מגדל מנוהל עי מגדל שוקי הון עוקב מדד S&P 500 holds 321 million shekels and charges 1.09% 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 April 2024 would have become, by the end of September 2026
₪14,319+43.2%
The dashed line is the amount put in.
April 2024September 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 9 insurance savings tracks 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 9 by assets.
Since the start of the year+10.78%
Place 1 of 9 from the highest, and the funds' average is +8.10%.
Fee on savings1.09%
Place 8 of 8 from the lowest, and the funds' average is 0.78%.
The fund's assets have changed like this since April 2024.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 99.6%
- Exposure abroad
- 99.6%
- Exposure to foreign currency
- 0.0%
- Liquid assets
- 98.4%
These are the returns the fund has reported.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | -0.28% | – |
| Since the start of 2026 | +10.78% | – |
The Authority states that these returns are before the fund's management fees, on the explanation pages of bituachnet.cma.gov.il. Past returns say nothing about future ones.
These are the fund's details in the Authority's reports.
- Kind of fund
- insurance savings track
- Track
- S&P 500 index
- Managed by
- Migdal
- Fee on deposits
- 2.02%
- Class in the Authority's reports
- Policies issued from 2004
- In the Authority's reports since
- April 2024
- Number in the Authority's reports
- 15062
These funds are close to this one in size.
- הכשרה חברה לביטוח בע"מ - אג"ח ממשלות306 million shekels
- איילון חברה לביטוח בע"מ עוקבי מדדים עוקב מדד S&P 50084.3 million shekels
- מנורה מבטחים ביטוח בע"מ עוקב מדד S&P 500353 million shekels
- איי. די. איי. חברה לביטוח בע"מ עוקבי מדדים עוקב מדד S&P 5008.2 million shekels
- הכשרה חברה לביטוח בע"מ - עוקב מדד 500 S&P367 million shekels
- הפניקס עוקב מדד S&P 5003.3 billion shekels
Migdal has more insurance savings tracks.
These are the questions people ask about this fund.
What are the management fees of מגדל מנוהל עי מגדל שוקי הון עוקב מדד S&P 500?
In the Authority's report for September 2026, the fee on the savings is 1.09% a year and the fee on deposits is 2.02%.
What were the returns of מגדל מנוהל עי מגדל שוקי הון עוקב מדד S&P 500?
In September 2026, the return since the start of 2026 was +10.78%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does מגדל מנוהל עי מגדל שוקי הון עוקב מדד S&P 500 hold?
The fund held 321 million shekels at the end of September 2026, in the Authority's report.
Who may join מגדל מנוהל עי מגדל שוקי הון עוקב מדד S&P 500?
The Authority's reports do not say who may join this kind of fund, and the company that manages it can say.
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.