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Yelin Lapidot 75/25 Il (LP68246312)

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156.480 -0.380    -0.24%
19/12 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051186174 
S/N:  5118617
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 937.95M
Yelin Lapidot 25/75 156.480 -0.380 -0.24%

LP68246312 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Yelin Lapidot 25/75 (LP68246312) fund. Our Yelin Lapidot 25/75 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 1.190 1.200 0.010
Shares 21.040 21.060 0.020
Bonds 61.340 61.340 0.000
Convertible 0.540 0.540 0.000
Other 15.890 15.950 0.060

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 7.810 11.203
Price to Book 1.318 1.604
Price to Sales 0.905 1.406
Price to Cash Flow 6.251 7.817
Dividend Yield 2.856 2.996
5 Years Earnings Growth 12.388 13.608

Sector Allocation

Name  Net % Category Average
Financial Services 26.870 22.989
Technology 12.930 18.486
Utilities 11.740 4.727
Real Estate 10.380 14.594
Communication Services 9.090 6.126
Consumer Cyclical 7.320 8.162
Healthcare 6.730 6.050
Consumer Defensive 4.700 5.417
Energy 4.180 7.979
Basic Materials 3.210 3.546
Industrials 2.850 10.276

Region Allocation

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

Top Holdings

Number of long holdings: 277

Number of short holdings: 4

Name ISIN Weight % Last Change %
  Israel 1.5 31-MAY-2037 IL0011661803 3.57 72.20 +0.06%
  Government Linked 0.75% 31-05-27 IL0011408478 3.35 114.15 +0.08%
  Israel 1.3 30-Apr-2032 IL0011806606 2.88 81.720 +0.01%
  Israel 1 31-MAR-2030 IL0011609851 2.83 85.44 +0.05%
  KSM Tel Bond Shekel 50 IL0011507626 2.64 4,036 +0.05%
  Source S&P 500 UCITS IE00B3YCGJ38 2.33 1,173.27 +0.68%
  KSM Tel Bond Shekel IL0011464141 2.19 4,010 -0.02%
  MTF SAL Tel Bond Shekel 50 IL0011501686 1.83 323.1 +0.06%
  SPDR S&P 500 US78462F1030 1.47 591.15 +0.86%
  Israel .1 31-Jul-2026 IL0011695645 1.35 112.330 +0.03%

Top Equity Funds by Yelin Lapidot Mutual Funds Mgmt Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot 30 70 1.39B 10.83 2.84 -
  Yelin Lapidot 20/80 1.12B 8.28 2.18 3.26
  Yelin Lapidot Equity 1.08B 25.46 1.98 9.34
  Yelin Lapidot 90 10 Overseas 668.62M 6.11 6.97 -
  Yelin Lapidot Global Equity 628.06M 19.19 9.15 -
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