Breaking News
Get 55% Off 0
Selloff or Market Correction? Either Way, Here's What to Do Next!
See Overvalued Stocks
Close

Yelin Lapidot 90/10 Il (LP68128752)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
155.730 +0.060    +0.04%
19/12 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051157043 
S/N:  5115704
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.02B
Yelin Lapidot 90/10 155.730 +0.060 +0.04%

LP68128752 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Yelin Lapidot 90/10 (LP68128752) fund. Our Yelin Lapidot 90/10 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 3.000 3.000 0.000
Shares 9.510 9.530 0.020
Bonds 71.530 71.530 0.000
Convertible 0.620 0.620 0.000
Other 15.350 15.410 0.060

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 7.944 10.631
Price to Book 1.433 1.606
Price to Sales 0.950 1.342
Price to Cash Flow 6.085 7.433
Dividend Yield 3.325 2.999
5 Years Earnings Growth 5.960 13.110

Sector Allocation

Name  Net % Category Average
Financial Services 24.950 23.714
Healthcare 9.640 8.024
Utilities 9.120 5.437
Communication Services 8.870 6.810
Energy 7.940 7.660
Real Estate 7.720 15.584
Technology 7.540 17.545
Consumer Cyclical 7.430 7.007
Consumer Defensive 7.400 5.817
Industrials 5.280 10.262
Basic Materials 4.100 4.116

Region Allocation

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

Top Holdings

Number of long holdings: 276

Number of short holdings: 4

Name ISIN Weight % Last Change %
  KSM Tel Bond Shekel IL0011464141 3.67 4,010 -0.02%
  Israel 1.5 31-MAY-2037 IL0011661803 3.53 72.20 +0.06%
  Israel 1.3 30-Apr-2032 IL0011806606 2.87 81.720 +0.01%
  Schwab US Dividend Equity US8085247976 2.84 27.29 +1.34%
  MTF SAL Tel Bond Shekel 50 IL0011501686 2.50 323.1 +0.06%
  Israel .1 31-Jul-2026 IL0011695645 2.10 112.330 +0.03%
  Israel 1 31-MAR-2030 IL0011609851 1.67 85.44 +0.05%
  LEUMI B179 - LUMI .83 30-JUN-2026 IL0060403727 1.54 113.12 -0.04%
  MTF SAL Tel Bond Shekel IL0011500027 1.48 467.1 -0.04%
  Israel .1 30-Nov-2031 IL0011722209 1.43 102.140 +0.12%

Top Bond Funds by Yelin Lapidot Mutual Funds Mgmt Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot Corporate Bonds 1B 5.48 1.99 -
  Yelin Lapidot 9010 Growth 913.32M 5.72 1.70 2.76
  Yelin Lapidot Internal Rating Syste 889.5M 6.19 1.71 2.66
  Yelin Lapidot Unrated Bond +10 830.77M 9.89 4.13 3.78
  Yelin Lapidot A and Above upto 4 Y 788.01M 4.57 1.29 -
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

LP68128752 Comments

Write your thoughts about Yelin Lapidot 90/10 Il
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email