Breaking News
Start for Free 0
🤯 Have you seen our AI stock pickers’ 2024 results? 84.62%! Grab November’s list now. Pick Stocks with AI
Close

Yelin Lapidot Inv Port Il Up To 50% Eq (0P00019PZ0)

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
 
156.620 +0.820    +0.53%
30/10 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 308.3M
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051239635 
S/N:  5123963
Asset Class:  Equity
Yelin Lapidot Managed Investment Portf 156.620 +0.820 +0.53%

0P00019PZ0 Overview

 
Find basic information about the Yelin Lapidot Inv Port Il Up To 50% Eq mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00019PZ0 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: IL0051239635)
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change17.41%
Prev. Close155.8
Risk Rating
TTM Yield0%
ROE13.90%
IssuerYelin Lapidot Mutual Funds Mgmt Ltd
TurnoverN/A
ROA4.79%
Inception DateJan 30, 2017
Total Assets308.3M
ExpensesN/A
Min. Investment100,000
Market Cap25.99B
CategoryILS Aggressive Allocation
What is your sentiment on Yelin Lapidot Managed Investment Portf?
or
Market is currently closed. Voting is open during market hours.

Performance

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

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1092 1048 1117 1090 1328 -
Fund Return 9.2% 4.82% 11.68% 2.9% 5.84% -
Place in category 38 33 39 47 34 -
% in Category 68 59 70 87 74 -

Top Equity Funds by Yelin Lapidot Mutual Funds Mgmt Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot 30 70 1.39B 7.25 2.70 -
  Yelin Lapidot 20/80 1.12B 5.41 2.01 3.11
  Yelin Lapidot Equity 984.2M 14.53 1.48 8.32
  Yelin Lapidot 25/75 979.3M 5.84 2.03 3.69
  Yelin Lapidot 90 10 Overseas 652.3M 8.22 6.59 -

Top Funds for ILS Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  MORE Flexible 750.53M 13.21 7.17 8.87
  Forest Sea Eagle 738.86M 8.52 3.45 4.86
  Psagot Flexible Portfolio 378.63M 11.35 5.04 7.35
  Psagot Premium 327.39M 8.25 3.62 5.70
  IL0051248057 286.16M 9.04 5.89 -

Top Holdings

Name ISIN Weight % Last Change %
  YLETF (4D) S&P 500 IL0012016569 3.03 5,969.00 -1.40%
  Leumi IL0006046119 2.71 3,809 +0.63%
  Bank Hapoalim IL0006625771 2.62 3,906 +0.93%
  Israel 1 31-MAR-2030 IL0011609851 2.42 83.32 0.00%
  SPDR S&P 500 US78462F1030 2.30 571.04 +0.42%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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.

0P00019PZ0 Comments

Write your thoughts about Yelin Lapidot Inv Port Il Up To 50% Eq
 
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