Funds Management (1978) Ltd
TurnoverN/A
ROA1.79%
Inception DateDec 23, 2015
Total Assets616.25M
ExpensesN/A
Min. InvestmentN/A
Market Cap6.07B
CategoryILS Cautious Allocation
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I.b.i 70/30 Analysis


Performance

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Condition

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%

Frequency

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Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1036 1036 1118 1118 1274 -
Fund Return 3.58% 3.58% 11.76% 3.8% 4.96% -
Place in category 66 66 75 40 20 -
% in Category 26 26 31 22 13 -

Top Equity Funds by I.B.I Mutual Funds Management (1978) Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  I.B.I. NASDAQ 100 Basket 683.25M 9.29 14.91 18.34
  IBI 85 15 457.06M 2.18 3.19 -
  IBI Up to 3 Yrs 80 20 337.73M 3.84 3.94 3.01
  I.B.I Forex Hedged USA Basket 322.08M 6.45 4.35 -
  I.B.I. S&P 500 Basket 248.27M 11.26 13.88 12.62

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 1.18B 2.60 2.50 -
  Yelin Lapidot 20/80 1.15B 2.83 2.63 3.13
  Barometer Bonds 15/85 1.08B 2.16 2.86 3.72

Top Holdings

Name ISIN Weight % Last Change %
Ispro B1 - 1.81 - -
  Clal Insurance IL0002240146 1.48 6,202 +0.00%
  Harel Sal Tel Bond Yields IL0011506222 1.38 393.5 0.00%
  Paz Oil IL0011000077 1.34 36,910 +0.00%
  Luzon A Assets & Investments 6% 01-12-25 IL0047301648 1.17 118.97 0.00%

Technical Summary

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