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Ksm Active 90/10 Solid Portfolio Il (0P0000A75X)

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291.760 -0.070    -0.02%
23/12 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 380.08M
Type:  Fund
Market:  Israel
Issuer:  Alumot Mutual Funds Management Ltd
ISIN:  IL0051002843 
S/N:  5100284
Asset Class:  Bond
Alumot 90/10 Conservative 291.760 -0.070 -0.02%

0P0000A75X Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Alumot 90/10 Conservative (0P0000A75X) fund. Our Alumot 90/10 Conservative 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 1.970 1.980 0.010
Stocks 5.600 5.600 0.000
Bonds 88.380 88.380 0.000
Convertible 0.220 0.220 0.000
Other 3.830 4.190 0.360

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.360 10.631
Price to Book 1.466 1.606
Price to Sales 1.328 1.342
Price to Cash Flow 8.223 7.433
Dividend Yield 3.202 2.999
5 Years Earnings Growth 12.126 13.110

Sector Allocation

Name  Net % Category Average
Real Estate 21.310 15.584
Technology 15.420 17.545
Industrials 12.990 10.262
Financial Services 12.570 23.714
Healthcare 8.370 8.024
Consumer Defensive 7.700 5.817
Consumer Cyclical 7.100 7.007
Communication Services 5.400 6.810
Utilities 4.970 5.437
Basic Materials 2.570 4.116
Energy 1.590 7.660

Region Allocation

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

Top Holdings

Number of long holdings: 210

Number of short holdings: 3

Name ISIN Weight % Last Change %
  Israel .5 27-Feb-2026 IL0011746976 7.08 96.190 +0.02%
  Government Fixed Rate 2% 31-03-27 IL0011393449 3.89 96.66 +0.02%
  Government Fixed Rate 5.5% 31-01-42 IL0011254005 2.61 113.86 -0.34%
  Makam 125 Jan 25 IL0082501284 2.33 99.83 0.00%
  Israel .1 31-Jul-2026 IL0011695645 2.22 112.300 -0.01%
  Adama Agricultural Solutions 5.15% 30-11-36 IL0011109159 2.06 146.25 +0.31%
  Government Fixed Rate 1.75% 31-08-25 IL0011355570 2.01 98.99 -0.01%
  KSM (A4) TA 35 IL0011465700 1.84 23,610 +0.73%
  Electra Co B1 IL0050103352 1.67 93.40 +0.08%
  Azrieli Group 1.34% 05-07-30 IL0011386500 1.64 113.55 +0.25%

Top Bond Funds by KSM Mutual Funds Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Alumot Upto 4 Yrs Corporate Port 520.97M 7.62 3.05 3.57
  Alumot Rated Bonds no Equity 417.93M 4.61 1.57 1.63
  Axioma Bonds without Equity 338.99M 7.75 3.49 2.34
  Alumot Managed Shekel Government Bo 156.86M 4.56 2.81 1.73
  Alumot Savings Government Bond 72.69M 2.69 -0.36 0.79
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