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Yelin Lapidot Bond Port Up To 15% Stk Il (0P0000P2H5)

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179.490 +0.080    +0.04%
23/12 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 382.26M
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051150923 
S/N:  5115092
Asset Class:  Equity
Yelin Lapidot Model + 15% 179.490 +0.080 +0.04%

0P0000P2H5 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Yelin Lapidot Model + 15% (0P0000P2H5) fund. Our Yelin Lapidot 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 4.340 4.340 0.000
Shares 13.490 13.520 0.030
Bonds 62.580 62.580 0.000
Convertible 1.170 1.170 0.000
Other 18.410 18.650 0.240

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 6.785 11.203
Price to Book 1.199 1.604
Price to Sales 0.780 1.406
Price to Cash Flow 5.562 7.817
Dividend Yield 2.819 2.996
5 Years Earnings Growth 12.680 13.608

Sector Allocation

Name  Net % Category Average
Financial Services 25.460 22.989
Technology 12.250 18.486
Real Estate 12.130 14.594
Utilities 11.270 4.727
Communication Services 9.160 6.126
Consumer Cyclical 6.750 8.162
Basic Materials 5.910 3.546
Healthcare 5.370 6.050
Industrials 5.160 10.276
Consumer Defensive 4.240 5.417
Energy 2.300 7.979

Region Allocation

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

Top Holdings

Number of long holdings: 251

Number of short holdings: 4

Name ISIN Weight % Last Change %
  Tachlit SAL Tel Bond Shekel IL0011451841 3.26 403.4 +0.07%
  KSM Tel Bond Shekel IL0011464141 3.08 4,010 0.00%
  Israel 1.3 30-Apr-2032 IL0011806606 2.47 81.630 0.00%
  MTF SAL Tel Bond Shekel 50 IL0011501686 2.22 323.2 0.00%
  Israel 1.5 31-MAY-2037 IL0011661803 2.04 71.77 -0.31%
United States Treasury Notes - 1.64 - -
  Israel .5 31-May-2029 IL0011570236 1.57 109.400 +0.06%
  MTF SAL Tel Bond Shekel IL0011500027 1.44 467.1 -0.02%
  Melisron 2.15% 27-04-26 IL0032302320 1.36 117.09 +0.21%
  Government Linked 0.75% 31-05-27 IL0011408478 1.34 114.15 -0.01%

Top Equity Funds by Yelin Lapidot Mutual Funds Mgmt Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot 30 70 1.39B 10.83 2.84 -
  Yelin Lapidot 20/80 1.12B 8.28 2.18 3.26
  Yelin Lapidot Equity 1.08B 25.46 1.98 9.34
  Yelin Lapidot 25/75 937.95M 8.91 2.16 3.86
  Yelin Lapidot 90 10 Overseas 668.62M 6.11 6.97 -
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