מור קרן השתלמות לשכירים ולעצמאים - עוקב מדד S&P 500 holds 2.1 billion shekels and charges 0.70% 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
₪16,978+69.8%
The dashed line is the amount put in.
April 2016September 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 7 of 22 by assets.
Since the start of the year+8.10%
Place 1 of 21 from the highest, and the funds' average is +7.85%.
3 years, yearly average+13.67%
Place 5 of 10 from the highest, and the funds' average is +13.55%.
5 years, yearly average+11.17%
Place 5 of 5 from the highest, and the funds' average is +11.86%.
Fee on savings0.70%
Place 19 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 August 2015.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 100.2%
- Exposure abroad
- 100.2%
- Exposure to foreign currency
- 100.2%
- Liquid assets
- 97.3%
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 275 million shekels in deposits and paid out 67.0 million shekels in withdrawals.
- Deposits275 million shekels
- Withdrawals67.0 million shekels
- Transfers between funds, in less out-922 million shekels
- Net inflow after withdrawals and transfers-714 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +11.17% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | +2.43% | – |
| Since the start of 2026 | +8.10% | – |
| 3 years | +46.88% | +13.67% |
| 5 years | +69.78% | +11.17% |
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
- More
- Who may join
- Open to everyone
- In the Authority's reports since
- August 2015
- Started on
- 30 July 2015
- Number in the Authority's reports
- 9451
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 10.40%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
- 3.48The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- קרן השתלמות להנדסאים וטכנאים - מסלול כללי2.1 billion shekels
- אנליסט קרן השתלמות עוקב מדד S&P 5001.5 billion shekels
- מנורה מבטחים השתלמות עוקב מדד S&P 5003.0 billion shekels
- קרן החיסכון לצבא הקבע - עוקב מדד S&P 5001.4 billion shekels
- מיטב השתלמות עוקב מדד S&P 5003.6 billion shekels
- אלטשולר שחם השתלמות עוקב S&P 5001.0 billion shekels
More has more study funds.
- 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 - אשראי ואג"ח עם מניות (עד 25% מניות)1.5 billion shekels
- מור קרן השתלמות לשכירים ולעצמאים מתמחים באפיקי השקעה סחירים משולב סחיר1.3 billion shekels
- מור קרן השתלמות לשכירים ולעצמאים - אשראי ואג"ח540 million shekels
These are the questions people ask about this fund.
What are the management fees of מור קרן השתלמות לשכירים ולעצמאים - עוקב מדד S&P 500?
In the Authority's report for September 2026, the fee on the savings is 0.70% a year and the fee on deposits is –.
What were the returns of מור קרן השתלמות לשכירים ולעצמאים - עוקב מדד S&P 500?
In September 2026, the return since the start of 2026 was +8.10%, and the average yearly return over 5 years was +11.17%. These returns are before management fees.
How much money does מור קרן השתלמות לשכירים ולעצמאים - עוקב מדד S&P 500 hold?
The fund held 2.1 billion shekels at the end of September 2026, in the Authority's report.
Who may join מור קרן השתלמות לשכירים ולעצמאים - עוקב מדד S&P 500?
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.