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Migdal Portfolio 85/15 (LP68028237)

Tel Aviv

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194.120 +0.070 +0.04%

23/12 - Closed. Currency in ILS

Morningstar Rating:
Total Assets: 477.73M

Type: Fund

Market: Israel

Issuer: Migdal Mutual Funds Ltd

ISIN: IL0051128267

S/N: 5112826

Asset Class: Equity

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LP68028237 Holdings

Comprehensive information about top holdings and Key Holding Information for the Migdal Model +15% (LP68028237) fund. Our Migdal Model +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	2.880	2.900	0.020
Shares	11.450	11.450	0.000
Bonds	75.540	75.540	0.000
Convertible	0.310	0.310	0.000
Other	9.830	9.940	0.110

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	9.559	11.203
Price to Book	1.381	1.604
Price to Sales	0.926	1.406
Price to Cash Flow	4.943	7.817
Dividend Yield	3.112	2.996
5 Years Earnings Growth	13.243	13.608

Sector Allocation

Name	Net %	Category Average
Technology	22.450	18.486
Financial Services	19.220	22.989
Industrials	16.040	10.276
Real Estate	11.690	14.594
Energy	8.580	7.979
Communication Services	5.710	6.126
Consumer Cyclical	4.980	8.162
Consumer Defensive	4.590	5.417
Utilities	4.180	4.727
Basic Materials	1.930	3.546
Healthcare	0.630	6.050

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 465

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Israel 1.3 30-Apr-2032	IL0011806606	3.52	81.630	0.00%
Government Floating Rate 0.1% 31-05-26	IL0011417958	2.55	99.85	-0.02%
MTF SAL (00) Tel Bond - Shekel A IL	IL0011728248	1.38	420.68	+0.13%
Israel 1 31-MAR-2030	IL0011609851	1.30	85.45	+0.02%
Blue Square Real Estate 2.15% 30-11-26	IL0011406076	1.01	115.79	+0.17%
Shikun & Binui 3.65% 01-05-29	IL0011358889	0.98	118.15	+0.25%
Mivne Real Estate KD Ltd 2.4 30-Sep-2026	IL0022605450	0.97	116.43	+0.36%
Melisron Ltd 1.76% 10-JUL-2025	IL0032301900	0.95	117.56	-0.06%
Albar Mimunit Services Ltd 5.7 20-Jun-2028	IL0011918328	0.88	100.50	+0.02%
G City Ltd	IL0012605460	0.87	-	-

Top Equity Funds by Migdal Mutual Funds Ltd

Name	Total Assets	YTD%	3Y%	10Y%
MTF S&P500 Series 2	2.67B	28.02	17.10	-
MTF Indxx Glbl Aerospace Defense	1.73B	41.95	36.56	-
MTF TR S&P 500 Currency Hedged	1.15B	24.42	8.22	-
MTF TA 125	930.72M	21.49	5.49	5.79
Migdal Portfolio Plus	781.86M	9.48	2.88	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Migdal Model +15%	194.120	+0.070	+0.04%