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Psagot In-houseresearch Equity Portfolio (0P0000SHWQ)

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Psagot In-HouseResearch Equity Portfolio historical data, for real-time data please try another search
136.970 -0.000    0.00%
04/08 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
ISIN:  IL0051158603 
S/N:  5115860
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 72M
Psagot In-HouseResearch Equity Portfolio 136.970 -0.000 0.00%

0P0000SHWQ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Psagot In-HouseResearch Equity Portfolio (0P0000SHWQ) fund. Our Psagot In-HouseResearch Equity Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.200 1.730 0.530
Shares 91.790 91.790 0.000
Other 7.010 7.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.656 9.103
Price to Book 1.606 1.385
Price to Sales 1.323 1.161
Price to Cash Flow 10.146 6.568
Dividend Yield 1.738 3.330
5 Years Earnings Growth 11.190 13.723

Sector Allocation

Name  Net % Category Average
Financial Services 27.250 25.552
Technology 15.680 16.189
Real Estate 15.170 18.207
Industrials 9.560 9.938
Basic Materials 7.170 3.901
Energy 6.600 7.527
Healthcare 5.670 5.463
Utilities 5.440 5.674
Communication Services 3.200 3.448
Consumer Cyclical 2.890 6.688
Consumer Defensive 1.390 4.929

Region Allocation

  • North America
  • Asia
  • Africa & Middle East
  • Developed Markets

Top Holdings

Number of long holdings: 73

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Psagot (4A) TA Banks5 IL0011487746 6.36 6,472 -0.31%
  Leumi IL0006046119 6.34 6,307 -0.86%
  Bank Hapoalim IL0006625771 4.26 6,400 +0.08%
  Discount IL0006912120 4.08 3,261 -0.55%
  ICL Israel Chemicals IL0002810146 3.97 2,125 -3.01%
  NICE Ltd IL0002730112 3.09 53,320 -2.45%
  Mizrahi Tefahot IL0006954379 3.06 21,050 -0.80%
  Perrigo IE00BGH1M568 2.42 26.64 -0.11%
  Nova IL0010845571 2.34 91,200 -1.72%
  Shikun & Binui IL0010819428 2.12 1,625.0 -0.12%

Top Equity Funds by Psagot Mutual Funds Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL0051274699 1.46B -2.13 18.09 -
  PTF TA-125 1.11B 24.53 17.08 7.92
  Psagot Managed TA 125 809.28M 26.45 17.59 10.89
  PTF Nasdaq 100 788.92M -0.07 24.69 -
  IL0051341688 686.82M 43.21 30.85 -
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