8 insurance savings tracks on the bonds with up to 25% stocks track report today, and they hold 8.5 billion shekels between them.
These are the returns, fees and assets of the insurance savings tracks on the bonds with up to 25% stocks 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.
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+3.81%
Average of 7 funds
Lowest fund: כלל חברה לביטוח בע"מ אשראי ואג"ח עם מניות (עד 25% מניות)Highest fund: איילון חברה לביטוח בע"מ אשראי ואג"ח עם מניות (עד 25%)
3 years, yearly average+7.88%
Average of 4 funds
Lowest fund: כלל חברה לביטוח בע"מ אשראי ואג"ח עם מניות (עד 25% מניות)Highest fund: איילון חברה לביטוח בע"מ אשראי ואג"ח עם מניות (עד 25%)
5 years, yearly average+4.21%
Average of 4 funds
Lowest fund: כלל חברה לביטוח בע"מ אשראי ואג"ח עם מניות (עד 25% מניות)Highest fund: הפניקס אשראי אג"ח עם מניות (עד 25% מניות)
Fee on savings0.80%
Average of 8 funds
Lowest fund: איילון חברה לביטוח בע"מ אשראי ואג"ח עם מניות (עד 25%)Highest fund: מגדל מסלול אשראי ואג"ח עם מניות (עד 25% מניות)
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 bonds with up to 25% stocks track in each full year.
A year is shown when at least three funds reported all twelve months of it.
The 8 insurance savings tracks on the bonds with up to 25% stocks track that reported for September 2026 are listed here.
4.0 billion shekels
Fee 0.80%This year +4.04%5 years +5.02%
1.3 billion shekels
Fee 0.81%This year +2.13%5 years +2.89%
1.2 billion shekels
Fee 1.01%This year +4.41%5 years –
756 million shekels
Fee 0.75%This year +3.70%5 years –
670 million shekels
Fee 0.65%This year +4.71%5 years +4.56%
- מנורה מבטחים ביטוח בע"מ אשראי ואג"ח עם מניות (עד 25% מניות)Menora Mivtachim
272 million shekels
Fee 0.74%This year +3.27%5 years +4.37%
204 million shekels
Fee 0.83%This year +4.44%5 years –
0.0 million shekels
Fee 0.79%This year –5 years –
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 up to 5018.9 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
- traded stocks5.0 billion shekels7 funds
- flexible index tracking4.6 billion shekels11 funds
- stock index tracking4.1 billion shekels9 funds
2 funds stopped reporting in the last three years
These are the questions people ask about these funds.
How many insurance savings tracks on the bonds with up to 25% stocks track are there?
8 insurance savings tracks on the bonds with up to 25% stocks track reported for September 2026. Together they hold 8.5 billion shekels, and 2 more stopped reporting in the last three years.
What is the average fee of the insurance savings tracks on the bonds with up to 25% stocks track?
The average fee on savings is 0.80% a year, over the 8 insurance savings tracks on the bonds with up to 25% stocks track that report one. Every fund counts once, whatever its size.
Which of the insurance savings tracks on the bonds with up to 25% stocks track has the highest return over 5 years?
הפניקס אשראי אג"ח עם מניות (עד 25% מניות) has the highest average yearly return over 5 years, +5.02%, of the 4 insurance savings tracks on the bonds with up to 25% stocks track with a 5-year figure. The lowest is כלל חברה לביטוח בע"מ אשראי ואג"ח עם מניות (עד 25% מניות), with +2.89%. 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.