Breaking News
Get 40% Off 0
🎁 💸 Warren Buffett's Top Picks Are Up +49.1%. Copy Them to Your Watchlist – For Free Copy Portfolio
Close

I.b.i Us Equities (0P0000A777)

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
 
105.600 -0.170    -0.16%
29/05 - Closed. Currency in ILS ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 86.5M
Type:  Fund
Market:  Israel
Issuer:  I.B.I Mutual Funds Management (1978) Ltd
ISIN:  IL0051008212 
S/N:  5100821
Asset Class:  Equity
I.B.I. Foreign Equity 105.600 -0.170 -0.16%

0P0000A777 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the I.B.I. Foreign Equity (0P0000A777) fund. Our I.B.I. Foreign 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 0.510 0.940 0.430
Shares 67.830 67.970 0.140
Bonds 0.050 0.050 0.000
Other 31.600 31.730 0.130

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 12.448 19.964
Price to Book 1.571 3.692
Price to Sales 1.423 2.453
Price to Cash Flow 6.923 13.629
Dividend Yield 1.539 1.593
5 Years Earnings Growth 12.134 11.665

Sector Allocation

Name  Net % Category Average
Technology 30.410 28.042
Financial Services 19.210 14.036
Healthcare 11.050 13.512
Communication Services 10.400 8.602
Consumer Cyclical 7.190 10.605
Basic Materials 6.790 3.009
Industrials 6.070 8.919
Consumer Defensive 3.670 5.937
Energy 3.010 4.205
Utilities 1.200 2.446
Real Estate 0.990 2.399

Region Allocation

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

Top Holdings

Number of long holdings: 69

Number of short holdings: 1

Name ISIN Weight % Last Change %
iShares Core S&P 500 ETF - 9.22 - -
SPDR® S&P 500 ETF Trust - 8.66 - -
  MTF SAL 4D S&P 500 IL0011503336 8.14 8,288 -0.53%
  Harel Sal 4D S&P 500 IL0011490203 7.87 2,258 -0.40%
  Tachlit SAL 4D S&P 500 IL0011443855 7.84 22,830 -0.39%
  KSM 4D S&P 500 IL0011464711 7.76 21,240 -0.52%
  Source S&P 500 UCITS IE00B3YCGJ38 7.47 1,018.91 -0.89%
  Microsoft US5949181045 3.43 415.13 +0.23%
  Brighthouse Financial US10922N1037 2.43 44.51 +2.13%
  Meta Platforms US30303M1027 2.42 466.83 +0.05%

Top Equity Funds by I.B.I Mutual Funds Management (1978) Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  I.B.I. NASDAQ 100 Basket 662.53M 6.12 12.46 18.11
  IBI 70 30 610.76M 3.31 3.28 -
  IBI 85 15 451.2M 1.82 2.88 -
  IBI Up to 3 Yrs 80 20 339.31M 3.45 3.51 2.96
  I.B.I Forex Hedged USA Basket 302.86M 0.63 0.71 -
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.

0P0000A777 Comments

Write your thoughts about I.b.i Us Equities
 
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