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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1021 | 1073 | 1136 | 1189 | 1339 |
Fund Return | 2.77% | 2.1% | 7.26% | 4.33% | 3.53% | 2.97% |
Place in category | 25 | 22 | 62 | 5 | 21 | 7 |
% in Category | 15 | 13 | 39 | 4 | 19 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Altshuler Shaham Dev Mkts Protctd F | 752.54M | 5.18 | -1.05 | 5.67 | ||
Altshuler Shaham Equity Storm | 633.79M | 3.01 | 1.37 | 7.48 | ||
Altshuler Shaham S&P500 Managed | 397.37M | 10.32 | 7.80 | 9.99 | ||
Altshuler Shaham TA MidCap Stock | 262.22M | 9.38 | 1.33 | 9.77 | ||
Altshuler Shaham Protectd Glbl Eq | 214.7M | 4.66 | -4.62 | 2.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Epsilon Global Bonds | 21.29M | 2.92 | 5.09 | 1.66 | ||
Meitav Convertible Bond | 18M | 1.88 | 1.49 | 3.84 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes | - | 18.77 | - | - | |
United States Treasury Bills | - | 18.17 | - | - | |
United States Treasury Bills | - | 9.27 | - | - | |
United States Treasury Bills | - | 5.45 | - | - | |
Vanguard USD Corp Bd | IE00BZ163K21 | 4.55 | 36.86 | -0.54% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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