Breaking News
Get 50% Off 0
⭐ Start off 2025 with a powerful boost to your portfolio: January’s freshest AI-picked stocks
Unlock stocks
Close

Migdal Migdal Portfolio 80/20 (0P0001720C)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
154.650 +0.250    +0.16%
02/01 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Migdal Mutual Funds Ltd
ISIN:  IL0051223043 
S/N:  5122304
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 781.86M
Migdal Portfolio Plus 154.650 +0.250 +0.16%

0P0001720C Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Migdal Portfolio Plus (0P0001720C) fund. Our Migdal Portfolio Plus portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 3.400 3.410 0.010
Shares 13.840 13.860 0.020
Bonds 62.800 62.800 0.000
Convertible 0.280 0.280 0.000
Other 19.690 19.770 0.080

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 10.182 10.992
Price to Book 1.491 1.616
Price to Sales 1.018 1.447
Price to Cash Flow 6.257 8.050
Dividend Yield 2.521 2.983
5 Years Earnings Growth 11.562 13.126

Sector Allocation

Name  Net % Category Average
Technology 25.540 18.575
Real Estate 17.260 14.836
Financial Services 14.670 23.054
Industrials 13.470 10.127
Energy 7.130 7.705
Consumer Cyclical 6.170 8.144
Consumer Defensive 5.830 5.358
Communication Services 5.060 6.010
Healthcare 2.200 5.958
Utilities 1.930 4.802
Basic Materials 0.740 3.375

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 545

Number of short holdings: 4

Name ISIN Weight % Last Change %
  KSM Tel Bond Composite IL0011470817 3.87 3,956 +0.08%
  Israel 1.3 30-Apr-2032 IL0011806606 2.07 82.090 +0.11%
  MTF SAL (00) Tel Bond - Shekel A IL IL0011728248 1.82 422.73 +0.13%
  Tachlit SAL Tel Bond Composite IL0011440133 1.77 3,971 +0.05%
  Israel 3.75 28-Feb-2029 IL0011948028 1.63 101.280 0.00%
  KSM (00) Tel Bond-Shekel A IL IL0011936551 1.41 4,226.07 +0.15%
  Blue Square Real Estate 2.15% 30-11-26 IL0011406076 1.20 116.50 0.00%
  Tachlit SAL (40) TA Banks 5 IL0011437261 1.05 4,589 -0.58%
  Psagot Tel Bond CPI Linked A IL0011484776 1.05 3,945 +0.18%
  Israel 1 31-MAR-2030 IL0011609851 0.92 85.78 +0.09%

Top Equity Funds by Migdal Mutual Funds Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  MTF S&P500 Series 2 2.67B 28.02 17.10 -
  MTF Indxx Glbl Aerospace Defense 1.73B 41.95 36.56 -
  MTF TR S&P 500 Currency Hedged 1.15B 24.42 8.22 -
  MTF TA 125 930.72M 21.49 5.49 5.79
  MTF MSCI World 628.36M 22.64 14.71 -
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0001720C Comments

Write your thoughts about Migdal Migdal Portfolio 80/20
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email