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I.b.i Us Equities (0P0000A777)

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112.650 -1.510    -1.32%
19/12 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 95.5M
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 112.650 -1.510 -1.32%

0P0000A777 Overview

 
Find basic information about the I.b.i Us Equities 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 0P0000A777 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change17.84%
Prev. Close114.16
Risk Rating
TTM Yield0%
ROE24.02%
IssuerI.B.I Mutual Funds Management (1978) Ltd
TurnoverN/A
ROA11.12%
Inception DateDec 28, 1999
Total Assets95.5M
ExpensesN/A
Min. Investment1
Market Cap239.21B
CategoryUS Large - Cap Blend Equity
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I.b.i Us Equities Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1185 1061 1209 1359 1701 1860
Fund Return 18.51% 6.05% 20.87% 10.78% 11.21% 6.4%
Place in category 1943 1668 1906 1585 - -
% in Category 90 76 90 91 - -

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 755.23M 23.50 14.01 16.34
  IBI Up to 3 Yrs 80 20 587.09M 9.61 4.07 3.58
  IBI 70 30 585.8M 11.47 4.84 -
  IBI 85 15 390.16M 7.45 3.35 2.88
  I.B.I Forex Hedged USA Basket 356.04M 20.02 4.65 10.64

Top Funds for US Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Altshuler Shaham S&P500 Managed 678.01M 31.14 13.45 9.54
  Psagot USA Index Plus 343.11M 24.53 10.36 10.67
  Rothschild USA Taxable 156.7M 17.38 8.69 7.20
  Ayalim Global Value Equity 31.63M 23.54 9.31 5.22

Top Holdings

Name ISIN Weight % Last Change %
  ishares S&P 500 US4642872000 9.26 596.31 +0.50%
  SPDR S&P 500 US78462F1030 8.69 593.46 +0.39%
  Psagot 4D S&P 500 IL0011481624 8.24 21,470 +0.80%
  Harel Sal 4D S&P 500 IL0011490203 7.92 2,531 +0.96%
  Tachlit SAL 4D S&P 500 IL0011443855 7.65 25,440 +0.59%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Neutral Buy
Technical Indicators Sell Strong Sell Strong Buy
Summary Sell Sell Strong Buy
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