מיטב פיצויים שוהם כהלכה holds 5.1 million shekels and charges 0.77% 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 October 2021 would have become, by the end of September 2026
₪13,963+39.6%
The dashed line is the amount put in.
March 2002September 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.
This chart sets each year's return against the average of the funds of the same kind.
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 January 2001.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 49.6%
- Exposure abroad
- 34.1%
- Exposure to foreign currency
- 18.0%
- Liquid assets
- 99.7%
Over the last 12 months the fund received 0.0 million shekels in deposits and paid out 0.1 million shekels in withdrawals.
- Deposits0.0 million shekels
- Withdrawals0.1 million shekels
- Transfers between funds, in less out0.0 million shekels
- Net inflow after withdrawals and transfers-0.1 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +6.90% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | -0.05% | – |
| Since the start of 2026 | +5.66% | – |
| 3 years | +39.96% | +11.86% |
| 5 years | +39.63% | +6.90% |
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
- central severance fund
- Track
- Jewish law
- Managed by
- Meitav
- Who may join
- Open to everyone
- In the Authority's reports since
- January 2001
- Started on
- 25 December 2001
- Number in the Authority's reports
- 769
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 6.47%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 0.82The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- 0.00The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- מיטב פיצויים - טווח קצר4.8 million shekels
- אינפיניטי פיצויים סל מניות11.1 million shekels
- מיטב פיצויים שקלי4.4 million shekels
- אלטשולר שחם פיצויים אשראי ואג"ח14.4 million shekels
- אלטשולר שחם פיצויים כספי (שקלי)3.6 million shekels
- הפניקס מרכזית לפיצויים מחקה מדדים14.7 million shekels
Meitav has more central severance funds.
These are the questions people ask about this fund.
What are the management fees of מיטב פיצויים שוהם כהלכה?
In the Authority's report for September 2026, the fee on the savings is 0.77% a year and the fee on deposits is –.
What were the returns of מיטב פיצויים שוהם כהלכה?
In September 2026, the return since the start of 2026 was +5.66%, and the average yearly return over 5 years was +6.90%. These returns are before management fees.
How much money does מיטב פיצויים שוהם כהלכה hold?
The fund held 5.1 million shekels at the end of September 2026, in the Authority's report.
Who may join מיטב פיצויים שוהם כהלכה?
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.