Phoenix has 34 insurance savings tracks, and they hold 139 billion shekels between them.
These are the returns, fees and assets of the Phoenix 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.
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+5.01%
Average of 34 funds
Lowest fund: הפניקס עוקב מדדים עוקב מדדים אג"ח עם מניות (עד 25% מניות)Highest fund: הפניקס שריעה
3 years, yearly average+10.83%
Average of 27 funds
Lowest fund: הפניקס אג"ח סחירHighest fund: הפניקס מניות
5 years, yearly average+6.89%
Average of 23 funds
Lowest fund: הפניקס אג"ח סחירHighest fund: הפניקס עוקב מדד S&P 500
Fee on savings0.97%
Average of 33 funds
Lowest fund: הפניקס בסיסי למקבלי קצבהHighest fund: הפניקס - מסלול השקעה בניהול אישי
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
The 34 Phoenix insurance savings tracks that reported for September 2026 are listed here.
- הפניקס מסלול השקעה כלליgeneral
38.0 billion shekels
Fee 0.86%This year +6.38%5 years +8.12%
- הפניקס - קרן י'lettered funds (Het, Tet and Yod)
37.7 billion shekels
Fee 2.72%This year +6.30%5 years +8.53%
14.5 billion shekels
Fee 3.72%This year 0.00%5 years –
- הפניקס מניותstocks
7.7 billion shekels
Fee 0.75%This year +11.26%5 years +12.22%
- הפניקס בסיסי למקבלי קצבהpension recipients, basic
7.2 billion shekels
Fee 0.00%This year +3.34%5 years +4.65%
- הפניקס לבני 50 ומטהage up to 50
7.1 billion shekels
Fee 0.73%This year +7.61%5 years +9.88%
- הפניקס לבני 50 עד 60age 50 to 60
4.9 billion shekels
Fee 0.77%This year +6.45%5 years +8.35%
- הפניקס אשראי אג"ח עם מניות (עד 25% מניות)bonds with up to 25% stocks
4.0 billion shekels
Fee 0.80%This year +4.04%5 years +5.02%
- הפניקס לבני 60 ומעלהage 60 and over
3.8 billion shekels
Fee 0.75%This year +4.51%5 years +6.05%
- הפניקס עוקב מדד S&P 500S&P 500 index
3.3 billion shekels
Fee 0.73%This year +7.97%5 years +12.32%
- הפניקס אשראי ואג"חcredit and bonds
2.1 billion shekels
Fee 0.80%This year +1.83%5 years +2.81%
- הפניקס עוקב מדדים גמישflexible index tracking
1.4 billion shekels
Fee 0.81%This year +7.74%5 years +8.57%
- הפניקס עוקב מדדי מניותstock index tracking
1.4 billion shekels
Fee –This year +6.05%5 years –
- הפניקס - קרן ט'lettered funds (Het, Tet and Yod)
1.2 billion shekels
Fee 2.08%This year +7.33%5 years +7.58%
- הפניקס אג"ח סחירtraded bonds
681 million shekels
Fee 0.59%This year -3.74%5 years +2.55%
- הפניקס מניות סחירtraded stocks
615 million shekels
Fee 0.74%This year +10.12%5 years +9.45%
- הפניקס BlackRock כלליgeneral
614 million shekels
Fee 1.37%This year +2.34%5 years –
- הפניקס עוקב מדדי אג"חbond index tracking
614 million shekels
Fee 0.76%This year +3.50%5 years –
- הפניקס כספי (שקלי)money market (shekel)
453 million shekels
Fee 0.75%This year +3.08%5 years +3.20%
- הפניקס הלכהJewish law
429 million shekels
Fee 0.85%This year +5.47%5 years +7.17%
- הפניקס BlackRock מניותstocks
366 million shekels
Fee 1.36%This year +7.66%5 years –
292 million shekels
Fee 0.93%This year +5.87%5 years +7.43%
161 million shekels
Fee 1.00%This year +3.31%5 years +3.95%
- אקסלנס אינווסט אשראי ואג"ח (עד 25% מניות)credit and bonds
157 million shekels
Fee 0.99%This year +3.93%5 years +5.00%
- הפניקס עוקב מדדים עוקב מדדים אג"ח עם מניות (עד 25% מניות)flexible index tracking
126 million shekels
Fee 0.83%This year -5.19%5 years –
- הפניקס משולב סחירmixed traded assets
108 million shekels
Fee 0.56%This year +6.83%5 years –
- הפניקס עוקב מדדי מניותstock index tracking
94.3 million shekels
Fee 0.69%This year +9.64%5 years –
- אקסלנס אינווסט מניותstocks
87.4 million shekels
Fee 0.81%This year +5.52%5 years +11.74%
- הפניקס Apollo אשראי ואג"חcredit and bonds
86.0 million shekels
Fee 1.07%This year +3.55%5 years –
- הפניקס עוקב מדדים גמישflexible index tracking
72.1 million shekels
Fee 0.55%This year +3.29%5 years –
- הפניקס שריעהIslamic law
11.7 million shekels
Fee 1.00%This year +11.80%5 years –
- הפניקס הלכה למקבלי קצבהpension recipients, Jewish law
3.6 million shekels
Fee 0.00%This year +3.49%5 years +4.44%
- אקסלנס אינווסט כספי (שקלי)money market (shekel)
3.1 million shekels
Fee 0.75%This year +2.93%5 years +3.03%
- אקסלנס אינווסט הלכהJewish law
2.1 million shekels
Fee 0.96%This year +6.06%5 years +6.46%
Phoenix has funds of these kinds.
- Study funds49.9 billion shekels14 funds
- Provident funds for benefits and severance48.3 billion shekels16 funds
- Investment provident funds10.0 billion shekels12 funds
- Savings funds for a child2.5 billion shekels5 funds
- Central severance funds1.7 billion shekels10 funds
- Pension funds164 billion shekels34 funds
8 funds stopped reporting in the last three years
- הפניקס BlackRock אשראי ואג"חLast reported January 2025
- הפניקס - מסלול השקעה פאסיבי למבוטחים בני 50 ומטהLast reported June 2024
- הפניקס - מסלול השקעה פאסיבי לבני 50 עד 60Last reported June 2024
- הפניקס - מסלול השקעה פאסיבי לבני 60 ומעלהLast reported June 2024
- הפניקס מסלול פאסיבי - מדדי אג"ח חו"לLast reported June 2024
- הפניקס מסלול השקעה מתמחה משולב אג"ח עד 25% מניות למקבלי קצבהLast reported June 2024
- הפניקס מסלול השקעה מתמחה מניות למקבלי קצבהLast reported June 2024
- הפניקס מסלול השקעה מתמחה אג"ח למקבלי קצבהLast reported June 2024
These are the questions people ask about these funds.
How many Phoenix insurance savings tracks are there?
34 Phoenix insurance savings tracks reported for September 2026. Together they hold 139 billion shekels, and 8 more stopped reporting in the last three years.
What is the average fee of the Phoenix insurance savings tracks?
The average fee on savings is 0.97% a year, over the 33 Phoenix insurance savings tracks that report one. Every fund counts once, whatever its size.
Which of the Phoenix insurance savings tracks has the highest return over 5 years?
הפניקס עוקב מדד S&P 500 has the highest average yearly return over 5 years, +12.32%, of the 23 Phoenix insurance savings tracks with a 5-year figure. The lowest is הפניקס אג"ח סחיר, with +2.55%. 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.