Phoenix has 14 study funds, and they hold 49.9 billion shekels between them.
These are the returns, fees and assets of the Phoenix 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.
- הפניקס השתלמות כללי24.6 billion shekels
- הפניקס השתלמות עוקב מדד S&P 50010.1 billion shekels
- הפניקס השתלמות מניות14.3%
- הפניקס השתלמות אשראי ואג"ח עם מניות (עד 25% מניות)
- הפניקס השתלמות מניות סחיר 1.5 billion shekels
- הפניקס השתלמות בניהול אישי 1.3 billion shekels
- הפניקס השתלמות אשראי ואג"ח 719 million shekels
- The other 3 funds 413 million shekels
- הפניקס השתלמות הלכה 389 million shekels
- הפניקס השתלמות עוקב מדדים גמיש 375 million shekels
- הפניקס השתלמות עוקב מדדי מניות 348 million shekels
- הפניקס השתלמות שריעה 232 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+5.80%
Average of 14 funds
Lowest fund: הפניקס השתלמות בניהול אישיHighest fund: הפניקס השתלמות שריעה
3 years, yearly average+9.69%
Average of 10 funds
Lowest fund: הפניקס השתלמות בניהול אישיHighest fund: הפניקס השתלמות מניות
5 years, yearly average+6.36%
Average of 10 funds
Lowest fund: הפניקס השתלמות בניהול אישיHighest fund: הפניקס השתלמות עוקב מדד S&P 500
Fee on savings0.57%
Average of 14 funds
Lowest fund: הפניקס השתלמות בניהול אישיHighest fund: הפניקס השתלמות שריעה
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
The 14 Phoenix study funds that reported for September 2026 are listed here.
- הפניקס השתלמות כלליgeneral
24.6 billion shekels
Fee 0.65%This year +6.55%5 years +8.02%
- הפניקס השתלמות עוקב מדד S&P 500S&P 500 index
10.1 billion shekels
Fee 0.57%This year +7.97%5 years +12.32%
- הפניקס השתלמות מניותstocks
7.1 billion shekels
Fee 0.58%This year +11.14%5 years +11.99%
- הפניקס השתלמות אשראי ואג"ח עם מניות (עד 25% מניות)credit and bonds
2.7 billion shekels
Fee 0.63%This year +2.97%5 years +4.10%
- הפניקס השתלמות מניות סחירtraded stocks
1.5 billion shekels
Fee 0.49%This year +8.53%5 years –
- הפניקס השתלמות בניהול אישיgeneral
1.3 billion shekels
Fee 0.24%This year 0.00%5 years 0.00%
- הפניקס השתלמות אשראי ואג"חcredit and bonds
719 million shekels
Fee 0.64%This year +1.80%5 years +2.68%
- הפניקס השתלמות הלכהJewish law
389 million shekels
Fee 0.66%This year +6.40%5 years +7.27%
- הפניקס השתלמות עוקב מדדים גמישflexible index tracking
375 million shekels
Fee 0.61%This year +1.95%5 years +3.70%
- הפניקס השתלמות עוקב מדדי מניותstock index tracking
348 million shekels
Fee 0.58%This year +9.19%5 years –
- הפניקס השתלמות שריעהIslamic law
232 million shekels
Fee 0.67%This year +12.69%5 years +10.22%
- הפניקס השתלמות כספי (שקלי)money market (shekel)
227 million shekels
Fee 0.60%This year +3.05%5 years +3.27%
- הפניקס השתלמות משולב סחירmixed traded assets
133 million shekels
Fee 0.55%This year +6.48%5 years –
- הפניקס השתלמות אג"ח סחירtraded bonds
53.0 million shekels
Fee 0.55%This year +2.51%5 years –
Phoenix has funds of these kinds.
- 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
- Insurance savings tracks139 billion shekels34 funds
2 funds stopped reporting in the last three years
These are the questions people ask about these funds.
How many Phoenix study funds are there?
14 Phoenix study funds reported for September 2026. Together they hold 49.9 billion shekels, and 2 more stopped reporting in the last three years.
What is the average fee of the Phoenix study funds?
The average fee on savings is 0.57% a year, over the 14 Phoenix study funds that report one. Every fund counts once, whatever its size.
Which of the Phoenix study funds has the highest return over 5 years?
הפניקס השתלמות עוקב מדד S&P 500 has the highest average yearly return over 5 years, +12.32%, of the 10 Phoenix study funds with a 5-year figure. The lowest is הפניקס 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.