Breaking News
Get 40% Off 0
👀 👁 🧿 All eyes on Biogen, up +4,56% after posting earnings. Our AI picked it in March 2024.
Which stocks will surge next?
Unlock AI-picked Stocks
Close

Yelin Lapidot Global Equity (0P00015FQY)

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
 
217.840 +1.000    +0.46%
24/04 - Closed. Currency in ILS ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 510.21M
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051209778 
S/N:  5120977
Asset Class:  Equity
Yelin Lapidot Global Equity 217.840 +1.000 +0.46%

0P00015FQY Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Yelin Lapidot Global Equity (0P00015FQY) fund. Our Yelin Lapidot Global Equity 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 8.200 8.610 0.410
Stocks 59.640 59.640 0.000
Bonds 5.920 5.920 0.000
Other 26.240 26.240 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.188 16.873
Price to Book 3.042 2.500
Price to Sales 2.395 1.727
Price to Cash Flow 13.900 10.550
Dividend Yield 1.130 2.254
5 Years Earnings Growth 11.260 11.927

Sector Allocation

Name  Net % Category Average
Technology 37.160 19.843
Healthcare 11.500 13.506
Communication Services 11.370 6.290
Consumer Cyclical 10.700 11.158
Financial Services 7.970 12.933
Industrials 7.150 17.243
Utilities 6.830 3.736
Basic Materials 2.690 8.255
Real Estate 2.390 4.213
Consumer Defensive 1.330 8.227
Energy 0.920 7.197

Region Allocation

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

Top Holdings

Number of long holdings: 93

Number of short holdings: 2

Name ISIN Weight % Last Change %
  Invesco S&P 500 Equal Weight US46137V3574 5.79 162.41 +0.04%
United States Treasury Notes 2.875% - 4.20 - -
  KSM 4D S&P 500 IL0011464711 4.17 20,940 -0.05%
  Teva ADR US8816242098 3.36 13.80 +4.15%
  SPDR S&P 500 US78462F1030 3.21 508.24 +0.94%
  Nice ADR US6536561086 2.94 225.48 -0.67%
  Amazon.com US0231351067 2.78 179.62 +3.43%
  MTF SAL 4A S&P 500 Currency Hedged IL0011505729 2.57 6,492 -0.78%
  Meta Platforms US30303M1027 2.53 443.29 +0.43%
  Harel Sal 4A S&P 500 Currency Hedged IL0011491375 2.20 4,956 -0.80%

Top Equity Funds by Yelin Lapidot Mutual Funds Mgmt Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot 30 70 1.49B 3.79 3.47 -
  Yelin Lapidot 20/80 1.15B 2.83 2.63 3.13
  Yelin Lapidot Equity 1.04B 9.95 4.48 7.69
  Yelin Lapidot 25/75 1.04B 3.12 2.78 3.67
  Yelin Lapidot Model + 15% 604.4M 2.28 2.10 2.81
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.

0P00015FQY Comments

Write your thoughts about Yelin Lapidot Global Equity
 
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 Google
or
Sign up with Email