9 insurance savings tracks on the S&P 500 index track report today, and they hold 11.8 billion shekels between them.
These are the returns, fees and assets of the insurance savings tracks on the S&P 500 index 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 עוקב מדד S&P 5003.3 billion shekels
- מגדל מסלול עוקב מדד S&P 5003.2 billion shekels
- הראל מסלול עוקב מדד S&P 5002.3 billion shekels
- כלל חברה לביטוח בע"מ עוקב מדד S&P 50015.2%
- הכשרה חברה לביטוח בע"מ - עוקב מדד 500 S&P 367 million shekels
- מנורה מבטחים ביטוח בע"מ עוקב מדד S&P 500 353 million shekels
- מגדל מנוהל עי מגדל שוקי הון עוקב מדד S&P 500 321 million shekels
- איילון חברה לביטוח בע"מ עוקבי מדדים עוקב מדד S&P 500 84.3 million shekels
- איי. די. איי. חברה לביטוח בע"מ עוקבי מדדים עוקב מדד S&P 500 8.2 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+8.10%
Average of 9 funds
Lowest fund: איי. די. איי. חברה לביטוח בע"מ עוקבי מדדים עוקב מדד S&P 500Highest fund: מגדל מנוהל עי מגדל שוקי הון עוקב מדד S&P 500
3 years, yearly average+13.67%
Average of 5 funds
Lowest fund: איילון חברה לביטוח בע"מ עוקבי מדדים עוקב מדד S&P 500Highest fund: מגדל מסלול עוקב מדד S&P 500
5 years, yearly average+12.06%
Average of 4 funds
Lowest fund: הראל מסלול עוקב מדד S&P 500Highest fund: הפניקס עוקב מדד S&P 500
Fee on savings0.78%
Average of 8 funds
Lowest fund: מנורה מבטחים ביטוח בע"מ עוקב מדד S&P 500Highest fund: מגדל מנוהל עי מגדל שוקי הון עוקב מדד S&P 500
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 S&P 500 index track in each full year.
A year is shown when at least three funds reported all twelve months of it.
The 9 insurance savings tracks on the S&P 500 index track that reported for September 2026 are listed here.
- הפניקס עוקב מדד S&P 500Phoenix
3.3 billion shekels
Fee 0.73%This year +7.97%5 years +12.32%
- מגדל מסלול עוקב מדד S&P 500Migdal
3.2 billion shekels
Fee 0.90%This year +7.98%5 years +12.10%
- הראל מסלול עוקב מדד S&P 500Harel
2.3 billion shekels
Fee 0.65%This year +7.80%5 years +11.90%
1.8 billion shekels
Fee 0.72%This year +8.07%5 years +11.93%
- הכשרה חברה לביטוח בע"מ - עוקב מדד 500 S&PHachshara
367 million shekels
Fee 0.83%This year +8.01%5 years –
- מנורה מבטחים ביטוח בע"מ עוקב מדד S&P 500Menora Mivtachim
353 million shekels
Fee 0.59%This year +7.97%5 years –
321 million shekels
Fee 1.09%This year +10.78%5 years –
84.3 million shekels
Fee 0.74%This year +7.85%5 years –
- איי. די. איי. חברה לביטוח בע"מ עוקבי מדדים עוקב מדד S&P 500ישיר - איי. די. איי. חברה לביטוח
8.2 million shekels
Fee –This year +6.50%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
- 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
These are the questions people ask about these funds.
How many insurance savings tracks on the S&P 500 index track are there?
9 insurance savings tracks on the S&P 500 index track reported for September 2026. Together they hold 11.8 billion shekels, and none has stopped reporting in the last three years.
What is the average fee of the insurance savings tracks on the S&P 500 index track?
The average fee on savings is 0.78% a year, over the 8 insurance savings tracks on the S&P 500 index track that report one. Every fund counts once, whatever its size.
Which of the insurance savings tracks on the S&P 500 index track has the highest return over 5 years?
הפניקס עוקב מדד S&P 500 has the highest average yearly return over 5 years, +12.32%, of the 4 insurance savings tracks on the S&P 500 index track with a 5-year figure. The lowest is הראל מסלול עוקב מדד S&P 500, with +11.90%. 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.