Meitav has 16 investment provident funds, and they hold 11.3 billion shekels between them.
These are the returns, fees and assets of the Meitav investment provident 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.
- מיטב גמל להשקעה כללי3.9 billion shekels
- מיטב גמל להשקעה מניות2.2 billion shekels
- מיטב גמל להשקעה עוקב מדדי מניות15.2%
- מיטב גמל להשקעה עוקב מדד S&P 50011.4%
- מיטב גמל להשקעה משולב סחיר 886 million shekels
- מיטב גמל להשקעה אשראי ואג"ח עם מניות (עד 25% במניות) 449 million shekels
- מיטב גמל להשקעה אשראי ואג"ח 207 million shekels
- מיטב גמל להשקעה עוקב מדדים גמיש 149 million shekels
- מיטב גמל להשקעה הלכה 148 million shekels
- מיטב גמל להשקעה מניות סחיר 135 million shekels
- The other 5 funds 133 million shekels
- מיטב גמל להשקעה קיימות 107 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+6.68%
Average of 15 funds
Lowest fund: מיטב גמל להשקעה אג"ח סחירHighest fund: מיטב גמל להשקעה עוקב מדדי מניות
3 years, yearly average+12.82%
Average of 10 funds
Lowest fund: מיטב גמל להשקעה כספי (שקלי)Highest fund: מיטב גמל להשקעה עוקב מדדי מניות
5 years, yearly average+8.26%
Average of 9 funds
Lowest fund: מיטב גמל להשקעה כספי (שקלי)Highest fund: מיטב גמל להשקעה עוקב מדדי מניות
Fee on savings0.62%
Average of 15 funds
Lowest fund: מיטב גמל להשקעה משולב סחירHighest fund: מיטב גמל להשקעה הלכה
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
The 16 Meitav investment provident funds that reported for September 2026 are listed here.
- מיטב גמל להשקעה כלליgeneral
3.9 billion shekels
Fee 0.61%This year +6.90%5 years +8.02%
- מיטב גמל להשקעה מניותstocks
2.2 billion shekels
Fee 0.59%This year +11.76%5 years +12.71%
- מיטב גמל להשקעה עוקב מדדי מניותstock index tracking
1.7 billion shekels
Fee 0.65%This year +17.08%5 years +17.25%
- מיטב גמל להשקעה עוקב מדד S&P 500S&P 500 index
1.3 billion shekels
Fee 0.60%This year +8.00%5 years +11.94%
- מיטב גמל להשקעה משולב סחירmixed traded assets
886 million shekels
Fee 0.58%This year +11.60%5 years –
- מיטב גמל להשקעה אשראי ואג"ח עם מניות (עד 25% במניות)credit and bonds
449 million shekels
Fee 0.61%This year +4.23%5 years +5.49%
- מיטב גמל להשקעה אשראי ואג"חcredit and bonds
207 million shekels
Fee 0.63%This year +2.56%5 years +3.36%
- מיטב גמל להשקעה עוקב מדדים גמישflexible index tracking
149 million shekels
Fee 0.67%This year +4.64%5 years +5.25%
- מיטב גמל להשקעה הלכהJewish law
148 million shekels
Fee 0.67%This year +6.58%5 years +7.23%
- מיטב גמל להשקעה מניות סחירtraded stocks
135 million shekels
Fee 0.62%This year +15.29%5 years –
- מיטב גמל להשקעה קיימותsustainability
107 million shekels
Fee 0.60%This year +11.04%5 years –
52.8 million shekels
Fee 0.63%This year +4.80%5 years –
- מיטב גמל להשקעה כספי (שקלי)money market (shekel)
51.7 million shekels
Fee 0.58%This year +3.02%5 years +3.13%
- מיטב גמל להשקעה עוקב מדדי אג"ח עם מניות (עד 25% מניות)bond index tracking
14.9 million shekels
Fee 0.63%This year -2.25%5 years –
- מיטב גמל להשקעה אג"ח סחירtraded bonds
8.6 million shekels
Fee 0.65%This year -5.01%5 years –
- מיטב גמל להשקעה אג"ח ממשלותgovernment bonds
4.7 million shekels
Fee –This year –5 years –
Meitav 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 Meitav investment provident funds are there?
16 Meitav investment provident funds reported for September 2026. Together they hold 11.3 billion shekels, and one more stopped reporting in the last three years.
What is the average fee of the Meitav investment provident funds?
The average fee on savings is 0.62% a year, over the 15 Meitav investment provident funds that report one. Every fund counts once, whatever its size.
Which of the Meitav investment provident funds has the highest return over 5 years?
מיטב גמל להשקעה עוקב מדדי מניות has the highest average yearly return over 5 years, +17.25%, of the 9 Meitav investment provident funds with a 5-year figure. The lowest is מיטב גמל להשקעה כספי (שקלי), with +3.13%. 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.