אומגה קרן השתלמות עוקב מדד S&P 500 holds 13.2 million shekels in assets.
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.
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 19 of 22 by assets.
Since the start of the year+7.74%
Place 18 of 21 from the highest, and the funds' average is +7.85%.
The fund's assets have changed like this since December 2025.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 92.5%
- Exposure abroad
- 97.2%
- Exposure to foreign currency
- 90.3%
- Liquid assets
- 97.3%
Over the last 10 months the fund received 1.4 million shekels in deposits and paid out 0.1 million shekels in withdrawals.
- Deposits1.4 million shekels
- Withdrawals0.1 million shekels
- Transfers between funds, in less out+11.2 million shekels
- Net inflow after withdrawals and transfers+12.5 million shekels
These amounts cover the 10 months of the last twelve for which the fund reported.
These are the returns the fund has reported.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | +2.10% | – |
| Since the start of 2026 | +7.74% | – |
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
- Managed by
- Menora Mivtachim
- Who may join
- Closed to the public, for the employees of one sector
- In the Authority's reports since
- December 2025
- Started on
- 30 September 2025
- Number in the Authority's reports
- 15739
These funds are close to this one in size.
- מינהל - קרן ההשתלמות לפקידים עובדי המינהל והשרותים עוקב מדד S&P 50012.1 million shekels
- יחד קרן השתלמות לרופאים- עוקב מדד S&P 50013.8 million shekels
- איילון קרן השתלמות עוקב מדד S&P 5004.1 million shekels
- קרן השתלמות להנדסאים וטכנאים עוקב מדד S&P 50017.3 million shekels
- ק.ל.ע - קרן השתלמות לעובדים סוציאלים עוקבי מדדים עוקב מדד S&P 5003.5 million shekels
- רעות קרן השתלמות עוקב מדד S&P 50031.3 million shekels
Menora Mivtachim has more study funds.
- מנורה מבטחים השתלמות עוקב מדד S&P 5003.0 billion shekels
- מנורה מבטחים השתלמות מסלול כללי14.2 billion shekels
- מנורה מבטחים השתלמות מסלול מניות3.3 billion shekels
- אומגה קרן השתלמות מסלול כללי2.2 billion shekels
- מנורה מבטחים השתלמות מסלול אשראי ואג"ח עם מניות (עד 25% מניות)1.5 billion shekels
- מנורה מבטחים השתלמות עוקב מדדים גמיש1.1 billion shekels
These are the questions people ask about this fund.
What are the management fees of אומגה קרן השתלמות עוקב מדד S&P 500?
The Authority's report for September 2026 gives no management fee for this fund.
What were the returns of אומגה קרן השתלמות עוקב מדד S&P 500?
In September 2026, the return since the start of 2026 was +7.74%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does אומגה קרן השתלמות עוקב מדד S&P 500 hold?
The fund held 13.2 million shekels at the end of September 2026, in the Authority's report.
Who may join אומגה קרן השתלמות עוקב מדד S&P 500?
Closed to the public, for the employees of one sector
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.