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Yelin Lapidot 85/15 Il (0P0001CKNC)

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129.360 +0.080    +0.06%
26/11 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 417.9M
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051259682 
S/N:  5125968
Asset Class:  Equity
Yelin Lapidot 85/15 129.360 +0.080 +0.06%

0P0001CKNC Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Yelin Lapidot 85/15 (0P0001CKNC) fund. Our Yelin Lapidot 85/15 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 2.540 2.540 0.000
Shares 10.730 10.750 0.020
Bonds 74.930 74.930 0.000
Convertible 0.920 0.920 0.000
Other 10.890 11.330 0.440

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 7.195 11.214
Price to Book 1.272 1.604
Price to Sales 0.842 1.405
Price to Cash Flow 5.672 7.815
Dividend Yield 3.500 3.002
5 Years Earnings Growth 12.689 13.595

Sector Allocation

Name  Net % Category Average
Financial Services 24.950 22.984
Utilities 12.540 4.728
Communication Services 11.800 6.132
Real Estate 11.180 14.589
Technology 11.150 18.497
Healthcare 7.770 6.052
Energy 6.490 7.978
Consumer Cyclical 5.630 8.163
Consumer Defensive 4.050 5.409
Basic Materials 3.250 3.546
Industrials 1.210 10.275

Region Allocation

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

Top Holdings

Number of long holdings: 285

Number of short holdings: 5

Name ISIN Weight % Last Change %
  Israel 1 31-MAR-2030 IL0011609851 4.13 85.07 0.00%
  KSM Tel Bond Shekel IL0011464141 3.12 3,980 -0.07%
  Israel 1.5 31-MAY-2037 IL0011661803 2.99 71.65 -0.01%
  Israel 1.3 30-Apr-2032 IL0011806606 2.00 81.360 -0.05%
  KSM Tel Bond Yields IL0011469504 1.58 4,145 -0.17%
  MIZ TF ISSU B49 MZTFA .38 23-JUN-2026 IL0023102820 1.42 110.330 -0.26%
  Melisron Ltd 2.35 01-Apr-2027 IL0032302650 1.38 116.000 -0.24%
  G CITY B12 IL0012606039 1.25 117.02 -0.24%
  Makam 1214 Dec 24 IL0082412185 1.17 99.92 +0.01%
  Poalim B100 IL0066204889 1.16 95.60 +0.10%

Top Equity Funds by Yelin Lapidot Mutual Funds Mgmt Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot 30 70 1.38B 8.56 2.49 -
  Yelin Lapidot 20/80 1.12B 6.59 1.87 3.22
  Yelin Lapidot Equity 1.03B 18.72 1.02 9.01
  Yelin Lapidot 25/75 954.48M 6.93 1.84 3.78
  Yelin Lapidot 90 10 Overseas 680.76M 7.41 6.96 -
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