Breaking News
Get 50% Off 0
⭐ Start off 2025 with a powerful boost to your portfolio: January’s freshest AI-picked stocks
Unlock stocks
Close

Yelin Lapidot 90/10 Growth Il ! (0P00013CRG)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
137.610 -0.000    0.00%
07/01 - Delayed Data. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 913.32M
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051192438 
S/N:  5119243
Asset Class:  Bond
Yelin Lapidot 90\10 Growth ! 137.610 -0.000 0.00%

0P00013CRG Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Yelin Lapidot 90\10 Growth ! (0P00013CRG) fund. Our Yelin Lapidot 90\10 Growth ! portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 4.560 4.570 0.010
Stocks 7.470 7.490 0.020
Bonds 73.310 73.310 0.000
Convertible 0.480 0.480 0.000
Other 14.200 14.280 0.080

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 9.248 10.488
Price to Book 1.644 1.627
Price to Sales 1.156 1.377
Price to Cash Flow 8.495 7.583
Dividend Yield 1.918 2.979
5 Years Earnings Growth 14.988 12.868

Sector Allocation

Name  Net % Category Average
Technology 23.700 17.688
Financial Services 16.310 23.813
Utilities 15.900 5.648
Consumer Cyclical 11.050 7.470
Communication Services 7.930 6.710
Healthcare 7.100 8.027
Real Estate 5.380 15.565
Energy 3.420 7.525
Consumer Defensive 3.090 5.851
Basic Materials 3.080 4.087
Industrials 3.040 10.465

Region Allocation

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

Top Holdings

Number of long holdings: 301

Number of short holdings: 5

Name ISIN Weight % Last Change %
  Israel 1.3 30-Apr-2032 IL0011806606 4.48 82.000 -0.09%
  MTF SAL Tel Bond Shekel 50 IL0011501686 1.95 325.7 0.00%
  KSM Tel Bond Shekel IL0011464141 1.86 4,042 0.00%
  Tachlit SAL (00) Tel Bond Shekel 50 IL IL0011693335 1.70 4,003.93 0.00%
  KSM Tel Bond Shekel 50 IL0011507626 1.58 4,066 0.00%
  Poalim B100 IL0066204889 1.56 93.04 0.00%
  Discount Manpikim Ltd 2.68 05-Dec-2030 IL0074801635 1.46 94.57 0.00%
  Israel .1 30-Nov-2031 IL0011722209 1.45 102.090 0.00%
  Tachlit SAL Tel Bond Shekel IL0011451841 1.45 406.8 0.00%
  MEGA OR B8 - MGOR 1.4 31-MAR-2027 IL0011476020 1.39 114.57 0.00%

Top Bond Funds by Yelin Lapidot Mutual Funds Mgmt Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot 90/10 1.02B 6.01 1.74 2.34
  Yelin Lapidot Corporate Bonds 1B 5.48 1.99 -
  Yelin Lapidot Internal Rating Syste 889.5M 6.19 1.71 2.66
  Yelin Lapidot Unrated Bond +10 830.77M 9.89 4.13 3.78
  Yelin Lapidot A and Above upto 4 Y 788.01M 4.57 1.29 -
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00013CRG Comments

Write your thoughts about Yelin Lapidot 90/10 Growth Il !
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email