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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1046 | 1037 | 1058 | 1062 | 1284 |
Fund Return | 1.98% | 4.56% | 3.73% | 1.88% | 1.21% | 2.53% |
Place in category | 17 | 11 | 14 | 20 | 19 | 3 |
% in Category | 44 | 28 | 40 | 66 | 65 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IL0051377401 | 2.6B | 1.76 | - | - | ||
Excellence CPI Linked Medium Term | 961.05M | 0.86 | 1.02 | - | ||
Excellence Nexus | 852.74M | 2.59 | 2.13 | 2.15 | ||
KESEM KTF Tel Bond 60 | 753.3M | 1.31 | 0.15 | 1.56 | ||
Excellence Investment Portf no Eq | 739.82M | 1.54 | 0.88 | 1.50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IL0051291016 | 675.42M | 4.31 | 5.72 | - | ||
Harel Pia Dollar Bonds Intl | 481.01M | 3.09 | 7.30 | 2.92 | ||
IL0051280381 | 470.92M | 3.01 | 4.81 | - | ||
Altshuler Shaham Protcted Glbl Bd | 457.52M | 0.13 | -1.64 | 0.56 | ||
Altshuler Shaham Glbl Bds Protctd | 375.14M | 0.90 | -1.47 | 0.68 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America Corp. | - | 7.85 | - | - | |
JPMorgan Chase & Co. | - | 6.32 | - | - | |
Verizon Communications Inc. | - | 5.75 | - | - | |
Wells Fargo & Co. | - | 5.36 | - | - | |
Citigroup Inc. | - | 5.36 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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