Breaking News
Get 40% Off 0
🚀 AI-picked stocks soar in May. PRFT is +55%—in just 16 days! Don’t miss June’s top picks. Unlock full list
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
 
148.180 -0.860    -0.58%
16/05 - Delayed Data. Currency in ILS ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 335.97M
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051239635 
S/N:  5123963
Asset Class:  Equity
Yelin Lapidot Managed Investment Portf 148.180 -0.860 -0.58%

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 1.250 1.500 0.250
Shares 37.330 37.330 0.000
Bonds 51.540 51.540 0.000
Other 9.890 9.890 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 5.246 11.166
Price to Book 1.126 1.658
Price to Sales 0.729 1.297
Price to Cash Flow 4.002 7.965
Dividend Yield 4.047 3.054
5 Years Earnings Growth 12.044 13.262

Sector Allocation

Name  Net % Category Average
Financial Services 23.480 18.599
Technology 12.450 20.319
Real Estate 12.310 12.929
Utilities 12.160 4.692
Communication Services 8.970 5.416
Consumer Defensive 5.920 4.751
Consumer Cyclical 5.870 7.979
Healthcare 5.420 6.429
Energy 5.390 6.720
Basic Materials 4.830 4.248
Industrials 3.200 9.607

Region Allocation

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

Top Holdings

Number of long holdings: 246

Number of short holdings: 2

Name ISIN Weight % Last Change %
  Psagot 4D S&P 500 IL0011481624 4.33 19,420 -0.41%
  Israel 1 31-MAR-2030 IL0011609851 3.05 81.99 -0.09%
  Leumi IL0006046119 2.37 2,912 +0.76%
  Bank Hapoalim IL0006625771 2.30 3,342 +1.15%
  Enlight Ene IL0007200111 1.94 6,634.0 +0.14%
  SPDR S&P 500 US78462F1030 1.84 529.45 +0.14%
  Melisron Ltd 2.35 01-Apr-2027 IL0032302650 1.83 115.410 +0.23%
  G CITY B12 IL0012606039 1.57 113.72 +0.19%
  Teva IL0006290147 1.40 6,037 -0.38%
  Tachlit SAL 4D NASDAQ 100 IL0011444010 1.17 36,020 -0.06%

Top Equity Funds by Yelin Lapidot Mutual Funds Mgmt Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot 30 70 1.47B 2.86 2.60 -
  Yelin Lapidot 20/80 1.14B 2.00 1.97 3.03
  Yelin Lapidot 25/75 1.03B 2.23 2.03 3.56
  Yelin Lapidot Equity 1.01B 7.48 2.11 7.60
  Yelin Lapidot 90 10 Overseas 580.55M 2.75 4.91 -
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 Google
or
Sign up with Email