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Migdal Migdal Portfolio 80/20 (0P0001720C)

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141.470 +0.290    +0.21%
18/04 - Closed. Currency in ILS ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 823.3M
Type:  Fund
Market:  Israel
Issuer:  Migdal Mutual Funds Ltd
ISIN:  IL0051223043 
S/N:  5122304
Asset Class:  Equity
Migdal Portfolio Plus 141.470 +0.290 +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 Change8.95%
Prev. Close141.18
Risk Rating
TTM Yield0%
ROE18.67%
IssuerMigdal Mutual Funds Ltd
TurnoverN/A
ROA6.10%
Inception DateNov 25, 2015
Total Assets823.3M
ExpensesN/A
Min. InvestmentN/A
Market Cap19.82B
CategoryILS Cautious Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1032 1032 1105 1081 1281 -
Fund Return 3.16% 3.16% 10.47% 2.62% 5.08% -
Place in category 106 106 123 90 18 -
% in Category 42 42 50 50 12 -

Top Equity Funds by Migdal Mutual Funds Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  MTF S&P500 Series 2 2.06B 11.50 15.05 -
  MTF TR S&P 500 Currency Hedged 834.83M 9.62 8.82 -
  MTF TA 125 817.62M 8.26 7.10 4.77
  MTF Indxx Glbl Aerospace Defense 761.31M 23.09 25.99 -
  Migdal Model 15 617.83M 2.79 2.56 3.32

Top Funds for ILS Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot 30 70 1.49B 3.79 3.47 -
  IL0051257942 1.34B 3.79 4.50 -
  Meitav 20 80 1.18B 2.60 2.50 -
  Yelin Lapidot 20/80 1.15B 2.83 2.63 3.13
  Barometer Bonds 15/85 1.08B 2.16 2.86 3.72

Top Holdings

Name ISIN Weight % Last Change %
  KSM Tel Bond Composite IL0011470817 3.92 3,748 +0.07%
  Tachlit SAL Tel Bond Composite IL0011440133 1.93 3,763 +0.09%
  MTF SAL (00) Tel Bond - Shekel A IL IL0011728248 1.61 396.75 -0.12%
  KSM (00) Tel Bond-Shekel A IL IL0011936551 1.36 3,970.23 +0.01%
  MTF SAL Tel Bond 60 IL0011499964 1.24 453.7 +0.06%

Technical Summary

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