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Ocean Yetsira 80/20 Il (0P00019GZM)

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142.860 +0.250    +0.18%
18/11 - Delayed Data. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 1.13B
Type:  Fund
Market:  Israel
Issuer:  Sigma Mutual Funds Ltd.
ISIN:  IL0051236664 
S/N:  5123666
Asset Class:  Equity
Ocean Yetsira 80/20 IL 142.860 +0.250 +0.18%

0P00019GZM Overview

 
Find basic information about the Ocean Yetsira 80/20 Il 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 0P00019GZM MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change11.2%
Prev. Close142.61
Risk Rating
TTM Yield0%
ROE17.41%
IssuerSigma Mutual Funds Ltd.
TurnoverN/A
ROA8.24%
Inception DateDec 18, 2016
Total Assets1.13B
ExpensesN/A
Min. InvestmentN/A
Market Cap24.77B
CategoryILS Cautious Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1067 1027 1120 1119 1305 -
Fund Return 6.73% 2.66% 12.01% 3.82% 5.46% -
Place in category 138 182 142 34 9 -
% in Category 60 79 63 18 6 -

Top Equity Funds by Sigma Mutual Funds Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL0051242274 372.64M 8.54 4.56 -
  Sigma 30 70 295.62M 11.41 4.87 -
  Sigma General Equity 131.12M 28.29 3.82 7.74
  Sigma Combined Bonds+20 96.29M 7.81 2.69 2.27
  Sigma Portfolio 55.66M 5.50 1.97 1.92

Top Funds for ILS Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL0051257942 1.81B 8.75 3.88 -
  Yelin Lapidot 30 70 1.38B 8.56 2.49 -
  Yelin Lapidot 20/80 1.12B 6.59 1.87 3.22
  Meitav 20 80 1.07B 6.64 2.17 -
  Forest 20/80 1.03B 8.28 3.54 4.05

Top Holdings

Name ISIN Weight % Last Change %
  Government Fixed Rate 3.75% 31-03-47 IL0011401937 5.08 85.56 +0.54%
  Government Fixed Rate 2% 31-03-27 IL0011393449 5.01 95.92 +0.03%
  Government Linked 0.75% 31-10-25 IL0011359127 2.46 115.00 -0.03%
  Israel .1 31-Jul-2026 IL0011695645 2.34 112.200 0.00%
  SPDR S&P 500 US78462F1030 1.52 588.15 +0.41%

Technical Summary

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