AMIDEX35 Israel Selected Fundamentals

AMDEX -- USA Fund  

USD 13.20  0.11  0.83%

AMIDEX35 Israel fundamental analysis lookup allows you to check this and other indicators for AMIDEX35 Israel Mutual Fund or any other equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. Please check also Equity Screeners to view more equity screening tools

AMIDEX35 Israel Five Year Return Analysis

Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
Five Year Return 
(Mean of Monthly Returns - 1) 
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AMIDEX35 Israel Five Year Return  =
AMIDEX35 Israel ValuationFundamentalsBuy or Sell

About Five Year Return

Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.
Compare to competition
According to company disclosure AMIDEX35 Israel Mutual Fund has Five Year Return of 0.58%. This is much higher than that of the AMIDEX family, and significantly higher than that of Miscellaneous Region category, The Five Year Return for all funds is 82.1% higher than the company.

AMIDEX35 Israel Mutual Fundamental Drivers Relationships

AMIDEX35 Israel Mutual Fund is fifth largest fund in net asset among similar funds. It is the top fund in price to book among similar funds . The ratio of Net Asset to Price to Book for AMIDEX35 Israel Mutual Fund is about  4,250,000 

AMIDEX35 Israel Equity Positions Weight Peer Comparison

  Equity Positions Weight 
      AMIDEX35 Israel Comparables 
AMIDEX35 Israel is currently under evaluation in equity positions weight among similar funds.

Fund Instrument Allocation for AMIDEX35 Israel

The fund invests 99.33% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.67%) .
      Instrument Type 

AMIDEX35 Israel current financial ratios