This fund's reports stopped after December 2023, so the figures are for that month, and the fund is not counted in the lists of funds that report today.
מגדל מסלול אג"ח עד 10% מניות stopped reporting after December 2023.
These are its returns, fees, assets and risk in the Authority's report for December 2023, and how it compares with the funds on its track.
₪10,000 put in at the start of January 2019 would have become, by the end of December 2023
₪11,287+12.9%
The dashed line is the amount put in.
January 2004December 2023
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 2004.
These are the returns the fund has reported.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, December 2023 | 0.00% | – |
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
- Managed by
- Migdal
- Fee on deposits
- 2.28%
- Class in the Authority's reports
- Policies issued from 2004
- In the Authority's reports since
- January 2004
- Number in the Authority's reports
- 69
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 4.54%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 0.05The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- -0.36The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- הראל מסלול אשראי ואג"ח עם מניות (עד 25% מניות)0.0 million shekels
- הכשרה חברה לביטוח בע"מ - אשראי ואג"ח עם מניות (עד 25% מניות)204 million shekels
- מנורה מבטחים ביטוח בע"מ אשראי ואג"ח עם מניות (עד 25% מניות)272 million shekels
- איילון חברה לביטוח בע"מ אשראי ואג"ח עם מניות (עד 25%)670 million shekels
- הראל מסלול סחיר- אג"ח עם מניות (עד 25% מניות)756 million shekels
- מגדל מסלול אשראי ואג"ח עם מניות (עד 25% מניות)1.2 billion shekels
Migdal has more insurance savings tracks.
These are the questions people ask about this fund.
What are the management fees of מגדל מסלול אג"ח עד 10% מניות?
In the Authority's report for December 2023, the fee on the savings is 1.00% a year and the fee on deposits is 2.28%.
What were the returns of מגדל מסלול אג"ח עד 10% מניות?
The Authority's report for December 2023 gives no return for the year so far or for 5 years.
How much money does מגדל מסלול אג"ח עד 10% מניות hold?
The fund held 0.0 million shekels at the end of December 2023, in the Authority's report.
Who may join מגדל מסלול אג"ח עד 10% מניות?
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 December 2023, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.