Analyst has 10 study funds, and they hold 44.8 billion shekels between them.
These are the returns, fees and assets of the Analyst study funds 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 - קרן השתלמות עוקב מדדים - גמיש 1.5 billion shekels
- אנליסט קרן השתלמות עוקב מדד S&P 500 1.5 billion shekels
- אנליסט קרן השתלמות משולב סחיר 563 million shekels
- אנליסט קרן השתלמות - אשראי ואג"ח עד 25% מניות 549 million shekels
- אנליסט מסלולית - קרן השתלמות עוקב מדדי מניות 423 million shekels
- אנליסט השתלמות אשראי ואג"ח 243 million shekels
- אנליסט השתלמות כספי (שקלי) 104 million shekels
- אנליסט השתלמות אג"ח ממשלות 64.8 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+6.45%
Average of 10 funds
Lowest fund: אנליסט קרן השתלמות משולב סחירHighest fund: אנליסט מסלולית - קרן השתלמות עוקב מדדי מניות
3 years, yearly average+9.29%
Average of 8 funds
Lowest fund: אנליסט קרן השתלמות משולב סחירHighest fund: אנליסט השתלמות מניות
5 years, yearly average+5.50%
Average of 7 funds
Lowest fund: אנליסט השתלמות אג"ח ממשלותHighest fund: אנליסט השתלמות מניות
Fee on savings0.60%
Average of 10 funds
Lowest fund: אנליסט קרן השתלמות - אשראי ואג"ח עד 25% מניותHighest fund: אנליסט השתלמות מניות
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
The 10 Analyst study funds that reported for September 2026 are listed here.
- אנליסט השתלמות כלליgeneral
22.3 billion shekels
Fee 0.62%This year +6.05%5 years +8.61%
- אנליסט השתלמות מניותstocks
17.6 billion shekels
Fee 0.63%This year +11.14%5 years +12.84%
- אנליסט מסלולית - קרן השתלמות עוקב מדדים - גמישflexible index tracking
1.5 billion shekels
Fee 0.61%This year +4.10%5 years –
- אנליסט קרן השתלמות עוקב מדד S&P 500S&P 500 index
1.5 billion shekels
Fee 0.62%This year +7.79%5 years –
- אנליסט קרן השתלמות משולב סחירmixed traded assets
563 million shekels
Fee 0.62%This year -0.48%5 years +4.56%
- אנליסט קרן השתלמות - אשראי ואג"ח עד 25% מניותcredit and bonds
549 million shekels
Fee 0.50%This year +4.06%5 years +4.71%
- אנליסט מסלולית - קרן השתלמות עוקב מדדי מניותstock index tracking
423 million shekels
Fee 0.62%This year +23.07%5 years –
- אנליסט השתלמות אשראי ואג"חcredit and bonds
243 million shekels
Fee 0.61%This year +2.84%5 years +2.62%
- אנליסט השתלמות כספי (שקלי)money market (shekel)
104 million shekels
Fee 0.58%This year +3.03%5 years +3.19%
- אנליסט השתלמות אג"ח ממשלותgovernment bonds
64.8 million shekels
Fee 0.58%This year +2.93%5 years +1.96%
Analyst has funds of these kinds.
1 fund stopped reporting in the last three years
These are the questions people ask about these funds.
How many Analyst study funds are there?
10 Analyst study funds reported for September 2026. Together they hold 44.8 billion shekels, and one more stopped reporting in the last three years.
What is the average fee of the Analyst study funds?
The average fee on savings is 0.60% a year, over the 10 Analyst study funds that report one. Every fund counts once, whatever its size.
Which of the Analyst study funds has the highest return over 5 years?
אנליסט השתלמות מניות has the highest average yearly return over 5 years, +12.84%, of the 7 Analyst study funds with a 5-year figure. The lowest is אנליסט השתלמות אג"ח ממשלות, with +1.96%. 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.