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Migdal Portfolio 85/15 (LP68028237)

Tel Aviv

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182.700 +0.240 +0.13%

13:00:00 - Closed. Currency in ILS ( Disclaimer )

Morningstar Rating:
Total Assets: 592.61M

Type: Fund

Market: Israel

Issuer: Migdal Mutual Funds Ltd

ISIN: IL0051128267

S/N: 5112826

Asset Class: Equity

General
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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

Name	Net %	Long %	Short %
Cash	3.950	4.220	0.270
Shares	11.820	11.820	0.000
Bonds	68.590	68.590	0.000
Convertible	0.030	0.030	0.000
Preferred	0.120	0.120	0.000
Other	15.490	15.490	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	9.130	10.232
Price to Book	1.359	1.527
Price to Sales	0.859	1.249
Price to Cash Flow	5.412	7.372
Dividend Yield	5.588	3.871
5 Years Earnings Growth	11.455	12.444

Sector Allocation

Name	Net %	Category Average
Technology	26.150	18.734
Financial Services	17.960	23.215
Energy	11.710	8.291
Industrials	11.490	9.690
Real Estate	10.770	14.130
Consumer Cyclical	5.690	7.063
Consumer Defensive	5.510	5.534
Communication Services	4.500	6.785
Utilities	3.680	4.840
Basic Materials	1.780	3.577
Healthcare	0.750	6.151

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 506

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
MTF SAL Tel Bond 60	IL0011499964	2.35	458.7	0.00%
Government Floating Rate 0.1% 31-05-26	IL0011417958	2.24	99.97	+0.01%
Israel 1.3 30-Apr-2032	IL0011806606	1.97	78.920	-0.06%
Blue Square Real Estate 2.15% 30-11-26	IL0011406076	1.60	114.90	+0.10%
Makam 215 Feb 25	IL0082402103	1.57	96.95	+0.03%
Makam 315 Mar 25	IL0082403192	1.50	96.65	+0.04%
MTF SAL (00) Tel Bond - Shekel A IL	IL0011728248	1.35	401.19	0.00%
KSM Tel Bond Composite	IL0011470817	1.31	3,786	0.00%
Big Shopping Centers 2.5% 10-05-25	IL0011360844	0.96	113.43	+0.01%
Shikun & Binui 3.65% 01-05-29	IL0011358889	0.92	115.04	-0.01%

Top Equity Funds by Migdal Mutual Funds Ltd

Name	Total Assets	YTD%	3Y%	10Y%
MTF S&P500 Series 2	2.05B	11.50	15.05	-
MTF TR S&P 500 Currency Hedged	807.54M	9.62	8.82	-
Migdal Portfolio Plus	805.88M	3.16	2.62	-
MTF TA 125	799.42M	8.26	7.10	4.77
MTF Indxx Glbl Aerospace Defense	867.09M	23.09	25.99	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Migdal Model +15%	182.700	+0.240	+0.13%