Migdal has 13 investment provident funds, and they hold 5.1 billion shekels between them.
These are the returns, fees and assets of the Migdal 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.
- מגדל גמל להשקעה כללי1.6 billion shekels
- מגדל גמל להשקעה מניות1.5 billion shekels
- מגדל גמל להשקעה עוקב מדד S&P 500984 million shekels
- מגדל גמל להשקעה מניות סחיר6.4%
- מגדל גמל להשקעה מסלול עוקב מדדי מניות
- מגדל גמל להשקעה הלכה 178 million shekels
- מגדל גמל להשקעה מסלול אשראי ואג"ח עם מניות (עד 25% מניות) 143 million shekels
- מגדל גמל להשקעה מסלול אשראי ואג"ח 48.7 million shekels
- מגדל גמל להשקעה מסלול עוקב מדדים - גמיש 44.6 million shekels
- מגדל גמל להשקעה משולב סחיר 30.9 million shekels
- מגדל גמל להשקעה כספי (שקלי) 26.4 million shekels
- The other 2 funds 22.6 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+5.15%
Average of 13 funds
Lowest fund: מגדל גמל להשקעה עוקב מדדי אג"חHighest fund: מגדל גמל להשקעה מניות
3 years, yearly average+11.07%
Average of 7 funds
Lowest fund: מגדל גמל להשקעה אג"ח ממשלותHighest fund: מגדל גמל להשקעה מניות
5 years, yearly average+6.83%
Average of 7 funds
Lowest fund: מגדל גמל להשקעה אג"ח ממשלותHighest fund: מגדל גמל להשקעה מניות
Fee on savings0.62%
Average of 13 funds
Lowest fund: מגדל גמל להשקעה עוקב מדד S&P 500Highest fund: מגדל גמל להשקעה עוקב מדדי אג"ח
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
The 13 Migdal investment provident funds that reported for September 2026 are listed here.
- מגדל גמל להשקעה כלליgeneral
1.6 billion shekels
Fee 0.62%This year +6.76%5 years +7.86%
- מגדל גמל להשקעה מניותstocks
1.5 billion shekels
Fee 0.59%This year +11.03%5 years +12.54%
- מגדל גמל להשקעה עוקב מדד S&P 500S&P 500 index
984 million shekels
Fee 0.57%This year +7.95%5 years +12.07%
- מגדל גמל להשקעה מניות סחירtraded stocks
328 million shekels
Fee 0.61%This year +10.27%5 years –
- מגדל גמל להשקעה מסלול עוקב מדדי מניותstock index tracking
223 million shekels
Fee 0.62%This year +9.92%5 years –
- מגדל גמל להשקעה הלכהJewish law
178 million shekels
Fee 0.64%This year +6.27%5 years +6.89%
- מגדל גמל להשקעה מסלול אשראי ואג"ח עם מניות (עד 25% מניות)credit and bonds
143 million shekels
Fee 0.62%This year +4.92%5 years +4.50%
- מגדל גמל להשקעה מסלול אשראי ואג"חcredit and bonds
48.7 million shekels
Fee 0.62%This year +2.33%5 years –
- מגדל גמל להשקעה מסלול עוקב מדדים - גמישflexible index tracking
44.6 million shekels
Fee 0.63%This year +1.66%5 years –
- מגדל גמל להשקעה משולב סחירmixed traded assets
30.9 million shekels
Fee 0.62%This year +7.06%5 years –
- מגדל גמל להשקעה כספי (שקלי)money market (shekel)
26.4 million shekels
Fee 0.60%This year +3.10%5 years +3.15%
- מגדל גמל להשקעה אג"ח ממשלותgovernment bonds
18.7 million shekels
Fee 0.64%This year +1.63%5 years +0.82%
- מגדל גמל להשקעה עוקב מדדי אג"חbond index tracking
3.9 million shekels
Fee 0.64%This year -5.92%5 years –
Migdal has funds of these kinds.
- Study funds33.9 billion shekels14 funds
- Provident funds for benefits and severance18.9 billion shekels16 funds
- Savings funds for a child1.2 billion shekels4 funds
- Central severance funds259 million shekels2 funds
- Pension funds226 billion shekels38 funds
- Insurance savings tracks172 billion shekels22 funds
1 fund stopped reporting in the last three years
These are the questions people ask about these funds.
How many Migdal investment provident funds are there?
13 Migdal investment provident funds reported for September 2026. Together they hold 5.1 billion shekels, and one more stopped reporting in the last three years.
What is the average fee of the Migdal investment provident funds?
The average fee on savings is 0.62% a year, over the 13 Migdal investment provident funds that report one. Every fund counts once, whatever its size.
Which of the Migdal investment provident funds has the highest return over 5 years?
מגדל גמל להשקעה מניות has the highest average yearly return over 5 years, +12.54%, of the 7 Migdal investment provident funds with a 5-year figure. The lowest is מגדל גמל להשקעה אג"ח ממשלות, with +0.82%. 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.