Analyst has 12 provident funds for benefits and severance, and they hold 30.6 billion shekels between them.
These are the returns, fees and assets of the Analyst provident funds for benefits and severance in the Authority's report for September 2026. The list starts with the largest by assets, and the buttons above it sort it by any figure.
Each block is a fund, and its size is the money it holds.
- אנליסט מסלולית קופת גמל - מסלול לבני 50-608.1 billion shekels
- אנליסט גמל מניות8.0 billion shekels
- אנליסט מסלולית קופת גמל - מסלול לבני 50 ומטה7.6 billion shekels
- אנליסט מסלולית קופת גמל - מסלול לבני 60 ומעלה9.2%
- אנליסט מסלולית קופת גמל עוקב מדדים - גמיש 1.4 billion shekels
- אנליסט גמל מניות סחיר 937 million shekels
- אנליסט מסלולית קופת גמל - עוקב מדד S&P 500 583 million shekels
- אנליסט גמל משולב סחיר 425 million shekels
- אנליסט מסלולית קופת גמל עוקב מדדי מניות 329 million shekels
- אנליסט גמל אשראי ואג"ח 281 million shekels
- אנליסט גמל כספי (שקלי) 63.5 million shekels
- אנליסט גמל אג"ח ממשלות 39.1 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+6.80%
Average of 12 funds
Lowest fund: אנליסט גמל משולב סחירHighest fund: אנליסט מסלולית קופת גמל עוקב מדדי מניות
3 years, yearly average+12.40%
Average of 11 funds
Lowest fund: אנליסט גמל משולב סחירHighest fund: אנליסט מסלולית קופת גמל עוקב מדדים - גמיש
5 years, yearly average+6.54%
Average of 9 funds
Lowest fund: אנליסט גמל אג"ח ממשלותHighest fund: אנליסט גמל מניות
Fee on savings0.59%
Average of 12 funds
Lowest fund: אנליסט גמל אג"ח ממשלותHighest fund: אנליסט מסלולית קופת גמל עוקב מדדים - גמיש
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
The 12 Analyst provident funds for benefits and severance that reported for September 2026 are listed here.
- אנליסט מסלולית קופת גמל - מסלול לבני 50-60age 50 to 60
8.1 billion shekels
Fee 0.60%This year +6.41%5 years +7.96%
- אנליסט גמל מניותstocks
8.0 billion shekels
Fee 0.61%This year +11.13%5 years +12.65%
- אנליסט מסלולית קופת גמל - מסלול לבני 50 ומטהage up to 50
7.6 billion shekels
Fee 0.60%This year +7.13%5 years +9.47%
- אנליסט מסלולית קופת גמל - מסלול לבני 60 ומעלהage 60 and over
2.8 billion shekels
Fee 0.61%This year +5.19%5 years +5.57%
- אנליסט מסלולית קופת גמל עוקב מדדים - גמישflexible index tracking
1.4 billion shekels
Fee 0.61%This year +4.15%5 years –
- אנליסט גמל מניות סחירtraded stocks
937 million shekels
Fee 0.59%This year +8.07%5 years +10.98%
- אנליסט מסלולית קופת גמל - עוקב מדד S&P 500S&P 500 index
583 million shekels
Fee 0.59%This year +7.77%5 years –
- אנליסט גמל משולב סחירmixed traded assets
425 million shekels
Fee 0.60%This year -0.57%5 years +4.57%
- אנליסט מסלולית קופת גמל עוקב מדדי מניותstock index tracking
329 million shekels
Fee 0.59%This year +23.53%5 years –
- אנליסט גמל אשראי ואג"חcredit and bonds
281 million shekels
Fee 0.59%This year +2.95%5 years +2.54%
- אנליסט גמל כספי (שקלי)money market (shekel)
63.5 million shekels
Fee 0.59%This year +3.06%5 years +3.22%
- אנליסט גמל אג"ח ממשלותgovernment bonds
39.1 million shekels
Fee 0.55%This year +2.76%5 years +1.89%
Analyst has funds of these kinds.
3 funds stopped reporting in the last three years
These are the questions people ask about these funds.
How many Analyst provident funds for benefits and severance are there?
12 Analyst provident funds for benefits and severance reported for September 2026. Together they hold 30.6 billion shekels, and 3 more stopped reporting in the last three years.
What is the average fee of the Analyst provident funds for benefits and severance?
The average fee on savings is 0.59% a year, over the 12 Analyst provident funds for benefits and severance that report one. Every fund counts once, whatever its size.
Which of the Analyst provident funds for benefits and severance has the highest return over 5 years?
אנליסט גמל מניות has the highest average yearly return over 5 years, +12.65%, of the 9 Analyst provident funds for benefits and severance with a 5-year figure. The lowest is אנליסט גמל אג"ח ממשלות, with +1.89%. These returns are before management fees.
Are these returns before or after management fees?
They are before. The Authority states that the returns it reports are before the fund's management fees, so a saver's own return is lower by the fee on savings.
The figures are from the monthly reports of the Capital Market, Insurance and Savings Authority for September 2026, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.