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Migdal Portfolio 85/15 (LP68028237)

Tel Aviv

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182.310 -0.170 -0.09%

22/05 - Delayed Data. Currency in ILS ( Disclaimer )

Morningstar Rating:
Total Assets: 592.61M

Type: Fund

Market: Israel

ISIN: IL0051128267

S/N: 5112826

Asset Class: Equity

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LP68028237 Holdings

Comprehensive information about top holdings and Key Holding Information for the Migdal Model +15% (LP68028237) fund. Our Migdal Model +15% portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	4.950	4.960	0.010
Stocks	11.910	11.910	0.000
Bonds	69.160	69.160	0.000
Convertible	0.030	0.030	0.000
Other	13.950	14.250	0.300

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	9.871	10.673
Price to Book	1.436	1.571
Price to Sales	0.913	1.296
Price to Cash Flow	5.807	7.699
Dividend Yield	4.925	3.710
5 Years Earnings Growth	13.922	12.899

Sector Allocation

Name	Net %	Category Average
Technology	27.110	18.798
Financial Services	17.260	23.709
Industrials	12.140	9.722
Energy	11.250	8.300
Real Estate	10.680	14.027
Consumer Cyclical	6.480	7.142
Consumer Defensive	4.650	5.383
Communication Services	4.530	6.482
Utilities	3.340	4.563
Basic Materials	1.860	3.651
Healthcare	0.700	6.116

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 497

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Government Floating Rate 0.1% 31-05-26	IL0011417958	2.33	99.25	0.00%
Israel 1.3 30-Apr-2032	IL0011806606	1.98	77.750	+0.06%
MTF SAL Tel Bond 60	IL0011499964	1.92	460.2	+0.03%
Blue Square Real Estate 2.15% 30-11-26	IL0011406076	1.67	115.97	+0.01%
Makam 315 Mar 25	IL0082403192	1.57	96.73	+0.01%
MTF SAL (00) Tel Bond - Shekel A IL	IL0011728248	1.41	401.27	+0.10%
KSM Tel Bond Composite	IL0011470817	1.30	3,791	+0.02%
Big Shopping Centers 2.5% 10-05-25	IL0011360844	1.00	113.91	+0.20%
Shikun & Binui 3.65% 01-05-29	IL0011358889	0.96	116.08	0.00%
KSM Tel Bond Shekel	IL0011464141	0.96	3,823	0.00%

Top Equity Funds by Migdal Mutual Funds Ltd

Name	Total Assets	YTD%	3Y%	10Y%
MTF S&P500 Series 2	2.05B	8.93	12.98	-
MTF Indxx Glbl Aerospace Defense	867.09M	23.10	26.53	-
MTF TR S&P 500 Currency Hedged	807.54M	4.92	5.16	-
Migdal Portfolio Plus	805.88M	2.50	1.98	-
MTF TA 125	799.42M	4.40	4.76	4.65

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Recent Quotes

Name	Price	Chg.	Chg. %
Migdal Model +15%	182.310	-0.170	-0.09%
TUI1n	6.467	+0.081	+1.27%
600232	4.74	-0.09	-1.86%
TTM	25.14	+0.00	+0.00%