הכשרה מנוהל באמצעות מיטב ניהול תיקים בע"מ - מניות holds 2.0 billion shekels and charges 0.84% 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
₪17,999+80.0%
The dashed line is the amount put in.
July 2014September 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 18 insurance savings tracks on the stocks 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 5 of 18 by assets.
Since the start of the year+10.85%
Place 9 of 18 from the highest, and the funds' average is +9.77%.
3 years, yearly average+19.64%
Place 12 of 16 from the highest, and the funds' average is +20.38%.
5 years, yearly average+12.47%
Place 5 of 13 from the highest, and the funds' average is +12.05%.
Fee on savings0.84%
Place 9 of 18 from the lowest, and the funds' average is 1.05%.
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 July 2014.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 92.5%
- Exposure abroad
- 60.6%
- Exposure to foreign currency
- 36.0%
- Liquid assets
- 95.1%
Over 5 years the fund returned +12.47% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | +1.14% | – |
| Since the start of 2026 | +10.85% | – |
| 3 years | +71.26% | +19.64% |
| 5 years | +79.99% | +12.47% |
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
- stocks
- Managed by
- Hachshara
- Fee on deposits
- 0.00%
- Class in the Authority's reports
- Policies issued from 2004
- In the Authority's reports since
- July 2014
- Number in the Authority's reports
- 9720
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 10.08%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 1.14The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- 1.80The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- הכשרה חברה לביטוח בע"מ - קרן י'1.9 billion shekels
- מנורה מבטחים ביטוח בע"מ מניות1.6 billion shekels
- כלל חברה לביטוח בע"מ מניות4.7 billion shekels
- הכשרה מנוהל באמצעות מור בית השקעות ניהול תיקים בע"מ - מניות1.3 billion shekels
- הראל מסלול מניות5.5 billion shekels
- איילון חברה לביטוח בע"מ מניות1.1 billion shekels
Hachshara has more insurance savings tracks.
- הכשרה מנוהל באמצעות מור בית השקעות ניהול תיקים בע"מ - מניות1.3 billion shekels
- הכשרה חברה לביטוח בע"מ - מניות952 million shekels
- הכשרה - מנוהל באמצעות ילין לפידות ניהול תיקי השקעות בע"מ - מניות945 million shekels
- הכשרה - מנוהל באמצעות אנליסט ניהול תיקי השקעות בע"מ - מניות856 million shekels
- הכשרה - מנוהל באמצעות אלטשולר שחם בע"מ - מניות465 million shekels
- הכשרה חברה לביטוח בע"מ - מנוהל באמצעות מיטב ניהול תיקים בע"מ - כללי6.4 billion shekels
These are the questions people ask about this fund.
What are the management fees of הכשרה מנוהל באמצעות מיטב ניהול תיקים בע"מ - מניות?
In the Authority's report for September 2026, the fee on the savings is 0.84% a year and the fee on deposits is 0.00%.
What were the returns of הכשרה מנוהל באמצעות מיטב ניהול תיקים בע"מ - מניות?
In September 2026, the return since the start of 2026 was +10.85%, and the average yearly return over 5 years was +12.47%. These returns are before management fees.
How much money does הכשרה מנוהל באמצעות מיטב ניהול תיקים בע"מ - מניות hold?
The fund held 2.0 billion shekels at the end of September 2026, in the Authority's report.
Who may join הכשרה מנוהל באמצעות מיטב ניהול תיקים בע"מ - 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 September 2026, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.