Breaking News
Get 45% Off 0
⚖ What's the current risk profile of the stocks in my watchlist? (Yes, you can ask that.)
Chat with WarrenAI
Close

Yelin Lapidot Bond Portfolio + 50% (0P0000A7OC)

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
 
Yelin Lapidot Bond Portfolio + 50% historical data, for real-time data please try another search
228.370 0.000    0.00%
01/08 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
ISIN:  IL0051074792 
S/N:  5107479
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 91.18M
Yelin Lapidot Bond Portfolio + 50% 228.370 0.000 0.00%

0P0000A7OC Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Yelin Lapidot Bond Portfolio + 50% (0P0000A7OC) fund. Our Yelin Lapidot Bond Portfolio + 50% 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 4.530 5.390 0.860
Shares 41.860 41.860 0.000
Bonds 49.590 49.590 0.000
Preferred 0.520 0.520 0.000
Other 3.510 3.510 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.371 11.772
Price to Book 1.568 1.808
Price to Sales 1.064 1.378
Price to Cash Flow 10.144 8.340
Dividend Yield 1.419 2.513
5 Years Earnings Growth 13.944 13.460

Sector Allocation

Name  Net % Category Average
Financial Services 26.820 18.574
Real Estate 17.740 13.293
Technology 13.910 21.137
Utilities 8.130 4.553
Communication Services 7.820 5.486
Consumer Defensive 6.540 4.970
Basic Materials 5.700 3.875
Industrials 5.160 10.689
Consumer Cyclical 3.950 8.404
Healthcare 2.470 6.133
Energy 1.760 5.338

Region Allocation

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

Top Holdings

Number of long holdings: 244

Number of short holdings: 1

Name ISIN Weight % Last Change %
MIZ TF ISSU B44 IL0023102093 2.81 - -
Ella Deposit Ltd 0.62% IL0011422156 2.44 - -
  Enlight Ene IL0007200111 1.91 6,730.0 -1.03%
  Leumi IL0006046119 1.87 5,645 -0.46%
  Bank Hapoalim IL0006625771 1.80 5,793 -0.33%
POALIM HAN B32 IL0019405351 1.66 - -
  MTF SAL 4D S&P 500 IL0011503336 1.53 8,983 +0.59%
  Discount IL0006912120 1.36 2,906 -2.09%
  BIG IL0010972607 1.34 57,780 +0.80%
  Tachlit SAL 4D S&P 500 IL0011443855 1.29 24,590 +0.90%

Top Equity Funds by Yelin Lapidot Mutual Funds Mgmt Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot 30 70 1.33B 3.38 6.33 -
  Yelin Lapidot Equity 1.09B 9.38 8.30 9.56
  Yelin Lapidot 20/80 1.04B 2.71 5.15 3.45
  Yelin Lapidot 25/75 881.4M 2.83 5.22 4.00
  Yelin Lapidot 90 10 Overseas 603.5M -1.62 5.90 2.01
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.

0P0000A7OC Comments

Write your thoughts about Yelin Lapidot Bond Portfolio + 50%
 
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