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Yelin Lapidot Bond Port Up To 15% Stk Il (0P0000P2H5)

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175.330 -0.040    -0.02%
31/10 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 419.4M
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051150923 
S/N:  5115092
Asset Class:  Equity
Yelin Lapidot Model + 15% 175.330 -0.040 -0.02%

0P0000P2H5 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Yelin Lapidot Model + 15% (0P0000P2H5) fund. Our Yelin Lapidot Model + 15% portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 3.860 3.870 0.010
Stocks 12.700 12.730 0.030
Bonds 64.200 64.200 0.000
Convertible 1.000 1.000 0.000
Other 18.220 18.490 0.270

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 7.619 11.232
Price to Book 1.138 1.651
Price to Sales 0.668 1.285
Price to Cash Flow 5.356 7.482
Dividend Yield 2.933 3.198
5 Years Earnings Growth 12.261 12.758

Sector Allocation

Name  Net % Category Average
Financial Services 26.690 22.844
Technology 14.320 19.139
Utilities 10.940 4.835
Real Estate 10.340 13.936
Communication Services 9.130 6.380
Consumer Cyclical 6.420 8.214
Basic Materials 5.370 3.499
Healthcare 4.940 6.198
Industrials 4.660 10.137
Consumer Defensive 4.310 5.493
Energy 2.880 8.017

Region Allocation

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

Top Holdings

Number of long holdings: 254

Number of short holdings: 4

Name ISIN Weight % Last Change %
  Israel 1.3 30-Apr-2032 IL0011806606 6.11 79.270 0.00%
  Israel 1.5 31-MAY-2037 IL0011661803 4.85 68.73 0.00%
  KSM Tel Bond Shekel IL0011464141 3.58 3,915 -0.13%
  Tachlit SAL Tel Bond Shekel IL0011451841 3.01 394.0 -0.10%
  MTF SAL Tel Bond Shekel 50 IL0011501686 1.87 315.2 -0.25%
United States Treasury Notes - 1.42 - -
  Mivne Real Estate KD Ltd 2.4 30-Sep-2026 IL0022605450 1.40 115.930 0.00%
  Poalim B100 IL0066204889 1.36 94.10 +0.01%
  MTF SAL Tel Bond Shekel IL0011500027 1.32 456.1 -0.11%
  Government Fixed Rate 2% 31-03-27 IL0011393449 1.29 95.48 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 -
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