10 insurance savings tracks on the age up to 50 track report today, and they hold 18.9 billion shekels between them.
These are the returns, fees and assets of the insurance savings tracks on the age up to 50 track in the Authority's report for September 2026. The list starts with the largest by assets, and the buttons above it sort it by any figure.
Each block is a fund, and its size is the money it holds.
- הפניקס לבני 50 ומטה7.1 billion shekels
- מגדל מסלול לבני 50 ומטה3.9 billion shekels
- כלל חברה לביטוח בע"מ מסלול לבני 50 ומטה3.6 billion shekels
- הראל מסלול לבני 50 ומטה12.8%
- מנורה מבטחים ביטוח בע"מ לבני 50 ומטה 1.3 billion shekels
- איילון מסלול לבני 50 ומטה 344 million shekels
- הכשרה חברה לביטוח בע"מ מסלול לבני 50 ומטה 228 million shekels
- מנורה מבטחים ביטוח בע"מ לבני 50 ומטה (משת) 66.8 million shekels
- כלל חברה לביטוח בע"מ מסלול לבני 50 ומטה פוליסות לפני 2004 28.6 million shekels
- הראל חברה לביטוח בע"מ מסלול לגילאי עד 50 12.7 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+8.21%
Average of 10 funds
Lowest fund: הכשרה חברה לביטוח בע"מ מסלול לבני 50 ומטהHighest fund: כלל חברה לביטוח בע"מ מסלול לבני 50 ומטה
3 years, yearly average+13.99%
Average of 10 funds
Lowest fund: הכשרה חברה לביטוח בע"מ מסלול לבני 50 ומטהHighest fund: איילון מסלול לבני 50 ומטה
5 years, yearly average+8.40%
Average of 9 funds
Lowest fund: הכשרה חברה לביטוח בע"מ מסלול לבני 50 ומטהHighest fund: הפניקס לבני 50 ומטה
Fee on savings0.96%
Average of 10 funds
Lowest fund: הראל מסלול לבני 50 ומטהHighest fund: הראל חברה לביטוח בע"מ מסלול לגילאי עד 50
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
This chart shows the average return of the insurance savings tracks on the age up to 50 track in each full year.
A year is shown when at least three funds reported all twelve months of it.
The 10 insurance savings tracks on the age up to 50 track that reported for September 2026 are listed here.
- הפניקס לבני 50 ומטהPhoenix
7.1 billion shekels
Fee 0.73%This year +7.61%5 years +9.88%
- מגדל מסלול לבני 50 ומטהMigdal
3.9 billion shekels
Fee 0.69%This year +8.23%5 years +8.36%
3.6 billion shekels
Fee 0.64%This year +9.45%5 years +8.83%
- הראל מסלול לבני 50 ומטהHarel
2.4 billion shekels
Fee 0.59%This year +8.24%5 years +7.82%
- מנורה מבטחים ביטוח בע"מ לבני 50 ומטהMenora Mivtachim
1.3 billion shekels
Fee 0.64%This year +8.07%5 years +8.71%
- איילון מסלול לבני 50 ומטהAyalon
344 million shekels
Fee 0.76%This year +8.55%5 years +9.41%
- הכשרה חברה לביטוח בע"מ מסלול לבני 50 ומטהHachshara
228 million shekels
Fee 0.60%This year +6.69%5 years +6.63%
- מנורה מבטחים ביטוח בע"מ לבני 50 ומטה (משת)Menora Mivtachim
66.8 million shekels
Fee 0.61%This year +8.07%5 years –
28.6 million shekels
Fee 2.15%This year +8.98%5 years +8.10%
12.7 million shekels
Fee 2.16%This year +8.24%5 years +7.82%
These are the other tracks of the insurance savings tracks.
- lettered funds (Het, Tet and Yod)240 billion shekels19 funds
- general144 billion shekels16 funds
- pension recipients, basic41.8 billion shekels12 funds
- stocks35.8 billion shekels18 funds
- age 50 to 6025.5 billion shekels10 funds
- age 60 and over16.7 billion shekels10 funds
- S&P 500 index11.8 billion shekels9 funds
- credit and bonds11.3 billion shekels12 funds
- bonds with up to 25% stocks8.5 billion shekels8 funds
- traded stocks5.0 billion shekels7 funds
- flexible index tracking4.6 billion shekels11 funds
- stock index tracking4.1 billion shekels9 funds
1 fund stopped reporting in the last three years
These are the questions people ask about these funds.
How many insurance savings tracks on the age up to 50 track are there?
10 insurance savings tracks on the age up to 50 track reported for September 2026. Together they hold 18.9 billion shekels, and one more stopped reporting in the last three years.
What is the average fee of the insurance savings tracks on the age up to 50 track?
The average fee on savings is 0.96% a year, over the 10 insurance savings tracks on the age up to 50 track that report one. Every fund counts once, whatever its size.
Which of the insurance savings tracks on the age up to 50 track has the highest return over 5 years?
הפניקס לבני 50 ומטה has the highest average yearly return over 5 years, +9.88%, of the 9 insurance savings tracks on the age up to 50 track with a 5-year figure. The lowest is הכשרה חברה לביטוח בע"מ מסלול לבני 50 ומטה, with +6.63%. These returns are before management fees.
Are these returns before or after management fees?
They are before. The Authority states that the returns it reports are before the fund's management fees, so a saver's own return is lower by the fee on savings.
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.