Meitav has 18 study funds, and they hold 68.1 billion shekels between them.
These are the returns, fees and assets of the Meitav 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.
- מיטב השתלמות כללי36.4 billion shekels
- מיטב השתלמות מניות13.1%
- מיטב השתלמות אשראי ואג"ח עם מניות (עד 25% מניות)5.6%
- מיטב השתלמות עוקב מדד S&P 5005.3%
- מיטב השתלמות בניהול אישי 4.9 billion shekels
- מיטב השתלמות משולב סחיר 3.2 billion shekels
- מיטב השתלמות עוקב מדדי מניות 2.7 billion shekels
- The other 7 funds 1.3 billion shekels
- מיטב השתלמות אשראי ואג"ח 1.1 billion shekels
- מיטב השתלמות עוקב מדדים גמיש 969 million shekels
- מיטב השתלמות מניות סחיר 581 million shekels
- מיטב השתלמות קיימות 509 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+5.90%
Average of 18 funds
Lowest fund: מיטב השתלמות אג"ח סחירHighest fund: מיטב השתלמות עוקב מדדי מניות
3 years, yearly average+9.73%
Average of 11 funds
Lowest fund: מיטב השתלמות בניהול אישיHighest fund: מיטב השתלמות מניות
5 years, yearly average+6.27%
Average of 11 funds
Lowest fund: מיטב השתלמות בניהול אישיHighest fund: מיטב השתלמות מניות
Fee on savings0.55%
Average of 18 funds
Lowest fund: מיטב השתלמות בניהול אישיHighest fund: מיטב השתלמות הלכה
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
The 18 Meitav study funds that reported for September 2026 are listed here.
- מיטב השתלמות כלליgeneral
36.4 billion shekels
Fee 0.60%This year +6.94%5 years +8.19%
- מיטב השתלמות מניותstocks
8.9 billion shekels
Fee 0.55%This year +11.68%5 years +12.63%
- מיטב השתלמות בניהול אישיgeneral
4.9 billion shekels
Fee 0.30%This year 0.00%5 years 0.00%
- מיטב השתלמות אשראי ואג"ח עם מניות (עד 25% מניות)credit and bonds
3.8 billion shekels
Fee 0.57%This year +4.36%5 years +5.60%
- מיטב השתלמות עוקב מדד S&P 500S&P 500 index
3.6 billion shekels
Fee 0.54%This year +8.01%5 years +11.94%
- מיטב השתלמות משולב סחירmixed traded assets
3.2 billion shekels
Fee 0.52%This year +11.63%5 years –
- מיטב השתלמות עוקב מדדי מניותstock index tracking
2.7 billion shekels
Fee 0.56%This year +17.08%5 years –
- מיטב השתלמות אשראי ואג"חcredit and bonds
1.1 billion shekels
Fee 0.59%This year +2.60%5 years +4.13%
- מיטב השתלמות עוקב מדדים גמישflexible index tracking
969 million shekels
Fee 0.63%This year +4.59%5 years +5.93%
- מיטב השתלמות מניות סחירtraded stocks
581 million shekels
Fee 0.57%This year +15.26%5 years –
- מיטב השתלמות קיימותsustainability
509 million shekels
Fee 0.55%This year +11.00%5 years –
- מיטב השתלמות הלכהJewish law
484 million shekels
Fee 0.72%This year +5.92%5 years +6.78%
- מיטב השתלמות כספי (שקלי)money market (shekel)
217 million shekels
Fee 0.52%This year +2.87%5 years +3.23%
- קרן השתלמות לעובדי בנק ישראלgeneral · Closed to the public
188 million shekels
Fee 0.38%This year +5.90%5 years +7.75%
- מיטב השתלמות אג"ח ממשלותgovernment bonds
187 million shekels
Fee 0.62%This year +1.51%5 years +2.76%
- מיטב השתלמות סחיר - אג"ח עם מניות (עד 25% מניות)traded bonds
171 million shekels
Fee 0.53%This year +4.87%5 years –
- מיטב השתלמות עוקב מדדי אג"ח עם מניות (עד 25% מניות)bond index tracking
46.0 million shekels
Fee 0.58%This year -3.21%5 years –
- מיטב השתלמות אג"ח סחירtraded bonds
23.8 million shekels
Fee 0.57%This year -4.82%5 years –
Meitav 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 Meitav study funds are there?
18 Meitav study funds reported for September 2026. Together they hold 68.1 billion shekels, and 3 more stopped reporting in the last three years.
What is the average fee of the Meitav study funds?
The average fee on savings is 0.55% a year, over the 18 Meitav study funds that report one. Every fund counts once, whatever its size.
Which of the Meitav study funds has the highest return over 5 years?
מיטב השתלמות מניות has the highest average yearly return over 5 years, +12.63%, of the 11 Meitav study funds with a 5-year figure. The lowest is מיטב השתלמות בניהול אישי, with 0.00%. 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.