Breaking News
Upgrade 0
💡 Get free investment ideas from billionaires with new 13F filings for Q4 2024
See latest picks
Close

Migdal Tracking Portfolio 3 Fibi Bank (0P00011MRD)

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
 
155.690 +0.280    +0.18%
13/02 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 262.59M
Type:  Fund
Market:  Israel
Issuer:  Migdal Mutual Funds Ltd
ISIN:  IL0051187990 
S/N:  5118799
Asset Class:  Equity
Migdal 70/30 155.690 +0.280 +0.18%

0P00011MRD Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Migdal 70/30 (0P00011MRD) fund. Our Migdal 70/30 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 1.460 1.470 0.010
Shares 14.560 14.560 0.000
Bonds 51.570 51.570 0.000
Other 32.400 32.650 0.250

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 10.971 11.001
Price to Book 2.297 1.677
Price to Sales 1.594 1.436
Price to Cash Flow 11.146 8.089
Dividend Yield 1.992 2.921
5 Years Earnings Growth 12.592 12.823

Sector Allocation

Name  Net % Category Average
Technology 29.130 18.477
Real Estate 13.770 15.140
Consumer Cyclical 13.470 8.330
Financial Services 9.870 22.878
Communication Services 9.150 5.962
Industrials 8.760 10.191
Healthcare 7.170 5.991
Consumer Defensive 6.000 5.410
Utilities 1.070 4.663
Energy 0.950 7.938
Basic Materials 0.660 3.400

Region Allocation

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

Top Holdings

Number of long holdings: 235

Number of short holdings: 4

Name ISIN Weight % Last Change %
  Tachlit SAL Tel Bond Composite IL0011440133 3.67 4,003 +0.13%
  KSM Tel Bond Composite IL0011470817 3.57 3,985 +0.10%
  Harel Sal 4D NASDAQ 100 IL0011490385 3.47 8,317 +0.75%
  Israel 1.3 30-Apr-2032 IL0011806606 3.36 83.400 +0.25%
SPDR® S&P 500® ETF Trust - 3.29 - -
  Israel 1 31-MAR-2030 IL0011609851 2.95 86.74 +0.18%
  Harel Sal (0A) Tel Bond Composite IL IL0011696221 2.93 404.08 0.00%
  Psagot Tel Bond CPI Linked A IL0011484776 2.91 3,974 +0.20%
  Israel 4 30-Mar-2035 IL0012023326 2.54 101.300 +0.19%
  Israel 1.5 31-MAY-2037 IL0011661803 2.10 74.21 +0.18%

Top Equity Funds by Migdal Mutual Funds Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  MTF S&P500 Series 2 2.65B 1.34 16.53 -
  MTF Indxx Glbl Aerospace Defense 1.66B 2.99 33.46 -
  MTF TR S&P 500 Currency Hedged 1.25B 3.13 9.10 -
  MTF TA 125 1.14B 3.03 7.20 7.01
  Migdal Portfolio Plus 777.92M 1.05 3.91 -
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.

0P00011MRD Comments

Write your thoughts about Migdal Tracking Portfolio 3 Fibi Bank
 
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