9 important things you should know about AMIDEX AMDEX mutual fund
Updated: November 10, 2021
Bull case

No bull case arguments.

Bear case
Low net assets
Sales load and/or distribution fees

Before we start: if you’re looking for AMDEX “stock” price, you can quickly find it out by visiting Finny and typing "AMDEX quote". If you’re looking for a quick scoop on AMDEX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AMDEX". You’ll get all this info in one place.

Are you looking to buy or sell AMDEX? Or perhaps you’re looking for AMDEX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this AMDEX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: AMDEX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: AMDEX buy or sell; the pros and cons of investing in AMDEX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to AMDEX.

And here is the list of questions we’ll answer:

  1. Describe AMIDEX Funds, Inc: AMIDEX 35 Israel Mutual Fund; No-Load Shares (AMDEX).
  2. What are AMDEX holdings?
  3. What is AMDEX performance? What are AMDEX historical returns?
  4. What is AMDEX dividend yield?
  5. What is AMDEX minimum initial investment amount?
  6. Does AMDEX have any sales loads or 12b-1 distribution expenses?
  7. What is AMDEX Finny Score? AMDEX buy or sell?
  8. What are the pros of investing in AMDEX? What are AMDEX buy reasons?
  9. What are the cons of investing in AMDEX? What are AMDEX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AMIDEX Funds, Inc: AMIDEX 35 Israel Mutual Fund; No-Load Shares (AMDEX).

2. What are AMDEX top holdings?

AMDEX has 35 stock holdings and 0 bond holdings.

The top 10 holdings represent 56.87% of total assets. Here are the top holdings:

Name Symbol % Assets
NICE Ltd ADR NICE 7.07%
Amdocs Ltd DOX 6.22%
Bank Hapoalim BM POLI 6.18%
Bank Leumi Le-Israel BM LUMI 6.16%
Check Point Software Technologies Ltd CHKP 6.05%
Perrigo Co PLC PRGO 5.70%
Azrieli Group Ltd AZRG 5.37%
Teva Pharmaceutical Industries Ltd ADR TEVA 5.28%
Mellanox Technologies Ltd N/A 4.65%
Elbit Systems Ltd ESLT 4.19%

3. What is AMDEX performance? What are AMDEX historical returns?

AMDEX has generated the following returns:

  • 1-month return is 2.47%;
  • 3-month return is -7.70%;
  • 1-year return is -7.70%;
  • 3-year return is -4.77%;
  • 5-year return is -5.24%;
  • 10-year return is -1.27%.

4. What is AMDEX dividend yield?

AMDEX yield is %.

5. What is AMDEX minimum initial investment amount?

AMDEX minimum initial investment amount is $1.00K.

6. Does AMDEX have any sales loads or 12b-1 distribution expenses?

AMDEX 12b-1 distribution fee is 0.25. AMDEX front-end sales load is 0. AMDEX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 0 reasons to buy and 2 reasons to sell. Finny Scores are not available if there are insufficient data points from the analysis.

8. What are the pros of investing in AMDEX? What are AMDEX buy reasons?

We don't see any strong reasons to buy AMDEX.

9. What are the cons of investing in AMDEX? What are AMDEX negatives?

The following are AMDEX weaknesses from our perspective:

  • AMDEX net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.
In the AMDEX review, we covered AMDEX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.