• Fund Type: Open-End Fund
  • Objective: Blend Broad Market
  • Asset Class: Equity
  • Geographic Focus: Israel

Altshuler Shaham 4D Global Equity

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ALTSHPA:IT

Snapshot for Altshuler Shaham 4D Global Equity (ALTSHPA)

Year To Date: +5.56% 3-Month: +0.40% 3-Year: +12.70% 52-Week Range: 142.12 - 162.89
1-Month: -2.27% 1-Year: +10.93% 5-Year: +6.46% Beta vs TA-100: 0.67

Mutual Fund Chart for ALTSHPA

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  • ALTSHPA:IT 153.67
  • 1M
  • 1Y
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Fund Profile & Information for ALTSHPA

Altshuler Shaham 4D Global Equity is an open-end investment company incorporated in Israel. The objective is capital appreciation. The Fund will invest primarily in securities that are traded overseas, including basket certificates that mimic a securities index.

Inception Date: 10-13-2004 Telephone: 972-3-6480003 ext. 142
Managers: KALMAN SHAHAM / GILAD ALTSHULER
Web Site: -

Fundamentals for ALTSHPA

NAV -
Assets (M) (on 2014-09-30) 65.00
Fund Leveraged N
Minimum Investment -
Minimum Subsequent Investment -

Dividends for ALTSHPA

No dividends reported

Fees & Expenses for ALTSHPA

Front Load 0.60
Back Load -
Current Mgmt Fee 2.70
Redemption Fee -
12b1 Fee -
Expense Ratio -

Top Fund Holdings for ALTSHPA

Filing Date: 05/31/2014
Name Position Value % of Total
T 0 ¼ 12/31/15 1,675 5,829,810 10.237%
DBRI 1 ½ 04/15/16 821 4,688,258 8.232%
Apple Inc 8,008 2,526,199 4.436%
BASF SE 5,862 2,350,970 4.128%
Boeing Co/The 4,328 2,033,064 3.570%
Pfizer Inc 15,827 1,628,434 2.859%
Schlumberger Ltd 3,925 1,416,993 2.488%
Wells Fargo & Co 7,901 1,380,609 2.424%
Corning Inc 18,172 1,351,750 2.374%
EI du Pont de Nemours & Co 5,556 1,331,994 2.339%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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