Breaking News
Subscribe Now 0
🤯 Have you seen our AI stock pickers’ 2024 results? 84.62%! Grab November’s list now. Pick Stocks with AI
Close

Yelin Lapidot Inv Port Il Up To 50% Eq (0P00019PZ0)

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
 
156.620 +0.820    +0.53%
30/10 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 308.3M
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051239635 
S/N:  5123963
Asset Class:  Equity
Yelin Lapidot Managed Investment Portf 156.620 +0.820 +0.53%

0P00019PZ0 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Yelin Lapidot Managed Investment Portf (0P00019PZ0) fund. Our Yelin Lapidot Managed Investment Portf 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 2.620 3.640 1.020
Stocks 38.600 38.710 0.110
Bonds 46.690 46.690 0.000
Convertible 1.350 1.350 0.000
Other 10.740 10.930 0.190

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 7.673 11.897
Price to Book 1.179 1.730
Price to Sales 0.770 1.267
Price to Cash Flow 5.308 7.767
Dividend Yield 3.351 2.777
5 Years Earnings Growth 11.911 13.120

Sector Allocation

Name  Net % Category Average
Financial Services 25.070 18.085
Technology 12.580 21.546
Utilities 11.580 4.765
Real Estate 11.010 12.096
Communication Services 9.610 5.720
Consumer Cyclical 7.230 8.356
Healthcare 6.260 6.878
Basic Materials 5.330 4.069
Energy 4.450 5.475
Consumer Defensive 4.050 4.865
Industrials 2.830 10.404

Region Allocation

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

Top Holdings

Number of long holdings: 238

Number of short holdings: 7

Name ISIN Weight % Last Change %
  YLETF (4D) S&P 500 IL0012016569 3.03 5,969.00 -1.40%
  Leumi IL0006046119 2.71 3,809 +0.63%
  Bank Hapoalim IL0006625771 2.62 3,906 +0.93%
  Israel 1 31-MAR-2030 IL0011609851 2.42 83.32 0.00%
  SPDR S&P 500 US78462F1030 2.30 571.04 +0.42%
  Psagot 4D S&P 500 IL0011481624 1.93 21,090 -1.26%
  Enlight Ene IL0007200111 1.83 5,950.0 -0.83%
  G CITY B12 IL0012606039 1.71 116.96 0.00%
  Teva IL0006290147 1.68 6,860 -0.29%
  Israel 1.3 30-Apr-2032 IL0011806606 1.63 79.270 0.00%

Top Equity Funds by Yelin Lapidot Mutual Funds Mgmt Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot 30 70 1.39B 7.25 2.70 -
  Yelin Lapidot 20/80 1.12B 5.41 2.01 3.11
  Yelin Lapidot Equity 984.2M 14.53 1.48 8.32
  Yelin Lapidot 25/75 979.3M 5.84 2.03 3.69
  Yelin Lapidot 90 10 Overseas 652.3M 8.22 6.59 -
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.

0P00019PZ0 Comments

Write your thoughts about Yelin Lapidot Inv Port Il Up To 50% Eq
 
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