קרן החיסכון לצבא הקבע - עוקב מדד S&P 500 holds 1.4 billion shekels and charges 0.19% a year on the savings.
These are its returns, fees, assets and risk in the Authority's report for September 2026, and how it compares with the funds on its track.
₪10,000 put in at the start of June 2022 would have become, by the end of September 2026
₪17,800+78.0%
The dashed line is the amount put in.
June 2022September 2026
This follows the fund's own monthly returns, which are before its management fees, so it shows the fund's growth and not what a saver's balance would be.
Among the 22 study funds on the S&P 500 index track, this is where the fund stands.
Each dot is a fund on the track, the large dot is this one, and it stands at place 9 of 22 by assets.
Since the start of the year+7.76%
Place 17 of 21 from the highest, and the funds' average is +7.85%.
3 years, yearly average+13.71%
Place 3 of 10 from the highest, and the funds' average is +13.55%.
Fee on savings0.19%
Place 1 of 19 from the lowest, and the funds' average is 0.49%.
This chart sets each year's return against the average of the funds on the same track.
Only years the fund reported in full are shown, and each year's return is its twelve monthly returns compounded.
The fund's assets have changed like this since February 2022.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 99.4%
- Exposure abroad
- 108.2%
- Exposure to foreign currency
- 98.5%
- Liquid assets
- 99.1%
An exposure is the amount the Authority reports divided by the fund's assets, so one figure can be above 100%.
Over the last 12 months the fund received 171 million shekels in deposits and paid out 45.7 million shekels in withdrawals.
- Deposits171 million shekels
- Withdrawals45.7 million shekels
- Transfers between funds, in less out-308 million shekels
- Net inflow after withdrawals and transfers-183 million shekels
These amounts cover the last twelve months.
These are the returns the fund has reported.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | +2.07% | – |
| Since the start of 2026 | +7.76% | – |
| 3 years | +47.02% | +13.71% |
The Authority states that these returns are before the fund's management fees, on the explanation pages of gemelnet.cma.gov.il. Past returns say nothing about future ones.
These are the fund's details in the Authority's reports.
- Kind of fund
- study fund
- Track
- S&P 500 index
- Who may join
- Closed to the public, for the employees of one company or body
- In the Authority's reports since
- February 2022
- Started on
- 13 February 2022
- Number in the Authority's reports
- 13649
These funds are close to this one in size.
- הפניקס השתלמות בניהול אישי1.3 billion shekels
- אלטשולר שחם השתלמות עוקב S&P 5001.0 billion shekels
- אנליסט קרן השתלמות עוקב מדד S&P 5001.5 billion shekels
- ילין לפידות קרן השתלמות מסלול עוקב מדד S&P 500836 million shekels
- מור קרן השתלמות לשכירים ולעצמאים - עוקב מדד S&P 5002.1 billion shekels
- קרן השתלמות לאקדמאים במדעי החברה והרוח מסלול כללי עוקבי מדדים עוקב מדד S&P 50085.1 million shekels
קרן החסכון לצבא הקבע - חברה לניהול קופות גמל has more study funds.
- קרן החיסכון לצבא הקבע כללי5.1 billion shekels
- קרן החיסכון לצבא הקבע מניות1.9 billion shekels
- קרן החיסכון לצבא הקבע - מניות סחיר260 million shekels
- קרן החיסכון לצבא הקבע אשראי ואג"ח137 million shekels
- קרן החיסכון לצבא הקבע - עוקב מדדי מניות82.1 million shekels
- קרן החיסכון לצבא הקבע - עוקב מדדים - גמיש35.4 million shekels
These are the questions people ask about this fund.
What are the management fees of קרן החיסכון לצבא הקבע - עוקב מדד S&P 500?
In the Authority's report for September 2026, the fee on the savings is 0.19% a year and the fee on deposits is –.
What were the returns of קרן החיסכון לצבא הקבע - עוקב מדד S&P 500?
In September 2026, the return since the start of 2026 was +7.76%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does קרן החיסכון לצבא הקבע - עוקב מדד S&P 500 hold?
The fund held 1.4 billion shekels at the end of September 2026, in the Authority's report.
Who may join קרן החיסכון לצבא הקבע - עוקב מדד S&P 500?
Closed to the public, for the employees of one company or body
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.