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Sigma 70/30 Il (0P000186N5)

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156.600 +0.070    +0.04%
25/11 - Delayed Data. Currency in ILS
Type:  Fund
Market:  Israel
ISIN:  IL0051230964 
S/N:  5123096
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 326.19M
Sigma 30/70 156.600 +0.070 +0.04%

0P000186N5 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Sigma 30/70 (0P000186N5) fund. Our Sigma 30/70 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 1.140 1.470 0.330
Shares 13.800 13.800 0.000
Bonds 68.030 68.030 0.000
Convertible 0.650 0.650 0.000
Other 16.380 16.380 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 7.411 11.214
Price to Book 1.423 1.604
Price to Sales 0.614 1.405
Price to Cash Flow 4.284 7.815
Dividend Yield 2.720 3.002
5 Years Earnings Growth 38.206 13.595

Sector Allocation

Name  Net % Category Average
Financial Services 24.040 22.984
Technology 16.420 18.497
Real Estate 15.150 14.589
Industrials 13.010 10.275
Energy 10.990 7.978
Utilities 6.900 4.728
Healthcare 5.330 6.052
Consumer Cyclical 5.270 8.163
Consumer Defensive 2.460 5.409
Basic Materials 0.420 3.546

Region Allocation

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

Top Holdings

Number of long holdings: 301

Number of short holdings: 3

Name ISIN Weight % Last Change %
  Tachlit SAL (40) TA 125 IL0011437188 3.93 2,282 +0.35%
  Delek Goup B37 6.75 31-Jan-2029 IL0011928897 3.20 105.200 -0.14%
  G CITY B13 IL0012606526 2.79 116.860 -0.15%
  Lightstone Enterprises Ltd 5.75 30-Apr-2028 IL0011900995 2.58 99.800 -0.11%
  MORE SAL (E) S&P 500 (4D) IL0011658106 2.54 10,790.00 0.00%
  Government Fixed Rate 5.5% 31-01-42 IL0011254005 2.16 113.91 +0.04%
  Lightstone B2 IL0011607467 2.05 98.19 +0.02%
  Navitas Petroleum 6.7 30-Sep-2029 IL0012048257 2.04 104.730 -0.03%
  Bank Leumi LUMI 2.42 28-FEB-2030 IL0060404303 1.86 117.0 0.00%
  Namco Realty Ltd 6.25 15-Apr-2029 IL0012064734 1.77 102.800 -0.17%

Top Equity Funds by Sigma Mutual Funds Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL0051236664 1.13B 6.73 3.82 -
  IL0051242274 380.76M 8.54 4.56 -
  Sigma General Equity 140.66M 28.29 3.82 7.74
  Sigma Combined Bonds+20 93.43M 7.81 2.69 2.27
  Sigma Portfolio 57.42M 5.50 1.97 1.92
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