Migdal has 22 insurance savings tracks, and they hold 172 billion shekels between them.
These are the returns, fees and assets of the Migdal insurance savings tracks 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.
- מגדל-קרן י'86.3 billion shekels
- מגדל - כללי38.1 billion shekels
- מגדל מסלול בסיסי למקבלי קצבה7.7%
- מגדל מסלול מניות
- The other 11 funds 4.6 billion shekels
- מגדל מסלול לבני 50 עד 60 4.1 billion shekels
- מגדל מסלול לבני 50 ומטה 3.9 billion shekels
- מגדל מסלול לבני 60 ומעלה 3.9 billion shekels
- מגדל מסלול עוקב מדד S&P 500 3.2 billion shekels
- מגדל-קרן ט' 3.1 billion shekels
- מגדל מסלול אשראי ואג"ח 3.0 billion shekels
- מגדל מסלול אשראי ואג"ח עם מניות (עד 25% מניות) 1.2 billion shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+6.09%
Average of 22 funds
Lowest fund: מגדל עוקב מדדי אג"חHighest fund: מגדל מסלול מניות
3 years, yearly average+10.54%
Average of 16 funds
Lowest fund: מגדל אג"ח ממשלותHighest fund: מגדל מסלול מניות
5 years, yearly average+6.76%
Average of 14 funds
Lowest fund: מגדל אג"ח ממשלותHighest fund: מגדל מסלול מניות
Fee on savings1.09%
Average of 20 funds
Lowest fund: מגדל מסלול לבני 50 ומטהHighest fund: מגדל-קרן י'
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
The 22 Migdal insurance savings tracks that reported for September 2026 are listed here.
- מגדל-קרן י'lettered funds (Het, Tet and Yod)
86.3 billion shekels
Fee 2.21%This year +7.44%5 years +8.28%
- מגדל - כלליgeneral
38.1 billion shekels
Fee 1.11%This year +7.53%5 years +7.79%
- מגדל מסלול בסיסי למקבלי קצבהpension recipients, basic
13.2 billion shekels
Fee 0.97%This year +5.04%5 years +4.92%
- מגדל מסלול מניותstocks
7.5 billion shekels
Fee 1.04%This year +11.56%5 years +12.56%
- מגדל מסלול לבני 50 עד 60age 50 to 60
4.1 billion shekels
Fee 0.81%This year +7.00%5 years +7.54%
- מגדל מסלול לבני 50 ומטהage up to 50
3.9 billion shekels
Fee 0.69%This year +8.23%5 years +8.36%
- מגדל מסלול לבני 60 ומעלהage 60 and over
3.9 billion shekels
Fee 0.75%This year +5.29%5 years +5.47%
- מגדל מסלול עוקב מדד S&P 500S&P 500 index
3.2 billion shekels
Fee 0.90%This year +7.98%5 years +12.10%
- מגדל-קרן ט'lettered funds (Het, Tet and Yod)
3.1 billion shekels
Fee 1.54%This year +6.87%5 years +7.07%
- מגדל מסלול אשראי ואג"חcredit and bonds
3.0 billion shekels
Fee 0.97%This year +2.25%5 years +2.20%
- מגדל מסלול אשראי ואג"ח עם מניות (עד 25% מניות)bonds with up to 25% stocks
1.2 billion shekels
Fee 1.01%This year +4.41%5 years –
- מגדל מסלול מניות סחירtraded stocks
1.1 billion shekels
Fee –This year +10.13%5 years –
- מגדל מסלול הלכהJewish law
797 million shekels
Fee 0.94%This year +6.23%5 years +6.99%
- מגדל מסלול עוקב מדדי מניותstock index tracking
625 million shekels
Fee 1.00%This year +9.91%5 years –
- מגדל מסלול כספי (שקלי)money market (shekel)
459 million shekels
Fee 1.10%This year +3.09%5 years +3.12%
- מגדל אג"ח ממשלותgovernment bonds
390 million shekels
Fee 1.05%This year +1.51%5 years +0.74%
- מגדל מסלול עוקב מדדים - גמישflexible index tracking
350 million shekels
Fee 0.91%This year +2.04%5 years –
- מגדל מנוהל עי מגדל שוקי הון עוקב מדד S&P 500S&P 500 index
321 million shekels
Fee 1.09%This year +10.78%5 years –
- מגדל-מנוהל מגדל שוקי הון-מסלול עוקב מדדי מניותstock index tracking
265 million shekels
Fee 1.09%This year +8.46%5 years –
- מגדל מסלול משולב סחירmixed traded assets
258 million shekels
Fee 1.01%This year +7.04%5 years –
- מגדל-קרן ח'lettered funds (Het, Tet and Yod)
29.9 million shekels
Fee 1.65%This year +7.27%5 years +7.56%
- מגדל עוקב מדדי אג"חbond index tracking
25.3 million shekels
Fee –This year -6.14%5 years –
Migdal has funds of these kinds.
- Study funds33.9 billion shekels14 funds
- Provident funds for benefits and severance18.9 billion shekels16 funds
- Investment provident funds5.1 billion shekels13 funds
- Savings funds for a child1.2 billion shekels4 funds
- Central severance funds259 million shekels2 funds
- Pension funds226 billion shekels38 funds
4 funds stopped reporting in the last three years
These are the questions people ask about these funds.
How many Migdal insurance savings tracks are there?
22 Migdal insurance savings tracks reported for September 2026. Together they hold 172 billion shekels, and 4 more stopped reporting in the last three years.
What is the average fee of the Migdal insurance savings tracks?
The average fee on savings is 1.09% a year, over the 20 Migdal insurance savings tracks that report one. Every fund counts once, whatever its size.
Which of the Migdal insurance savings tracks has the highest return over 5 years?
מגדל מסלול מניות has the highest average yearly return over 5 years, +12.56%, of the 14 Migdal insurance savings tracks with a 5-year figure. The lowest is מגדל אג"ח ממשלות, with +0.74%. 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.