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Yelin Lapidot Global Equity (0P00015FQY)

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238.410 -1.860    -0.77%
30/10 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 588.4M
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051209778 
S/N:  5120977
Asset Class:  Equity
Yelin Lapidot Global Equity 238.410 -1.860 -0.77%

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 9.550 10.570 1.020
Stocks 57.860 57.910 0.050
Bonds 3.320 3.320 0.000
Other 29.260 29.260 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.690 17.060
Price to Book 3.092 2.526
Price to Sales 2.489 1.818
Price to Cash Flow 13.292 11.052
Dividend Yield 1.077 2.219
5 Years Earnings Growth 11.055 12.408

Sector Allocation

Name  Net % Category Average
Technology 35.800 20.263
Healthcare 12.660 13.820
Consumer Cyclical 12.190 10.897
Communication Services 9.480 6.390
Financial Services 8.630 13.051
Industrials 6.830 16.899
Utilities 6.040 3.961
Basic Materials 2.570 8.453
Real Estate 2.430 4.368
Consumer Defensive 2.040 7.860
Energy 1.350 6.819

Region Allocation

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

Top Holdings

Number of long holdings: 113

Number of short holdings: 4

Name ISIN Weight % Last Change %
  Invesco S&P 500 Equal Weight US46137V3574 6.89 176.40 +0.06%
  ishares S&P 500 US4642872000 4.30 573.72 +0.43%
  SPDR S&P 500 US78462F1030 4.03 571.04 +0.42%
  Teva ADR US8816242098 3.49 18.45 +0.05%
  YLETF (4D) S&P 500 IL0012016569 3.25 5,969.00 -1.40%
United States Treasury Notes - 3.23 - -
  Amazon.com US0231351067 2.74 197.93 +6.19%
  Tachlit SAL 4D STOXX Europe 600 IL0011447245 2.65 2,641 0.00%
  Harel Sal 4D STOXX Europe 600 IL0011498719 2.63 2,677 -0.93%
  MTF SAL 4D STOXX Europe 600 IL0011502262 2.62 4,956 -2.58%

Top Equity Funds by Yelin Lapidot Mutual Funds Mgmt Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Yelin Lapidot 30 70 1.39B 7.25 2.70 -
  Yelin Lapidot 20/80 1.12B 5.41 2.01 3.11
  Yelin Lapidot Equity 984.2M 14.53 1.48 8.32
  Yelin Lapidot 25/75 979.3M 5.84 2.03 3.69
  Yelin Lapidot 90 10 Overseas 652.3M 8.22 6.59 -
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