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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 1017 | 1071 | 969 | 1051 | - |
Fund Return | 1.7% | 1.7% | 7.1% | -1.04% | 1% | - |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Yelin Lapidot 30 70 | 1.49B | 3.79 | 3.47 | - | ||
Yelin Lapidot 20/80 | 1.15B | 2.83 | 2.63 | 3.13 | ||
Yelin Lapidot Equity | 1.04B | 9.95 | 4.48 | 7.69 | ||
Yelin Lapidot 25/75 | 1.04B | 3.12 | 2.78 | 3.67 | ||
Yelin Lapidot Model + 15% | 604.4M | 2.28 | 2.10 | 2.81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Yelin Lapidot 90 10 Overseas | 573.07M | 2.41 | 4.16 | - | ||
Meitav 90 10 Glbl Portf Protectd | 272.43M | 1.54 | 0.82 | - | ||
More 90 10 Global Portfolio | 204.18M | 3.55 | 4.27 | - | ||
Tamir Fishman Global Bond Floating | 124.68M | 3.07 | 6.08 | - | ||
Excellence Global Bond Forex Hedged | 102.64M | 0.86 | -1.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 3.375% | - | 14.84 | - | - | |
United States Treasury Notes | - | 8.38 | - | - | |
Altria Group, Inc. 6.2% | - | 2.98 | - | - | |
General Motors Financial Company Inc | - | 2.49 | - | - | |
BP Capital Markets America, Inc. 3.119% | - | 2.22 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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