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Yelin Lapidot Global Equity (0P00015FQY)

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242.020 +0.890    +0.37%
20/11 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 617.34M
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051209778 
S/N:  5120977
Asset Class:  Equity
Yelin Lapidot Global Equity 242.020 +0.890 +0.37%

0P00015FQY Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Yelin Lapidot Global Equity (0P00015FQY) fund. Our Yelin Lapidot Global Equity 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 10.080 10.090 0.010
Stocks 56.590 56.650 0.060
Bonds 4.320 4.320 0.000
Other 29.010 29.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.924 17.023
Price to Book 3.166 2.572
Price to Sales 2.516 1.854
Price to Cash Flow 13.087 11.231
Dividend Yield 1.065 2.183
5 Years Earnings Growth 11.586 12.752

Sector Allocation

Name  Net % Category Average
Technology 34.070 20.539
Healthcare 13.840 13.735
Consumer Cyclical 11.380 11.219
Financial Services 9.440 13.017
Communication Services 9.060 6.430
Industrials 7.360 16.861
Utilities 6.100 3.780
Basic Materials 2.670 8.325
Real Estate 2.650 4.416
Consumer Defensive 2.120 7.832
Energy 1.310 6.462

Region Allocation

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

Top Holdings

Number of long holdings: 112

Number of short holdings: 3

Name ISIN Weight % Last Change %
  Invesco S&P 500 Equal Weight US46137V3574 7.03 185.53 +0.79%
United States Treasury Notes - 4.30 - -
  ishares S&P 500 US4642872000 4.22 598.45 +0.33%
  SPDR S&P 500 US78462F1030 3.96 595.51 +0.31%
  Teva ADR US8816242098 3.86 17.12 +0.23%
  YLETF (4D) S&P 500 IL0012016569 3.61 6,170.00 +0.19%
  Tachlit SAL 4D STOXX Europe 600 IL0011447245 2.68 2,538 0.00%
  Harel Sal 4D STOXX Europe 600 IL0011498719 2.68 2,555 -0.51%
  MTF SAL 4D STOXX Europe 600 IL0011502262 2.66 4,741 0.00%
  Amazon.com US0231351067 2.29 197.12 -0.64%

Top Equity Funds by Yelin Lapidot Mutual Funds Mgmt Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot 30 70 1.38B 8.56 2.49 -
  Yelin Lapidot 20/80 1.12B 6.59 1.87 3.22
  Yelin Lapidot Equity 1.03B 18.72 1.02 9.01
  Yelin Lapidot 25/75 954.48M 6.93 1.84 3.78
  Yelin Lapidot 90 10 Overseas 680.76M 7.41 6.96 -
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