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Sigma 80/20 Il (0P0001QB0T)

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138.910 -0.030    -0.02%
06/08 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Sigma Mutual Funds Ltd.
ISIN:  IL0051366271 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 542.9M
Sigma 80/20 IL 138.910 -0.030 -0.02%

0P0001QB0T Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Sigma 80/20 IL (0P0001QB0T) fund. Our Sigma 80/20 IL 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 1.010 1.710 0.700
Shares 11.520 11.520 0.000
Bonds 72.910 72.910 0.000
Convertible 0.350 0.350 0.000
Other 14.210 14.210 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 9.397 10.966
Price to Book 1.465 1.675
Price to Sales 0.924 1.426
Price to Cash Flow 8.486 8.077
Dividend Yield 2.964 2.915
5 Years Earnings Growth 46.757 12.950

Sector Allocation

Name  Net % Category Average
Financial Services 24.820 22.849
Real Estate 13.950 15.119
Industrials 13.140 10.259
Consumer Cyclical 11.820 8.289
Technology 11.040 18.442
Energy 9.850 7.977
Utilities 7.010 4.801
Healthcare 4.060 5.970
Communication Services 2.040 5.908
Consumer Defensive 1.840 5.354
Basic Materials 0.430 3.381

Region Allocation

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

Top Holdings

Number of long holdings: 274

Number of short holdings: 3

Name ISIN Weight % Last Change %
Bank Leumi Le-Israel BM 2.42% IL0060404303 4.84 - -
  KSM (00) Tel Bond-Shekel 5-15 IL IL0011851230 2.75 4,170.08 +0.13%
  Delek Goup B37 6.75 31-Jan-2029 IL0011928897 2.58 103.90 +0.32%
  G CITY B13 IL0012606526 2.50 115.15 +0.11%
  Lightstone Enterprises Ltd 5.75 30-Apr-2028 IL0011900995 2.49 101.56 -0.04%
  Government Fixed Rate 5.5% 31-01-42 IL0011254005 2.28 114.68 +0.03%
  Psagot 4D S&P 500 IL0011481624 1.99 21,520 +0.47%
  Navitas Petroleum 6.7 30-Sep-2029 IL0012048257 1.86 107.00 +0.27%
  Israel .1 30-Nov-2031 IL0011722209 1.80 104.970 +0.05%
  MTF SAL (00) Tel Bond-CPI Linked 1-3 IL IL0011931271 1.65 398.56 +0.04%

Top Equity Funds by Sigma Mutual Funds Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL0051236664 1.09B 4.36 6.58 -
  Sigma 30 70 750.9M 8.99 10.42 -
  Sigma General Equity 724.7M 28.70 18.87 11.71
  IL0051242274 404.2M 5.20 7.87 -
  IL0051377575 362.3M 24.13 - -
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