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Sigma 70/30 Il (0P000186N5)

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155.190 +0.250    +0.16%
13/11 - Delayed Data. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Sigma Mutual Funds Ltd.
ISIN:  IL0051230964 
S/N:  5123096
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 326.19M
Sigma 30/70 155.190 +0.250 +0.16%

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 2.240 2.900 0.660
Shares 13.810 13.810 0.000
Bonds 68.830 68.830 0.000
Convertible 0.660 0.660 0.000
Other 14.450 14.450 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 7.347 11.232
Price to Book 1.416 1.651
Price to Sales 0.536 1.285
Price to Cash Flow 4.040 7.482
Dividend Yield 4.123 3.198
5 Years Earnings Growth 14.184 12.758

Sector Allocation

Name  Net % Category Average
Technology 21.610 19.139
Financial Services 19.560 22.844
Industrials 18.180 10.137
Real Estate 15.590 13.936
Energy 11.770 8.017
Utilities 4.980 4.835
Healthcare 3.700 6.198
Consumer Cyclical 3.250 8.214
Consumer Defensive 0.810 5.493
Basic Materials 0.540 3.499

Region Allocation

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

Top Holdings

Number of long holdings: 316

Number of short holdings: 3

Name ISIN Weight % Last Change %
  Delek Goup B37 6.75 31-Jan-2029 IL0011928897 3.79 104.360 +0.12%
  MORE SAL (E) S&P 500 (4D) IL0011658106 3.08 11,070.00 -0.27%
  G CITY B13 IL0012606526 2.87 116.200 -0.01%
  Lightstone Enterprises Ltd 5.75 30-Apr-2028 IL0011900995 2.65 99.170 +0.17%
  Psagot 4D S&P 500 IL0011481624 2.31 22,110 -0.14%
  Lightstone B2 IL0011607467 2.13 99.97 +0.12%
Bank Leumi Le-Israel BM 1.95% IL0060404717 2.00 - -
  Tachlit SAL (40) TA 125 IL0011437188 1.88 2,255 -0.62%
Lightstone Enterprises Limited 5.9% IL0012042961 1.75 - -
  Norstar B12 IL0072304020 1.73 113.80 +0.39%

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 8.41 4.52 -
  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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