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Migdal Portfolio 85/15 (LP68028237)

Tel Aviv

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197.530 -0.580 -0.29%

13/02 - Delayed Data. Currency in ILS

Morningstar Rating:
Total Assets: 472.86M

Type: Fund

Market: Israel

Issuer: Migdal Mutual Funds Ltd

ISIN: IL0051128267

S/N: 5112826

Asset Class: Equity

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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

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Name	Net %	Long %	Short %
Cash	1.640	1.650	0.010
Stocks	11.460	11.460	0.000
Bonds	76.530	76.530	0.000
Convertible	0.320	0.320	0.000
Other	10.060	10.140	0.080

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	9.438	11.001
Price to Book	1.451	1.677
Price to Sales	0.948	1.436
Price to Cash Flow	5.364	8.089
Dividend Yield	2.908	2.921
5 Years Earnings Growth	12.360	12.823

Sector Allocation

Name	Net %	Category Average
Technology	21.710	18.477
Financial Services	18.380	22.878
Industrials	17.350	10.191
Real Estate	12.890	15.140
Energy	7.770	7.938
Communication Services	5.960	5.962
Consumer Defensive	5.140	5.410
Consumer Cyclical	4.920	8.330
Utilities	4.200	4.663
Basic Materials	1.070	3.400
Healthcare	0.600	5.991

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 460

Number of short holdings: 4

Name	ISIN	Weight %	Last	Change %
Israel 1.3 30-Apr-2032	IL0011806606	3.68	83.400	+0.25%
Government Floating Rate 0.1% 31-05-26	IL0011417958	2.62	100.71	+0.03%
MTF SAL (00) Tel Bond - Shekel A IL	IL0011728248	1.42	426.04	0.00%
Israel 1 31-MAR-2030	IL0011609851	1.33	86.74	+0.18%
Blue Square Real Estate 2.15% 30-11-26	IL0011406076	1.05	117.00	0.00%
Shikun & Binui 3.65% 01-05-29	IL0011358889	1.00	119.37	+0.04%
Israel 4 30-Mar-2035	IL0012023326	1.00	101.300	+0.19%
Melisron Ltd 1.76% 10-JUL-2025	IL0032301900	0.98	117.07	+0.13%
Mivne Real Estate KD Ltd 2.4 30-Sep-2026	IL0022605450	0.92	116.75	+0.13%
Albar Mimunit Services Ltd 5.7 20-Jun-2028	IL0011918328	0.84	101.68	+0.04%

Top Equity Funds by Migdal Mutual Funds Ltd

Name	Total Assets	YTD%	3Y%	10Y%
MTF S&P500 Series 2	2.65B	1.34	16.53	-
MTF Indxx Glbl Aerospace Defense	1.66B	2.99	33.46	-
MTF TR S&P 500 Currency Hedged	1.25B	3.13	9.10	-
MTF TA 125	1.14B	3.03	7.20	7.01
Migdal Portfolio Plus	777.92M	1.05	3.91	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Migdal Model +15%	197.530	-0.580	-0.29%