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Migdal Migdal Portfolio 80/20 (0P0001720C)

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151.300 +0.320    +0.21%
18/11 - Delayed Data. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 775.14M
Type:  Fund
Market:  Israel
Issuer:  Migdal Mutual Funds Ltd
ISIN:  IL0051223043 
S/N:  5122304
Asset Class:  Equity
Migdal Portfolio Plus 151.300 +0.320 +0.21%

0P0001720C Overview

 
Find basic information about the Migdal Migdal Portfolio 80/20 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 0P0001720C MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.24%
Prev. Close150.98
Risk Rating
TTM Yield0%
ROE19.29%
IssuerMigdal Mutual Funds Ltd
TurnoverN/A
ROA7.91%
Inception DateNov 25, 2015
Total Assets775.14M
ExpensesN/A
Min. InvestmentN/A
Market Cap25.74B
CategoryILS Cautious Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1074 1035 1131 1071 1267 -
Fund Return 7.43% 3.49% 13.14% 2.31% 4.85% -
Place in category 111 101 113 98 30 -
% in Category 48 44 50 51 20 -

Top Equity Funds by Migdal Mutual Funds Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  MTF S&P500 Series 2 2.55B 24.05 15.31 -
  MTF Indxx Glbl Aerospace Defense 1.63B 38.56 31.16 -
  MTF TR S&P 500 Currency Hedged 1.08B 18.32 6.21 -
  MTF TA 125 866.38M 17.20 4.72 5.66
  MTF MSCI World 619.51M 20.35 12.65 -

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 -
  IL0051236664 1.13B 6.73 3.82 -
  Yelin Lapidot 20/80 1.12B 6.59 1.87 3.22
  Meitav 20 80 1.07B 6.64 2.17 -

Top Holdings

Name ISIN Weight % Last Change %
  KSM Tel Bond Composite IL0011470817 3.98 3,909 +0.05%
  Israel 1.3 30-Apr-2032 IL0011806606 2.07 80.310 +0.30%
  Tachlit SAL Tel Bond Composite IL0011440133 1.93 3,934 +0.22%
  MTF SAL (00) Tel Bond - Shekel A IL IL0011728248 1.78 415.07 0.00%
  Israel 3.75 28-Feb-2029 IL0011948028 1.59 99.960 +0.18%

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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