11 insurance savings tracks on the flexible index tracking track report today, and they hold 4.6 billion shekels between them.
These are the returns, fees and assets of the insurance savings tracks on the flexible index tracking 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.
- הראל מסלול עוקב מדדים גמיש1.6 billion shekels
- הפניקס עוקב מדדים גמיש1.4 billion shekels
- איילון חברה לביטוח בע"מ עוקב מדדים - גמיש8.7%
- מגדל מסלול עוקב מדדים - גמיש7.6%
- הראל מסלול עוקב מדדים- אג"ח עם מניות (עד 25% מניות)4.5%
- כלל חברה לביטוח בע"מ עוקב מדדים - גמיש
- מנורה מבטחים ביטוח בע"מ עוקב מדדים גמיש 283 million shekels
- הפניקס עוקב מדדים עוקב מדדים אג"ח עם מניות (עד 25% מניות) 126 million shekels
- הפניקס עוקב מדדים גמיש 72.1 million shekels
- הכשרה חברה לביטוח בע"מ - עוקב מדדים גמיש 38.5 million shekels
- מנורה מבטחים ביטוח בע"מ עוקב מדדים גמיש (משת) 16.1 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+4.21%
Average of 11 funds
Lowest fund: הפניקס עוקב מדדים עוקב מדדים אג"ח עם מניות (עד 25% מניות)Highest fund: איילון חברה לביטוח בע"מ עוקב מדדים - גמיש
3 years, yearly average+11.37%
Average of 9 funds
Lowest fund: מגדל מסלול עוקב מדדים - גמישHighest fund: איילון חברה לביטוח בע"מ עוקב מדדים - גמיש
Fee on savings0.74%
Average of 11 funds
Lowest fund: הפניקס עוקב מדדים גמישHighest fund: מגדל מסלול עוקב מדדים - גמיש
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 flexible index tracking track in each full year.
A year is shown when at least three funds reported all twelve months of it.
The 11 insurance savings tracks on the flexible index tracking track that reported for September 2026 are listed here.
- הראל מסלול עוקב מדדים גמישHarel
1.6 billion shekels
Fee 0.65%This year +7.15%5 years –
- הפניקס עוקב מדדים גמישPhoenix
1.4 billion shekels
Fee 0.81%This year +7.74%5 years +8.57%
401 million shekels
Fee 0.65%This year +7.82%5 years –
- מגדל מסלול עוקב מדדים - גמישMigdal
350 million shekels
Fee 0.91%This year +2.04%5 years –
- מנורה מבטחים ביטוח בע"מ עוקב מדדים גמישMenora Mivtachim
283 million shekels
Fee 0.69%This year +6.42%5 years –
208 million shekels
Fee 0.80%This year +3.99%5 years –
145 million shekels
Fee 0.82%This year +0.79%5 years –
126 million shekels
Fee 0.83%This year -5.19%5 years –
- הפניקס עוקב מדדים גמישPhoenix
72.1 million shekels
Fee 0.55%This year +3.29%5 years –
- הכשרה חברה לביטוח בע"מ - עוקב מדדים גמישHachshara
38.5 million shekels
Fee 0.84%This year +5.79%5 years –
- מנורה מבטחים ביטוח בע"מ עוקב מדדים גמיש (משת)Menora Mivtachim
16.1 million shekels
Fee 0.60%This year +6.42%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
- bonds with up to 25% stocks8.5 billion shekels8 funds
- traded stocks5.0 billion shekels7 funds
- stock index tracking4.1 billion shekels9 funds
6 funds stopped reporting in the last three years
- הראל מסלול פאסיבי - כלליLast reported June 2024
- הכשרה חברה לביטוח בע"מ כללי פאסיביLast reported June 2024
- כלל חברה לביטוח בע"מ כללי פאסיביLast reported June 2024
- הראל מסלול מחקה מדד תל אביב 35Last reported June 2024
- הראל מסלול מחקה מדד ממשלתי צמוד 5-10Last reported June 2024
- הראל מסלול מחקה מדד ממשלתי שקלי ריבית קבועהLast reported June 2024
These are the questions people ask about these funds.
How many insurance savings tracks on the flexible index tracking track are there?
11 insurance savings tracks on the flexible index tracking track reported for September 2026. Together they hold 4.6 billion shekels, and 6 more stopped reporting in the last three years.
What is the average fee of the insurance savings tracks on the flexible index tracking track?
The average fee on savings is 0.74% a year, over the 11 insurance savings tracks on the flexible index tracking track that report one. Every fund counts once, whatever its size.
Which of the insurance savings tracks on the flexible index tracking track has the highest return over 5 years?
Fewer than two of the insurance savings tracks on the flexible index tracking track have a 5-year return in the report for September 2026.
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.