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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1013 | 1074 | 1077 | 1175 | 1265 |
Fund Return | 2.52% | 1.25% | 7.42% | 2.52% | 3.28% | 2.38% |
Place in category | 8 | 8 | 8 | 7 | 5 | 1 |
% in Category | 8 | 8 | 8 | 8 | 8 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Analyst Money Market Without CP | 7.46B | 1.67 | 2.34 | - | ||
Analyst Money Market | 2.51B | 1.68 | 2.33 | 0.81 | ||
Analyst Diversified Portfolio 90/10 | 340.65M | 0.85 | 0.45 | 2.05 | ||
Analyst Bond A or Higher Dur 1 4Yrs | 338.67M | 0.62 | 0.66 | 1.42 | ||
Analyst Government Bonds up to 5 Y | 177.96M | -0.44 | -0.72 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Excellence Nexus | 852.74M | 2.59 | 2.13 | 2.15 | ||
Excellence Investment Portf no Eq | 739.82M | 1.54 | 0.88 | 1.50 | ||
Yelin Lapidot Total Return | 682.51M | 0.69 | 0.84 | 1.50 | ||
Meitav Bond | 678.89M | 0.30 | 0.18 | - | ||
IL0051285414 | 599.66M | 1.38 | 0.62 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes | - | 5.58 | - | - | |
Harel Sal Tel Bond 60 | IL0011504730 | 5.08 | 354.8 | -0.22% | |
Tachlit SAL Tel Bond 60 | IL0011451015 | 4.84 | 355.6 | -0.06% | |
Norstar Holdings Inc 4.75 31-Mar-2028 | IL0011930778 | 4.08 | 102.090 | -0.37% | |
Tachlit SAL Tel Bond Shekel | IL0011451841 | 2.96 | 383.9 | -0.15% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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