מור קרן השתלמות לשכירים ולעצמאים - אשראי ואג"ח holds 540 million shekels and charges 0.64% 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 August 2023 would have become, by the end of September 2026
₪13,142+31.4%
The dashed line is the amount put in.
August 2023September 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 44 study funds on the credit and bonds 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 13 of 44 by assets.
Since the start of the year+4.13%
Place 10 of 42 from the highest, and the funds' average is +3.10%.
3 years, yearly average+8.81%
Place 2 of 41 from the highest, and the funds' average is +6.25%.
Fee on savings0.64%
Place 34 of 42 from the lowest, and the funds' average is 0.47%.
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 June 2023.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 3.7%
- Exposure abroad
- 8.6%
- Exposure to foreign currency
- 5.0%
- Liquid assets
- 76.3%
Over the last 12 months the fund received 25.8 million shekels in deposits and paid out 15.6 million shekels in withdrawals.
- Deposits25.8 million shekels
- Withdrawals15.6 million shekels
- Transfers between funds, in less out+160 million shekels
- Net inflow after withdrawals and transfers+170 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 | +0.06% | – |
| Since the start of 2026 | +4.13% | – |
| 3 years | +28.82% | +8.81% |
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
- credit and bonds
- Managed by
- More
- Who may join
- Open to everyone
- In the Authority's reports since
- June 2023
- Started on
- 18 June 2023
- Number in the Authority's reports
- 14483
These funds are close to this one in size.
- קרן השתלמות למשפטנים בע"מ517 million shekels
- אלטשולר שחם השתלמות אשראי ואג"ח494 million shekels
- אנליסט קרן השתלמות - אשראי ואג"ח עד 25% מניות549 million shekels
- ילין לפידות קרן השתלמות מסלול אשראי ואג"ח478 million shekels
- מנורה מבטחים השתלמות מסלול אשראי ואג"ח555 million shekels
- מגדל השתלמות מסלול אשראי ואג"ח475 million shekels
More has more study funds.
- מור קרן השתלמות לשכירים ולעצמאים - אשראי ואג"ח עם מניות (עד 25% מניות)1.5 billion shekels
- מור קרן השתלמות לשכירים ולעצמאים - כללי27.8 billion shekels
- מור קרן השתלמות לשכירים ולעצמאים - מניות14.9 billion shekels
- מור קרן השתלמות לשכירים ולעצמאים מתמחים באפיקי השקעה סחירים מניות סחיר2.4 billion shekels
- מור קרן השתלמות לשכירים ולעצמאים - עוקב מדד S&P 5002.1 billion shekels
- מור קרן השתלמות לשכירים ולעצמאים מתמחים באפיקי השקעה סחירים משולב סחיר1.3 billion shekels
These are the questions people ask about this fund.
What are the management fees of מור קרן השתלמות לשכירים ולעצמאים - אשראי ואג"ח?
In the Authority's report for September 2026, the fee on the savings is 0.64% a year and the fee on deposits is –.
What were the returns of מור קרן השתלמות לשכירים ולעצמאים - אשראי ואג"ח?
In September 2026, the return since the start of 2026 was +4.13%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does מור קרן השתלמות לשכירים ולעצמאים - אשראי ואג"ח hold?
The fund held 540 million shekels at the end of September 2026, in the Authority's report.
Who may join מור קרן השתלמות לשכירים ולעצמאים - אשראי ואג"ח?
Open to everyone
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.