25 investment provident funds on the credit and bonds track report today, and they hold 4.5 billion shekels between them.
These are the returns, fees and assets of the investment provident funds on the credit and bonds 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.
- The other 14 funds886 million shekels
- אלטשולר שחם חיסכון פלוס אשראי ואג"ח עם מניות (עד 25% במניות)13.2%
- מור גמל להשקעה - אשראי ואג"ח עם מניות (עד 25% מניות)11.4%
- מיטב גמל להשקעה אשראי ואג"ח עם מניות (עד 25% במניות)10.0%
- הראל גמל להשקעה אשראי ואג"ח עם מניות (עד 25% מניות)9.6%
- ילין לפידות קופת גמל להשקעה מסלול אשראי ואג"ח עם מניות (עד 25% מניות)6.9%
- מור גמל להשקעה - אשראי ואג"ח6.7%
- הפניקס גמל להשקעה אשראי ואג"ח עם מניות (עד 25% מניות)6.2%
- אנליסט מסלולית - קופת גמל להשקעה אשראי ואג"ח עד 25% מניות
- מיטב גמל להשקעה אשראי ואג"ח
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+3.46%
Average of 23 funds
Lowest fund: אלטשולר שחם חיסכון פלוס אשראי ואג"חHighest fund: מגדל גמל להשקעה מסלול אשראי ואג"ח עם מניות (עד 25% מניות)
3 years, yearly average+7.38%
Average of 21 funds
Lowest fund: אלטשולר שחם חיסכון פלוס אשראי ואג"חHighest fund: מיטב גמל להשקעה אשראי ואג"ח עם מניות (עד 25% במניות)
5 years, yearly average+4.12%
Average of 18 funds
Lowest fund: אלטשולר שחם חיסכון פלוס אשראי ואג"חHighest fund: מנורה מבטחים גמל להשקעה מסלול אשראי ואג"ח
Fee on savings0.60%
Average of 23 funds
Lowest fund: עמ"י קופת גמל להשקעה מסלול אשראי ואג"ח עד 25% מניותHighest fund: מור גמל להשקעה - 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 investment provident funds on the credit and bonds track in each full year.
A year is shown when at least three funds reported all twelve months of it.
The 25 investment provident funds on the credit and bonds track that reported for September 2026 are listed here.
- אלטשולר שחם חיסכון פלוס אשראי ואג"ח עם מניות (עד 25% במניות)Altshuler Shaham
593 million shekels
Fee 0.64%This year +3.47%5 years +4.23%
514 million shekels
Fee 0.72%This year +4.37%5 years +5.64%
449 million shekels
Fee 0.61%This year +4.23%5 years +5.49%
431 million shekels
Fee 0.58%This year +3.65%5 years +4.73%
311 million shekels
Fee 0.68%This year +3.34%5 years +4.70%
303 million shekels
Fee 0.70%This year +4.08%5 years –
278 million shekels
Fee 0.62%This year +3.75%5 years +4.43%
209 million shekels
Fee 0.61%This year +4.49%5 years +4.75%
- מיטב גמל להשקעה אשראי ואג"חMeitav
207 million shekels
Fee 0.63%This year +2.56%5 years +3.36%
177 million shekels
Fee 0.63%This year +4.77%5 years +4.64%
143 million shekels
Fee 0.62%This year +4.92%5 years +4.50%
- הפניקס גמל להשקעה אשראי ואג"חPhoenix
142 million shekels
Fee 0.64%This year +2.03%5 years +2.75%
- אלטשולר שחם חיסכון פלוס אשראי ואג"חAltshuler Shaham
124 million shekels
Fee 0.62%This year +1.49%5 years +2.42%
- הראל גמל להשקעה אשראי ואג"חHarel
106 million shekels
Fee 0.54%This year +3.17%5 years –
98.5 million shekels
Fee 0.61%This year +2.75%5 years +2.50%
- ילין לפידות קופת גמל להשקעה מסלול אשראי ואג"חYelin Lapidot
98.1 million shekels
Fee 0.67%This year +2.42%5 years +3.63%
- מנורה מבטחים גמל להשקעה מסלול אשראי ואג"חMenora Mivtachim
80.0 million shekels
Fee 0.54%This year +3.51%5 years +5.69%
61.5 million shekels
Fee 0.54%This year +4.80%5 years +5.38%
- מנורה מבטחים גמל להשקעה מסלול אשראי ואג"ח עם מניות (עד 25% מניות)Menora Mivtachim
60.3 million shekels
Fee 0.57%This year +2.90%5 years +2.52%
56.8 million shekels
Fee 0.64%This year +2.98%5 years +2.79%
48.7 million shekels
Fee 0.62%This year +2.33%5 years –
- עמ"י קופת גמל להשקעה מסלול אשראי ואג"ח עד 25% מניותעמ"י - חברה לניהול קופות גמל ענפיות · Closed to the public
4.5 million shekels
Fee 0.39%This year +4.10%5 years –
3.6 million shekels
Fee –This year –5 years –
1.9 million shekels
Fee –This year –5 years –
- הנדסאים קופה להשקעה - מסלול אשראי ואג"חהנדסאים וטכנאים - חברה לניהול קופות גמל · Closed to the public
0.9 million shekels
Fee 0.44%This year +3.47%5 years –
These are the other tracks of the investment provident funds.
- general37.1 billion shekels18 funds
- stocks34.5 billion shekels18 funds
- S&P 500 index12.8 billion shekels15 funds
- stock index tracking4.0 billion shekels11 funds
- traded stocks3.6 billion shekels9 funds
- flexible index tracking1.7 billion shekels12 funds
- mixed traded assets1.7 billion shekels11 funds
- Jewish law812 million shekels9 funds
- money market (shekel)390 million shekels10 funds
- traded bonds241 million shekels9 funds
- bond index tracking155 million shekels7 funds
- government bonds47.8 million shekels3 funds
These are the questions people ask about these funds.
How many investment provident funds on the credit and bonds track are there?
25 investment provident funds on the credit and bonds track reported for September 2026. Together they hold 4.5 billion shekels, and none has stopped reporting in the last three years.
What is the average fee of the investment provident funds on the credit and bonds track?
The average fee on savings is 0.60% a year, over the 23 investment provident funds on the credit and bonds track that report one. Every fund counts once, whatever its size.
Which of the investment provident funds on the credit and bonds track has the highest return over 5 years?
מנורה מבטחים גמל להשקעה מסלול אשראי ואג"ח has the highest average yearly return over 5 years, +5.69%, of the 18 investment provident funds on the credit and bonds track with a 5-year figure. The lowest is אלטשולר שחם חיסכון פלוס אשראי ואג"ח, with +2.42%. 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.