16 insurance savings tracks on the general track report today, and they hold 144 billion shekels between them.
These are the returns, fees and assets of the insurance savings tracks on the general 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.
- מגדל - כללי38.1 billion shekels
- הפניקס מסלול השקעה כללי38.0 billion shekels
- הראל מסלול כללי25.5 billion shekels
- כלל חברה לביטוח בע"מ כללי9.9%
- הכשרה חברה לביטוח בע"מ - מנוהל באמצעות מיטב ניהול תיקים בע"מ - כללי
- איילון- כללי 5.2 billion shekels
- הכשרה חברה לביטוח בע"מ- כללי 4.9 billion shekels
- הכשרה חברה לביטוח בע"מ - ילין לפידות ניהול תיקי השקעות בע"מ - כללי 3.4 billion shekels
- הכשרה- מור בית השקעות ניהול תיקים בע"מ- כללי 3.4 billion shekels
- הכשרה - אלטשולר שחם בע"מ - כללי 2.1 billion shekels
- הכשרה- אנליסט ניהול תיקי השקעות בע"מ- כללי 2.1 billion shekels
- The other 5 funds 1.2 billion shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+5.36%
Average of 16 funds
Lowest fund: הראל fidelity מסלול כלליHighest fund: כלל חברה לביטוח בע"מ כללי
3 years, yearly average+12.01%
Average of 14 funds
Lowest fund: הפניקס BlackRock כלליHighest fund: איילון- כללי
5 years, yearly average+7.42%
Average of 12 funds
Lowest fund: הכשרה - אלטשולר שחם בע"מ - כלליHighest fund: איילון- כללי
Fee on savings0.96%
Average of 16 funds
Lowest fund: הכשרה חברה לביטוח בע"מ- כלליHighest fund: הפניקס BlackRock כללי
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 general track in each full year.
A year is shown when at least three funds reported all twelve months of it.
The 16 insurance savings tracks on the general track that reported for September 2026 are listed here.
- מגדל - כלליMigdal
38.1 billion shekels
Fee 1.11%This year +7.53%5 years +7.79%
- הפניקס מסלול השקעה כלליPhoenix
38.0 billion shekels
Fee 0.86%This year +6.38%5 years +8.12%
- הראל מסלול כלליHarel
25.5 billion shekels
Fee 0.86%This year +6.95%5 years +7.16%
14.2 billion shekels
Fee 0.89%This year +8.31%5 years +7.97%
6.4 billion shekels
Fee 0.84%This year +7.02%5 years +8.21%
- איילון- כלליAyalon
5.2 billion shekels
Fee 0.84%This year +7.57%5 years +8.68%
- הכשרה חברה לביטוח בע"מ- כלליHachshara
4.9 billion shekels
Fee 0.82%This year +6.01%5 years +7.25%
3.4 billion shekels
Fee 0.84%This year +5.44%5 years +6.80%
- הכשרה- מור בית השקעות ניהול תיקים בע"מ- כלליHachshara
3.4 billion shekels
Fee 0.84%This year +7.46%5 years +7.28%
- הכשרה - אלטשולר שחם בע"מ - כלליHachshara
2.1 billion shekels
Fee 0.84%This year +4.75%5 years +5.87%
- הכשרה- אנליסט ניהול תיקי השקעות בע"מ- כלליHachshara
2.1 billion shekels
Fee 0.84%This year +6.47%5 years –
- הפניקס BlackRock כלליPhoenix
614 million shekels
Fee 1.37%This year +2.34%5 years –
- הפניקס-אקסלנס אינווסט מסלול כלליPhoenix
292 million shekels
Fee 0.93%This year +5.87%5 years +7.43%
- אי.די.אי.-כלליישיר - איי. די. איי. חברה לביטוח
220 million shekels
Fee 0.82%This year +5.74%5 years +6.49%
- הראל fidelity מסלול כלליHarel
56.5 million shekels
Fee 1.36%This year -4.38%5 years –
9.6 million shekels
Fee 1.30%This year +2.30%5 years –
These are the other tracks of the insurance savings tracks.
- lettered funds (Het, Tet and Yod)240 billion shekels19 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
- 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
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 general track are there?
16 insurance savings tracks on the general track reported for September 2026. Together they hold 144 billion shekels, and 2 more stopped reporting in the last three years.
What is the average fee of the insurance savings tracks on the general track?
The average fee on savings is 0.96% a year, over the 16 insurance savings tracks on the general track that report one. Every fund counts once, whatever its size.
Which of the insurance savings tracks on the general track has the highest return over 5 years?
איילון- כללי has the highest average yearly return over 5 years, +8.68%, of the 12 insurance savings tracks on the general track with a 5-year figure. The lowest is הכשרה - אלטשולר שחם בע"מ - כללי, with +5.87%. 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.