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Ayalon Portfolio 70/30 Il (LP65037824)

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269.880 -0.060    -0.02%
23/12 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 45.23M
Type:  Fund
Market:  Israel
Issuer:  Edmond de Rothschild Mutual Funds Manage
ISIN:  IL0051021579 
S/N:  5102157
Asset Class:  Equity
Edmond de Rothschild Bnd Portfl +30% 269.880 -0.060 -0.02%

LP65037824 Overview

 
Find basic information about the Ayalon Portfolio 70/30 Il mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add LP65037824 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.2%
Prev. Close269.94
Risk Rating
TTM Yield0%
ROE16.96%
IssuerEdmond de Rothschild Mutual Funds Manage
TurnoverN/A
ROA5.99%
Inception DateDec 30, 2001
Total Assets45.23M
ExpensesN/A
Min. Investment1
Market Cap39.07B
CategoryILS Cautious Allocation
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Ayalon Portfolio 70/30 Il Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1110 1046 1141 1069 1205 1462
Fund Return 10.98% 4.6% 14.06% 2.25% 3.8% 3.87%
Place in category 54 58 45 127 74 12
% in Category 24 25 20 66 49 18

Top Equity Funds by Ayalon Mutual Funds Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Edmond De Rothschild Select up to 2 263.89M 8.51 4.72 3.67
  Edmond De Rotschild Select UpTo 30 169.48M 10.85 5.64 -
  Rothschild USA Taxable 156.7M 17.38 8.69 7.20
  Edmond De Rothschild Global Eq Port 53.77M 23.73 11.37 7.04
  Edmond De Rothschild Bonds + 15 47.64M 6.81 3.01 -

Top Funds for ILS Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL0051257942 1.94B 10.96 4.36 -
  Yelin Lapidot 30 70 1.39B 10.83 2.84 -
  IL0051236664 1.14B 8.15 4.14 -
  Yelin Lapidot 20/80 1.12B 8.28 2.18 3.26
  Forest 20/80 1.07B 10.86 4.28 4.28

Top Holdings

Name ISIN Weight % Last Change %
  MTF SAL (4A) TA 125 IL0011502833 1.58 3,752 +0.59%
  SPDR S&P 500 US78462F1030 1.56 599.29 +0.77%
  Tachlit SAL (40) TA 125 IL0011437188 1.51 2,392 +0.29%
  Psagot (4A) TA 125 IL0011488082 1.44 2,385 +0.34%
  Makam 715 Jul 25 IL0082507141 1.19 97.84 +0.01%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Buy Buy Buy
Technical Indicators Strong Buy BUY Strong Buy
Summary Strong Buy Buy Strong Buy
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